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Transferring a Pension into Chest

How to consolidate old pensions into your Chest Pension

Updated over 3 months ago

You can transfer existing pensions from other providers into your Chest Pension. Here's how.

Why consolidate your pensions?

  • See all your pensions in one place

  • Potentially lower fees

  • Easier to manage and track

  • Unlock higher cashback rates (if you transfer over £10,000)

How to transfer

  1. Make sure your Chest Pension is set up

  2. Go to Combine Pensions in the app

  3. Enter your old provider's name, policy number, and approximate value

  4. Review and submit your transfer request

  5. We'll contact your old provider and handle the rest

You can transfer multiple pensions at once if you have several old pots.

Timeline

Pension transfers typically take 4-8 weeks. The exact time depends on your old provider – some are faster than others. You can track the status of your transfer in the app.

What you can transfer

  • Other SIPPs

  • Personal pensions

  • Old workplace pensions (defined contribution)

What you cannot transfer

  • Final salary / defined benefit pensions (we recommend getting financial advice before considering this)

  • Current workplace pensions where your employer is still contributing

Before you transfer – important checks

Before transferring an old pension, check:

  • Exit fees or penalties – some providers charge these

  • Protected benefits – you may have guarantees (like a guaranteed annuity rate or protected tax-free cash) that could be lost on transfer

  • Employer contributions – if your employer is still paying in, you'd lose these by transferring

If you're unsure whether transferring is right for you, consider speaking to a financial adviser.

Tax implications

Transfers between pensions do NOT count toward your annual allowance. You're simply moving existing pension savings, not making a new contribution.

Still need help?

If you have questions about transferring pensions, contact us at hello@joinchest.com.

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