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

  • The address of your pension provider

  • 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 pension

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