Transfer Your Clients Pensions To Us

Making the right move

Our simple switching process means you can set your clients up with our workplace pension scheme and transfer their assets quickly and easily.

Please note that a minimum number of contributing employees may apply. We won't charge you, your client or their employees any fees for transferring workplace pensions to us.

Simple switching process

Once you’ve got a quote, it’s quick and easy to complete the application and switch to us

Dedicated support

Our UK-based teams are ready with any help you might need - via email

Asset transfer specialists

Our experienced team can help you move existing scheme funds to us provided the employees agree

The value of a pension can go down as well as up and employees may get back less than the amount paid in. There’s no guarantee your client or their employees will be better off by transferring.

Before employees can transfer

There are some workplace pensions we can't accept for transfer. Here are a few points you and your client will need to think about first:

Unless individual scheme members have received a personal recommendation from a financial adviser, we won’t accept:

Any safeguarded benefits the employee currently has

You won’t be able to move:

Pensions that employees have already started taking an income from

Please be aware that:

There may be a charge from existing pension providers for leaving them
During a transfer, pension money won't be invested anywhere, so employees may miss out on any rise in investment values while the scheme is switched
If the employee wishes to cancel, the old pension provider may not accept the transfer back