All Collections
Account types
SIPP transfers
What details are required to transfer a pension?
What details are required to transfer a pension?
Meghan Betts avatar
Written by Meghan Betts
Updated over a week ago

In order to transfer your pension, we require the following information:

  • The type of pension you wish to transfer

  • The name of your pension provider

  • Your pension’s reference number

  • Whether your pension is currently in drawdown

  • Whether you're looking to transfer cash only or investments as well (in-specie)

  • Whether you're looking to make a full or partial transfer

  • The current value of your transfer

Did this answer your question?