Transfer my Personal Pension

1. Pension Confirmation

2. Investment

3. Summary

4. Account Setup

5. Purchase

Your Personal Pension to transfer

We need a few details to process your transfer. Don’t worry if you’re not sure about your policy or account number as we can help you find this later. If you’re transferring in more than one account, add each transfer separately.

Please add at least one transfer.

Terms & Conditions

Please read and agree to the following Terms & Conditions.

I have read and accepted the Illustration & Key Investor Information Documents. ?

I have read and accepted the Pension Key Features and Terms & Conditions. ?

I have read and accepted the Custody Terms & Conditions. ?

I have read and accepted the Best Execution Policy. ?

I confirm that I am happy to receive all correspondence in electronic format direct to my online account.

I have not had, or asked for, personal financial advice relating to this transfer. I'm responsible for my decision to transfer, If I'm unsure whether this transfer is right for me, I'll seek advice.

I have read and accepted the Pension Transfer Information Sheet. ?

I authorise True Potential Investments to arrange for the sale of all assets held in my named account(s) and to the transfer of cash proceeds into my True Potential Investments account(s).

I have checked if I will lose benefits or guarantees and whether I will incur any penalties and wish to transfer my investments.

To my current provider

I authorise and instruct you to transfer all assets held in my named account(s) directly to True Potential Investments.

I authorise you to release all necessary information to True Potential Investments to enable the transfer of all assets held in my named account(s) to True Potential Investments.

I confirm I have read and accepted the documents on https://www.tpllp.com/pensiontransfer.

Back

With investing, your capital is at risk and you could get back less than you invest.

Need help?

If you'd like any help, please call us on0191 625 0350.

All fund fact sheets and Terms and Conditions are available at https://www.tpllp.com/pensiontransfer

Purchase

One last step, we need to gather the details to process your investment.

Your investment

Product type

Personal Pension

Next steps

We'll email you

You will receive an email confirming the details of your purchase.

Your documents will be generated

Once generated these documents will be added to the your documents folder.