How do I transfer a pension to a Moneybox Pension?

You will be able to submit a pension transfer as part of opening a Moneybox pension. You’ll be prompted to choose your current pension provider from a list and select the fund you’d like your pot to be invested in. Finally, we will need your pension policy number. You should be able to find this on any statements or letters  about your existing policy.

Once this is submitted, we’ll get the transfer kicked off.  If your provider requires you to complete any additional forms or paperwork, they will usually contact you directly to confirm this, and we’ll pass along any information we receive at our end.

Our pensions team will then track the progress of your transfer and get in touch should there be any delays or issues. You can also see the progress in the Wealth tab of the app.