Transferring your benefits

Please note that your decision to proceed must be registered with us in writing by the end of the guarantee period. If your transfer value is over £30,000 the Financial Advice Certification form must also be completed and returned by your Financial Adviser. This must be returned within 3 months of the date of your guaranteed transfer quotation letter. 

A list of the documents required to proceed can be found on your transfer quotation.

If you do not have a financial adviser, a list of advisers in your area can be found on the MoneyHelper’s Retirement Advisor Directory at www.moneyhelper.org.uk under the ‘Pensions & retirement’ Tools menu