Pension Transfers

Combine all your

pensions into


one

If you’ve had multiple jobs over the last few years, the likelihood is that you will also have several pensions, which can be a little difficult when trying to monitor your finances. We can combine all your pensions into just one account, which you can access fully from your Retirement Capital dashboard.

How It Works

1 - Select type of transfer

Either move the funds in the current share/investment form, or transfer over the cash equivalent.

2 - Provide us with information

Let us know who your previous pensions were with and send us any paperwork you may have.

3 - Financial advisor details

If you already have a financial adviser, then send us their details. If not, let us know if you want one!

4 - Initiate the transfer

We will contact your financial adviser to start the transfer process or provide you with support if you don’t have one.

5 - Transfer is executed

Your old pension provider will execute the transfer and the funds will show in your dashboard once complete.

We can transfer

most pension


types

Combining your pensions into one easy dashboard is simple for us for most pension types. However, if you are in receipt of an annuity, pension income from a final salary scheme, or were a member of certain public sector schemes, these pensions unfortunately cannot be transferred to your SSAS.

You can still open a SSAS with us and enjoy the benefits of the new pension and transfer all compatible pensions.

Track everything

throughout the


journey

Combining your pensions into one easy dashboard is simple for us for most pension types. However, if you are in receipt of an annuity, pension income from a final salary scheme, or were a member of certain public sector schemes, these pensions unfortunately cannot be transferred to your SSAS.

You can still open a SSAS with us and enjoy the benefits of the new pension and transfer all compatible pensions.