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Transferring your pension to mynestegg couldn’t be simpler
- 1
Share your personal information
- 2
Tell us about your existing pensions
- 3
Set up your account
What do I need to know before I transfer my pension?
What information do I need?
You’ll need the provider name and policy number for each of your existing pensions. If you don’t have them, we’ll show you where to find them.
What about my current workplace pension?
If your employer’s matching your contributions, then leave it where it is for now. We don’t want to risk that benefit.
What about my pension benefits?
If your current provider offers any benefits or guarantees, get in touch to make sure transferring to mynestegg won’t affect them.
Do I have to pay an exit fee?
Some providers do charge exit fees, but it’s far less common than it used to be. If you’re worried, best to double check.
Why choose mynestegg?
We believe saving should be simple. And that goes for your pension too. Building your nest egg should be quick, simple and secure. With a mynestegg pension:
- Set your pension goals and see your progress
- See all your savings from one app
- Low management fees
- No fuss, no hassle, no confusion
- No entry fees, no exit fees
Don’t have a pension yet? Don’t worry.
If you want a private pension where you’re in total control, we’ll help you set one up.