Moneybox Pension - Transfers

How do I transfer my old pensions to a Moneybox Pension?

To transfer your old pension you’ll need to let us know your current provider. You’ll then be asked to select the type of fund you’d like to invest the money from your pension into. Finally, we will need your pension policy number. You should be able to find this on past letters or emails about your existing policy.

Once this is submitted we’ll get the transfer kicked off. For most providers this can be done completely electronically. In a case where a pension or provider needs a signature from you, our team will get a form out to you the next day.

The pensions team will then track the progress of your transfer, and get in touch should there be any delays or issues. You can also see the progress in the Investments tab of the app.

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It's important you know

All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.

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