Pension Transfer Application Form

You’re applying to transfer your pension(s) into a new Retirement Account.

 

About You

Step 1 of 4  First, tell us about you. We’ll use these details to confirm who you are.

Please type your title below
Age in Months
Age
If you're planning to take your pension in less than a year from now, you cannot set up online. Instead, call on 0345 601 2585 Monday-Friday 9am-6pm.
We’ll use your mobile number to stay in touch about your transfer by text.
Please note, we'll only use this to keep in touch with you during the transfer process.

Read Scottish Widows' privacy notice for information on how they use your personal details.

Pension Details

Step 2 of 4 Here, we ask about the pension you’d like to move to us. This is so we can get in touch with your other provider and start the process. The pensions you transfer to us must have a total value of more than £10,000. We can only accept your total pension value, not part of it. If you are transferring more than one pension you’ll have to enter each pension amount individually.

Pension 1

What this is

This may be the name of your employer. If you have a personal pension, type ‘individual’ here.

You can find this on your annual statements. This is not the same as a scheme name.
£

Pension 2

What this is

This may be the name of your employer. If you have a personal pension, type ‘individual’ here.

You can find this on your annual statements. This is not the same as a scheme name.
We can only accept whole pensions, not part of a pension. These should add up to at least £10,000.
£

Pension 3

What this is

This may be the name of your employer. If you have a personal pension, type ‘individual’ here.

You can find this on your annual statements. This is not the same as a scheme name.
We can only accept whole pensions, not part of a pension. These should add up to at least £10,000.
£

Pension 4

What this is

This may be the name of your employer. If you have a personal pension, type ‘individual’ here.

You can find this on your annual statements. This is not the same as a scheme name.
We can only accept whole pensions, not part of a pension. These should add up to at least £10,000.
£

Pension 5

What this is

This may be the name of your employer. If you have a personal pension, type ‘individual’ here.

You can find this on your annual statements. This is not the same as a scheme name.
We can only accept whole pensions, not part of a pension. These should add up to at least £10,000.
£

Pension 6

What this is

This may be the name of your employer. If you have a personal pension, type ‘individual’ here.

You can find this on your annual statements. This is not the same as a scheme name.
We can only accept whole pensions, not part of a pension. These should add up to at least £10,000.
£

Pension 7

What this is

This may be the name of your employer. If you have a personal pension, type ‘individual’ here.

You can find this on your annual statements. This is not the same as a scheme name.
We can only accept whole pensions, not part of a pension. These should add up to at least £10,000.
£

Pension 8

What this is

This may be the name of your employer. If you have a personal pension, type ‘individual’ here.

You can find this on your annual statements. This is not the same as a scheme name.
We can only accept whole pensions, not part of a pension. These should add up to at least £10,000.
£

Pension 9

What this is

This may be the name of your employer. If you have a personal pension, type ‘individual’ here.

You can find this on your annual statements. This is not the same as a scheme name.
We can only accept whole pensions, not part of a pension. These should add up to at least £10,000.
£

Pension 10

What this is

This may be the name of your employer. If you have a personal pension, type ‘individual’ here.

You can find this on your annual statements. This is not the same as a scheme name.
We can only accept whole pensions, not part of a pension. These should add up to at least £10,000.
£

The total value of the pension pots you want to transfer: ##total-pension-value##

Total Pension Value

Make sure your personal details (e.g. name and address) match the existing pension provider(s) records. If not, you may need to contact them to update these before applying.

 

Investing your pension

We now need you to choose how much risk you want to take and how you want to take your pension when you retire. Don't worry, you can change how your money is invested at any time.

How much risk do you want to take? Remind me of my options

How do you want to take your pension when you retire? Remind me of my options

Check Your Details

Step 3 of 4 Please check the details you have given us below are correct. If you’d like to change any of these, you can do this by clicking the edit button below.

 

Check your personal details

Name:                                                                 ##title## ##forname##  ##surname##

Gender:                                                              ##gender##

Date of Birth:                                                    ##day##/##month##/##year##

Nationality :                                                      ##nationality##

Marital Status:                                                 ##maritalstatus##

Residency:                                                         ##residency##

National Insurance Number:                 ##nino##

Occupancy:                                                       ##occupancy##

Employment Status:                                    ##emplystatus##

Age you plan to retire:                                ##retirementage##

Email:                                                                    ##email##

Contact Number:                                          ##contactno##

Address:                                                              ##line1##, ##line2##, ##line3##

Post code:                                                          ##postcode##

Would you like to receive text message updates about the status of your application:  ##notto_to##

Check your pension details

Pension 1

Pension Provider:                                      ##pensionprovider1##

Scheme Name:                                          ##schemename1##

Policy, reference or  Plan No:             ##referencepension1##

Approximate Value:                                 ##valuepension1##

 

Pension 2

Pension Provider:                                        ##pensionprovider2##

Scheme Name:                                            ##schemename2##

Policy, reference or  Plan No:                ##referencepension2##

Approximate Value:                                    ##valuepension2##

Pension 3

Pension Provider:                                      ##pensionprovider3##

Scheme Name:                                          ##schemename3##

Policy, reference or  Plan No:             ##referencepension3##

Approximate Value:                                 ##valuepension3##

 

Pension 4

Pension Provider:                                       ##pensionprovider4##

Scheme Name:                                           ##schemename4##

Policy, reference or  Plan No:              ##referencepension4##

Approximate Value:                                  ##valuepension4##

 

