Questions we're often asked
The details we give you here, and when you call us, are what’s known as guidance. We’ll give you information, but we won’t advise you what to do.
If you don’t feel confident to decide about pension transfers, and you want more support, you can speak to a financial adviser. They’ll normally charges you for this advice. Find out how to get a financial adviser.
If you plan to take money from your pension soon after you transfer to us, this is an important decision. You could get free and impartial guidance about your pension options from Pension Wise from Moneyhelper.
If you are intending to access your pension benefits soon after transferring, we’ll ask if you’ve had financial advice or Pension Wise guidance, or if you would like some before proceeding with your transfer. Read our guide to find out more, including what guidance from Pension Wise entails, where you can find an adviser and when you’ll pay a fee.