Consolidating your other Pensions into your True Potential Workplace Pension
Please note this blog post was published over 12 months ago and so may not include the most up-to-date information, for example where regulation around investing has changed.
Welcome to our step by step guide to consolidating your Pensions into your Workplace Pension. To help you consolidate your Pensions into one place with one view, we’ve made transferring to True Potential Investor quick and easy.
Log in as usual at www.tpinvestor.com/login, entering your email, password, and passphrase.
You’ll then arrive at your Portfolio Overview.
Scroll down this screen and you’ll see a list of your policies.
Click on your Workplace Pension.
On this screen you’ll see 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 or account number; and
- enter an estimated value.
Finally, state whether you are transferring the full amount and click continue at the bottom of the page.
You’ll then see a summary of the transfer, take a moment to make sure this is correct before continuing.
Underneath the summary are the terms and conditions and other important pension transfer information documents 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 make transfer will submit your request.
From there, we’ll take care of the transfer for you and let you know when it is complete. If you have more than one pension to transfer, you can repeat the process for each one.
If you need any help with a transfer or have any question, chat to one of our experts online or call us between 8am and 8pm weekdays.
