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Important information

Pension transfer
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To use the mynestegg service you must be aged between 18 and 75, be a UK Resident for tax purposes and have access to your email address and NI number.

Transfer your pensions today

  1. Use our pension calculator

  2. Tell us your existing pension providers

  3. Create your mynestegg account

Important information before transferring pensions

What information do I need?

To complete the transfer process you need to have the provider name(s) and policy number(s) of your existing pensions.

Is your pension a current workplace pension?
All active workplace pensions should benefit from matched contributions from your employer. If this is the case, please don't transfer this policy to mynestegg as you could lose this valuable benefit.
Do you have any benefits or guarantees with to your pension?
Please check with your existing pension provider to see if you would lose any benefits or guarantees by transferring to mynestegg.
Will you be charged exit penalties from your current provider?
It's no longer common practice for pension providers to charge exit penalties. Please check to see whether your provider is one of these.
What if I don't know my details?

We'll help you find your existing pension details and provide you with all the tools and help you need along the way.

Why choose mynestegg?

mynestegg are disrupting the financial services industry by educating the UK public on how they can plan for their retirement. 

  • Free pension and ISA calculators
  • Globally recognised investment managers
  • Low fees so you can keep more of your returns
  • No entry or exit fees
  • 24/7 monitoring of your account on an ongoing basis at your fingertips

Create a pension

Take control of your retirement and open a new pension today.
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Pension transfer FAQs

How long does it take to transfer?
The majority of pension transfers at mynestegg are completed using Altus and Origo. This means that we don't require paper based forms and can use technology to connect directly with your existing pension provider. These transfers take on average 15 calendar days but this can vary between providers. Some pension providers are not on Origo and Altus and therefore require a digital signature on a transfer form which we will email to you once you have completed the sign up journey. These transfers typically take up to 30 calendar days but again vary depending on the provider.
How do I get started?

To complete the pension transfer process, you need to go through the following steps:

  • Complete the pension calculator
  • Tell us the names of your existing pension providers
  • Create your mynestegg account by providing us with the necessary personal information
  • Sign any digital transfer forms if needed.

We will then do the hard work in the background to transfer your existing pensions to mynestegg. 

You can track the progress of your transfers at all times through your mynestegg portal and/or mobile app.

What are the fees?

mynestegg have a very competitive and simple charging structure. As a client you will pay the following:

Annual Account Fee: 0.45%
Annual Fund Fee: 0.12% - 0.23% (depending on your risk level)
Total Annual Fee: 0.57% - 0.68% 

We don't charge any initial fees for transferring pensions and do not charge any transfer out or exit fees.

How do I create an account?

To create a pension account and transfer your existing pensions, you need to have the following information to hand:

  • Existing pension provider name(s)
  • Existing pension policy number(s)
  • Your National Insurance number

We will also ask you for some personal information such as home address, marital status and employment status.

Why should I transfer?

There are many potential benefits of transferring your existing pensions to mynestegg. These include the following:

  • We have one of the most competitive charging structures in the industry so you can keep more of your returns
  • We invest your money with the biggest asset managers in the world using a passive investment strategy
  • You can track your account at any time through the mynestegg app
  • You can reduce your paperwork and increase the ease of managing your pensions if you have everything in one place

Capital is at risk with all investments.