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How to combine pension plans

Click Combine your pensions
We’ll let you know what you need before proceeding
Click I’m ready to start my application now
Confirm the status of the pension you’re transferring
Click Next
Select the pension provider
Click Next
Enter the policy/plan number
Click Next
Enter the approximate pension value
Click Next
Read important information about guarantees or benefits you could be giving up as a result of transferring
Click on each to learn more
Confirm you’ve understood this
Click Next
Review your transfer summary
Click on each to learn more and confirm your understanding
Click Submit
We’ll now process your transfer request

How to change your investments

Click Your pension
Review your current investment(s)
Click Change my investment
Read about what to expect next
Click Continue
Choose whether you’d like help or full control
Learn about how this works
Click Next
Expand each investment option to learn more
Click Find out more
See a detailed breakdown of this investment
Click Invest in this profile
See a detailed breakdown of this investment change
Confirm you accept the Terms and Conditions
Click Confirm
We’ll now process your investment change

How to change your selected retirement date

Click Your details
Click Pension details
Click Edit
Read important information about changing your retirement date
Choose your new retirement date
Click Save
Your new retirement date will now be updated

How to make a top up payment

Click Make a payment
Read useful information
Click Make a personal payment
Enter how much you’d like to top up
Confirm you accept the terms and conditions
Click Next
Enter your card details
Click Make Payment
We’ll now process your payment

Click Your details
Click Communication preferences
Click Edit
Click Yes
Click Save
You’ll now receive communications from us in your secure digital mailbox

Click Mailbox
Click New message
Select the reason for your message
Add your message
Click Add attachment to attach any documents
Click Send message
We’ll aim to respond to you within one working day