Now you’ve signed up to Penny, how do you ensure all your pensions are successfully transferred?
1️⃣ The most important thing is making sure each of your old pension providers holds correct, up-to-date personal details for you🕵️
These include: Name , NI Number, Address and Date of Birth 📁
Have you changed your surname at all?
Have you moved address since changing jobs?
We may not be able to get any policy info or transfer your pension if any of these we hold, do not match what your old pension provider holds. ❌
If you think any of these from an old job may have changed, all you need to do is call up your old pension provider and you can update these over the phone or online through their website. 📞 🌍
You can find your old provider's number here 👉 Contact Numbers
2️⃣ Speed up the process by telling us your policy number if you know it!
This can be found on any letters or emails from old providers. You can enter a policy number when you've found it on the Pension Tab in the app.
3️⃣ Sit back, relax and let Penny do all the work 🏖
You will be notified through the app every time we have an update about your pension. 📱
If you have any new information regarding a pension or need an update, you can just drop us a message on intercom. 👌