Pension transfers and pension switches

We explore a range of pension transfer and switch related topics and offer a suite of sales aids and tools to assist you in the decision process and meeting the Regulator's conduct of business expectations.

Opportunities in the market


Articles and case studies

Our articles and case studies help you understand and identify some of the key pension switching opportunities.


Pension switching in the Retirement Account

We’ve amended the charging structure on our Retirement Account to make it a more cost-effective solution for your clients. This will help

  • Give you a more compelling option for transfer
  • Give your clients with lower funds better value
  • Give more of your clients access to the account

Find out more about the Retirement Account charging structure.

Download our guides to help you advise clients on pension switching

Find out more about the Retirement Account.

Products

We have a range of retirement products to suit your clients' needs

For pension planning, our offshore Global Investor bond can be used.

Funds


Fund selection

Use our tools and online services to help select the right funds for your client.


Fund switches and redirections

Contact us

Get in touch

Contact us

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