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How to transfer a Pension from one company to another?

There can be many potential benefits when it comes to transferring your pension. If you’re considering a transfer, you should compare the features, benefits, and costs of your current pension scheme and the potential new pension scheme. If you then decide to transfer, typically all that is needed is the name of your pension provider, your account or policy number and an estimated value. You should always contact your current provider first to ensure that your pension does not contain valuable guarantees that would be lost on transfer. We provide expert advice when you need it most – call us on 0191 625 0350 and our friendly team will talk you through your options.

With investing your capital is at risk. Investments can fluctuate in value, and you may get back less than you invest. Pension eligibility applies.

If you need more information or have any further question, and you are not already a client with True Potential, you can speak to our friendly team on 0191 625 0350 available 7am-8pm weekdays.

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