Pension Transfer
Clients who are members of an existing Self Invested Personal Pension (SIPP), Small Self Administered Scheme (SSAS) or who are in the process of setting up a scheme, may have current or paid up pension plans with other providers.
Our pension schemes are able to accept partial or full transfers of benefits in from other registered pension schemes. Including those where benefits have already been taken and those with Protected Rights.
We can also accept transfers from qualifying recognised overseas pension schemes.
Where the transferring scheme is an existing SIPP or SSAS, we are able to transfer assets “in specie“ by completing documentation to change the names of the Trustees from the transferring scheme to our scheme. The only cash transfer is therefore the balance of monies in the scheme bank account.