Transferring a Personal Pension - True Potential Investor

How transferring to our Personal Pension could make your money do more

Watch our short video to find out how hard your money will work in our Fully-Managed Investment Portfolios.

Expert management team

With access to 14,000 experts in over 200 locations around the world, our team makes the investment decisions for our Fully-Managed Investment Portfolios .

Aiming to maximise return and reduce risk

Our access to a global team of experts with thousands of holdings allows us to blend multi-asset investment strategies and create unique opportunities for growth.

Simple suitability assessment

We’ll assess your personal circumstances and attitude to risk to offer you a suitable Fully-Managed Investment Portfolio Service.

See what your investment could be worth

Use our calculator to see how your investment might grow in a Personal Pension.

How much do you want to transfer in total? Help??

How much can you invest each month? Help??

How long do you want to invest for? Help??

years

Estimated Pension value after 25 years

Based on

annual growth ??

Learn more about our Fully-Managed Investment Portfolios

Transferring your pension: why do it?

Consolidate for better potential growth

One view for your retirement savings plan

No transfer fees from us

Manged by our expert investment team

24/7 online access

Potentially lower charges

Benefits of transferring your pension

Join the thousands of people already investing with True Potential Investor.

Global investment team

We have access to 14,000 experts in over 200 locations around the world.

Fully-Managed Investment Portfolios

Our expert in-house team manage your investment, so you can leave all the hard work to us.

No transfer fees

We won’t charge any fees for the pension transfer when you transfer to one of our Fully-Managed Investment Portfolios.

Easy to access

Our app has everything you need all in one place so you can track your investments 24/7 from a range of devices.

Investment top-ups

Unique to True Potential Investor, impulseSave® is a world-first investment feature that allows you to top up your accounts on the go from as little as £1.

Easy to set up

It only takes 10 minutes to set up an account with us. Tell us a few details about you and your investment goals and we’ll do the rest when it comes to transferring your pension.

See how easy it is to transfer your Personal Pension to us

Tell us how much you'd like to transfer

First, we’ll ask you how much you’d like to transfer, if you’d like to add a monthly investment and how long you plan to invest for. You can change your mind about your monthly amount later and with a Personal Pension you can withdraw from age 55.

Answer a few questions about your spending habits

We’ll ask you how much you earn and spend each month. This is to make sure you can afford to invest, including any monthly amount you’ve chosen.

Estimate how much is in your emergency fund

We recommend you have around three month’s expenses saved up for emergencies as this can help you avoid taking on short-term liabilities for the unexpected. If you don’t, our Stocks & Shares ISA and General Investment Accounts could be the place to start, as you can access your money in 7-10 days.

Estimate your assets and liabilities

We’ll ask you how much you have in assets, such as a home, savings or other investments. We’ll then balance this against any liabilities you have, for example a mortgage, loan or credit card. If you have more debts than assets it might benefit you to pay these off before investing, especially if the debt is expensive.

Tell us if you’ve invested before

It’s important you understand how investing with us works, including how we manage your money and the potential risks involved. Depending on your experience, we’ll show you some simple explanations to help you learn more about our service.

Take our simple risk assessment

We’ll ask you 11 multiple choice questions about how long you plan to invest for, how you might later withdraw from your account and your attitude to risk and reward. There are no right answers here and we have a range of Portfolios to suit many different types of investor.

View the Portfolio that’s most suitable for you

Based on your score in our risk assessment, we’ll show you a Portfolio that matches your result. You’ll see where in the world we’d spread your money, the fund managers and asset classes we use, and the total cost to you.

See what our clients are saying

Our clients trust our Fully-Managed Investment Portfolios with over £4 billion of their assets, so it’s no surprise they recommend us to others.

Streets ahead

"The service proposition offered by True Potential via internet and mobile apps is streets ahead of the competion with 24/7 valuations and ability to impulseSave for as little as £1 to any amount."

Tej Basson

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Professional and proactive

"If I’ve ever got any queries about my investment, the replies are within a couple of hours. The app they have is great and allows easy tracking of my investment."

J Clough

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Brilliant investment platform

"I’ve been using True Potential Investments for a number of years. I can analyse and monitor my investments through the investment portal and find the impulseSave option an excellent tool. Highly recommended."

Gary Dixon