Pension 5

Pension Provider:                                       ##pensionprovider5##

Scheme Name:                                           ##schemename5##

Policy, reference or  Plan No:              ##referencepension5##

Approximate Value:                                  ##valuepension5##

 

Pension 6

Pension Provider:                                        ##pensionprovider6##

Scheme Name:                                            ##schemename6##

Policy, reference or  Plan No:               ##referencepension6##

Approximate Value:                                   ##valuepension6##

 

Pension 7

Pension Provider:                                      ##pensionprovider7##

Scheme Name:                                          ##schemename7##

Policy, reference or  Plan No:             ##referencepension7##

Approximate Value:                                 ##valuepension7##

 

Pension 8

Pension Provider:                                      ##pensionprovider8##

Scheme Name:                                          ##schemename8##

Policy, reference or  Plan No:             ##referencepension8##

Approximate Value:                                  ##valuepension8##

 

Pension 9

Pension Provider:                                         ##pensionprovider9##

Scheme Name:                                             ##schemename9##

Policy, reference or  Plan No:               ##referencepension9##

Approximate Value:                                    ##valuepension9##

 

Pension 10

Pension Provider:                                      ##pensionprovider10##

Scheme Name:                                           ##schemename10##                

Policy, reference or  Plan No:              ##referencepension10##

Approximate Value:                                  ##valuepension10##

 

Total pension value :                ##total-pension-value##

 

Pension risk selected :                         ##pensionrisk##

Pension options selected:               ##pensionoption##

Here, we take you through the small print

Step 4 of 4 Next, we need your permission to go ahead with the transfer. This part of the process is sometimes called a ‘declaration’.

 

Next Steps

How will you keep me updated?

    If you’ve opted in to receive text alerts we will provide you with regular updates.

    Alternatively, you can call our UK-based customer service team on 0345 601 2585

How long will it take?

It typically takes from 2-4 weeks from start to finish, from contacting your previous providers, to adding your transfer payment into your pension.

Declarations

Before completing your transfer application, you must read and agree to the following legal declarations.

Check you can do this:

Before reading the declarations can you please confirm the below:

    I know that this service doesn't include financial advice.

    It's my responsibility to find out whether my previous pensions have valuable benefits I could lose if I transfer them.

    If I want to change my mind about transferring my pension, I'll tell Scottish Widows within 30 days of receiving my confirmation documents in the post. Scottish Widows will have to return my pensions to my previous providers.

If I'm transferring a Lloyds Banking Group pension:

    The value of my plan is taken from the date I submit (or confirm) the transfer request.

    I understand that if my pension has protected tax-free cash and (or) a protected retirement age, I'll lose these benefits. Scottish Widows will get in touch with me to confirm I want to go ahead and will not process the transfer until I do.

Declarations:

When you set up a Retirement Account you'll have a policy issued in your name and become a member of the scheme. Scottish Widows manages (or 'administrates') the scheme and follows the responsibilities described in the rules of the scheme. Your Retirement Account policy is part of the Scottish Widows Appropriate Personal Pension Scheme.

The details you enter online are part of a new contract to set up a Retirement Account with us, along with the:

You'll get these documents in the post when your application is complete. The rules of the scheme are available on request.

Declaration to your current pension provider

I authorise and instruct you to transfer sums and assets from the plan(s) as listed in this application directly to Scottish Widows and to provide any instructions and/or discharge required by any relevant third party to do so. This allows Scottish Widows to ask your current provider for all the information they need to process your transfer, and to share information with them.

I authorise Scottish Widows and the current provider and any financial intermediary named in this application to obtain from each other, and release to each other, any information that may be required to enable the transfer of sums and assets to Scottish Widows.

I authorise Scottish Widows, the current provider and any employer paying contributions to any of the plans as listed in this application to obtain from each other, and release to each other, any information that may be required to enable the transfer of sums and assets to Scottish Widows.

Until this application is accepted and complete, Scottish Widow's responsibility is limited to the return of the total payment(s) to the current provider(s).

When payment is made to Scottish Widows as instructed, this means that I shall no longer be entitled to receive pension benefits from the whole of the plan(s) listed in this application where the whole of the plan(s) is transferring, or that part of the plan(s) represented by the payment(s) if only part of the plan(s) is transferring.

Declaration to Scottish Widows and your current pension provider

I accept responsibility in respect of any claims, losses, expenses, additional tax charges or any penalties that Scottish Widows and the current provider may incur as a result of any incorrect, untrue, or misleading information in this application or given by me, or on my behalf, or of any failure on my part to comply with any aspect of this application. This includes where I have been asked to provide any original policy document(s) in return for the transfer of funds and I am unable to do so.

I confirm the current plan(s) are not subject to any existing or proposed trustee in bankruptcy orders, or earmarking or pension sharing orders, or other receiving orders.

Marketing Preferences

We would like to keep you up to date on products and offers that may be of interest to you. Please select how you would like to hear from us below. These choices won't affect any necessary information we need to send you such as statements and, don't worry, you can change your mind and update your preferences at any time.

As we develop mobile applications you'll receive relevant notifications to your mobile device

By saying yes, you are giving consent for Scottish Widows to use your personal information to send you relevant offers and information about our products. Scottish Widows Includes the following legal entities: Scottish Widows Ltd. Scottish Widows Unit Trust Managers Limited, Scottish Widows Administration Services Limited and HBOS Investment Fund Managers Limited. Occasionally we will send you selected offers from other companies within Lloyds Banking Group that may be relevant to you.