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Transfers in

If you have built up benefits in another pension scheme you may be able to transfer these into your Personal Account at the discretion of the Trustee and the Company.

Currently, the maximum amount you can transfer in must not exceed £300,000 and must be received from other registered pension schemes.

Transfers from defined benefit (DB) arrangements are not allowed. You must be an Active member to transfer in to your Personal Account

If you wish to proceed with a transfer you will need to complete a 'Transfer In Request Form'.

Transfer In Request Form image

Transfer In Request Form

For transferring benefits from another scheme into your DC Section Personal Account.

You should seek independent financial advice if you are unsure that transferring other benefits is in your best interests. If you do not have a financial adviser, details of those near to you can be found at register.fca.org.uk.