How do I transfer a pension I already have to Retiready?
Updated 24 October 2017
You can transfer another pension to Retiready online:
- If you don't hold a Retiready pension plan, select the ‘Shop’ section then ‘Retiready Pension’ and ‘Apply’
- If you do have a Retiready pension, log into the ‘Savings page’, select your pension plan, then select ‘Transfer in’
Once you’ve filled out your pension transfer details online, we’ll send you an email letting you know the next steps.
For some pension transfers we’ll ask you to fill out a Retiready Pension transfer authority form. If we do, you may also have to get a discharge form from each transferring scheme manager.
Transferring or investing your pension may not be the best option for you, you should compare the benefits from your current pension with the estimated benefits of your new pension, including any guarantees and penalties. If you're unsure whether this is right for you or need advice, please speak to a financial adviser.