Transferring in

Transferring in

Once you are a member of the Plan, you may be able to transfer in benefits from a previous pension arrangement if the Trustees agree you can do so. However, this is a complex area and you should seek financial advice beforehand.

If you want to find out more about your transfer options, you should contact the Scheme Administrator. They will then, on your behalf, request information about your previous pension arrangement.

When all the required information is received from your previous pension arrangement, you will be sent full details on the transfer value(s) and then given the opportunity to consider whether you wish to proceed with the transfer(s) or not. If you do opt to go ahead with the transfer(s), these additional funds will be added to your personal account.

 
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