How to transfer your pension savings using our mobile app
There’s a lot to think about when it comes to transferring your pension savings. While there could be benefits of transferring, it’s important to take some time to understand the risks. If you decide it’s right for you, you can authorise the transfer of your pension savings using our mobile app. Follow the steps below to request your transfer on the app.
1. Log in to our mobile app using touch/face ID or your password. If you’re not already registered, it’s easy to start. You can download our mobile app for free via the App store or Google play - just have your plan and NI number handy.
2. On the Your plans screen tap Workplace pension - see your plan.
3. Scroll to Ways to boost your plan tap this option.
4. Next tap Transfer payments - then continue journey to transfer your workplace plan to Royal London.
Remember that investment returns are never guaranteed. So while your savings could grow, their value can also go down. This means you could get back less than you put in.
Transferring may not be in your best interests as you may lose valuable benefits which can’t be replaced. We recommend you speak to a financial adviser before making a decision.