Transfer a Personal Pension

Exit purchase

1. Disclaimers

2. Pension Confirmation

3. Investment

4. Eligibility

5. Portfolio Selection

6. Financial Advice

7. Account Setup

8. Identity Verification

9. Summary

10. Purchase

Set a goal for your investment

Give your goal a name

Goal type

Lump sum goal

Income goal

Your goal is to invest to reach a set amount of money.

What's your lump sum investment goal?

What is your current annual income?*

How much of this income will you need in retirement?*

At what age do you plan to retire?*

How long do you expect to need your pension for?*

Years

Include inflation?

Yes

Inflation

Calculate your potential investment

How much do you want to transfer today?*

How much do you want to invest each month?*

With Tax Relief: £112.50

How long do you want to invest for?*

Years

Back

With investing, your capital is at risk and you could get back less than you invest.

Need help?

If you'd like any help, please call us on0191 625 0350.

Your contributions

On the next few pages you can choose a portfolio of funds from our risk-rated range and start investing.

We'll start by asking you how much you would like to invest and how long for.

The whole process will take about five minutes.

Your investment could be worth a potential:

£0

Based on an annual growth of

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk Registered in England and Wales as a Limited Liability Partnership No. OC356611.

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