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How to Transfer
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After reading our SIPP Key Features document and Business Terms, register and open an account online.
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Print, complete and return the SIPP Application and Transfer Form(s).
On receipt of the completed forms we will contact your existing pension provider(s) to arrange for valuations, scheme details and the transfer discharge forms.
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Many SIPP transfers can be organised electronically but transfer discharge forms will be sent to you to sign, complete and return to us if not. SIPP transfers are arranged in cash as standard, meaning that any assets held with the ceding service provider will be divested prior to transfer.
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Once the cash has been received we will notify you.
What are the benefits of transferring?
