Consolidating your other Pensions into your True Potential Portfolio
Welcome to our step by step guide to consolidating your Pensions. To help you consolidate your Pension into one place with one view, we’ve made transferring to True Potential Investor quick and easy.
Simply log in as usual at tpinvestor.com/login or via the True Potential Investor app, entering your email, password, and passphrase. You’ll then arrive at your Portfolio Overview. Scroll down this screen and you’ll see your policies. Click on your existing True Potential Investor Personal Pension.
On this screen you’ll a summary of your Pension, and underneath this is the option to transfer in an existing Pension.
Clicking this will take you through to the transfer page, where you can select your provider, fill in the policy / account number and enter an estimated value. State whether you are transferring the full amount and click continue at the bottom of the page.
You will be taken to your investment summary page, where you can make any changes if necessary, and complete a risk assessment.
Click continue investment and you’ll be taken to the terms and conditions and other important pension transfer information you must read carefully and understand before deciding to continue.
After you have fully reviewed all the documentation and agree to the terms and conditions, clicking submit will finish the process.
If you need any further help, chat to one of our experts, online between 8am and 8pm weekdays.