Make retirement planning easy
Why not consider bringing your savings pot all together where you can easily manage them?
It’s rare these days to have a job for life. You may have collected several pensions or ISA savings pots which can be hard to keep track of. Chances are you're paying charges for each of these. With Retiready you can easily bring those pots together:
Bringing your pots together with Retiready means:
- You can view and track the performance of your pension or ISA in one place
- You'll have one easy to manage digital account which you can access any time online
- You could save you money by avoiding multiple charges
- You can take control of your retirement savings
- Aegon will help you transfer your other savings
Please remember investment returns aren't guaranteed. The value of investments may go down as well as up and you may get back less than you originally invested.
Bringing everything together is simple with Retiready
No matter whether you have a Retiready pension, an Aegon pension through your employer or an ISA, we can help you bring your savings together. Here's what you have to do:
Consider if transferring is right for you
Complete the online application
Sit back and we'll do the rest
What's involved in a pension transfer?
There are things you'll need to review and consider before going ahead. You should be comfortable with the investment choices that you make as you may lose features, protections, guarantees or other benefits when you transfer. If you’re unsure, you should seek financial advice - there may be a charge for this.
Remember that what you get back depends on several things, for example how your investments perform and how they're taxed, and you may get back less than you invested.
What's involved in an ISA transfer?
There are things to review and consider before going ahead. For example, don't withdraw your money from an existing ISA, use the transfer process, or you'll lose your tax benefits. Or some providers may charge a fee or there may be penalties for transferring.
Remember too that what you get back depends on several things, for example how your investments perform and how they're taxed, and you may get back less than you invested. Nothing on the Retiready site should be taken as advice, so if you're not sure what's best for you, you should seek financial advice
Start your transfer
Before you start you will need:
- A rough estimate of your pension or ISA value
- The name of your current provider
- Your policy, account or plan number
- Your National Insurance number
- Your bank details