Transferring Pensions

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.

Transferring Pensions

Transferring a pension is a quick and easy process. Our transfer service can be completed online, all you need to do is provide a few details, we’ll take care of the rest. There is no charge, and you could be eligible to receive a transfer gift of up to £500.

All you need to do is give the name of your provider, your policy number, and the estimated value. You can then decide upon your risk profile and portfolio, before entering your personal details and confirming.

There are several reasons you may be considering transferring your pensions to True Potential. With our technology, you are presented with a consolidated view of your investments, across all of your devices. This includes 24/7 tracking online and by the app. You’ll also benefit by being invested in the True Potential Portfolios, potentially giving you the opportunity for greater growth.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. This blog is not personal financial advice.

Personal Finance