INDIVIDUAL PERSONAL PENSION
What to do before your call
We’ll ask you about any pensions you’d like to transfer to us when you call. Here, we help you prepare.
This section explains
- How to find out about your other pensions
- Why it’s worth checking how much you pay in charges
- What details you’ll need to hand when you call.
How you can find out about your other pensions
You’ll find some details about your other pensions in your policy or scheme documents. You can also contact your other providers to find out more.
Before you transfer, it's also worth comparing how much you’re paying in charges for your pensions. We will talk to you about your Scottish Widows pensions, but not pensions with other providers.
If you’d like to find out more about your pensions, such as their features or charges, use our checklist so you know what to ask.
Download our checklist (DOC, 39KB)
If you’d like to talk to us about moving your other pensions to Scottish Widows, call us on:
We’ll tell you about what’s involved and what your options are. If you decide you’d like to go ahead and transfer, we can arrange this for you during your call.
Lines are open 9am–5pm Monday to Friday.
QUESTIONS WE'RE OFTEN ASKED
We won’t charge you to transfer your pensions to us. Your other providers may charge you for transferring out of their pension.
The information here is not the same thing as advice. Our website and Pension Helpdesk will give you guidance about pension transfers, so you can make your own decision. We won’t advise you what to do.
If you’d like more support, you can speak to an independent financial adviser. You’ll pay a fee for this advice.
You can find an adviser at www.unbiased.co.uk.