Pension Transfer Report

To start the process please download and complete our Letter of Authority (click to download). Sign it and either scan and email it to us or post it to the address below. We will then provide you with a free Pension Transfer Report in order to help you decide if you’d like to proceed with the transfer. This file is in ‘.pdf’ format. If you cannot open it, you do not have Adobe Reader. Click here to download it free.

NB: If you have more than one pension fund in the UK ensure you complete a separate Letter of Authority for each one.

This authorises us to contact your UK Pension Fund Provider to obtain the necessary information we require. We will send you a Pension Transfer Report detailing your transfer value and provide general advice on your transfer.

Note, this is FREE OF CHARGE and does not commit you to transferring your pension until you expressly engage us using either of our transfer services.