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What you'll need to transfer a pension

If you've built up a number of pension pots and you'd like to make it easier to manage, our pension transfer service could help you.

Before you begin the transfer process it's worth making sure you have everything you need.

An estimated transfer value of your pension – available from your current pension provider 
         or from a  recent pension valuation. Minimums apply*
Provider scheme name and policy number of your current 
         pension and administrator
Your National Insurance number
Your bank / payment details if you will be making additional 
         contributions

It's also worth noting the following:
You can request a transfer statement directly from your current
         pension provider,
If you receive discharge forms with your statement, you can complete these and
         send them to us in advance to expedite the process
Some providers require up to date proof of identification before transferring out, we
         recommend you check with your provider

*The minimum to transfer your pension in cash is £10,000. If you are transferring your existing pension funds the minimum is £50,000. This can be from one or more pension accounts.

Please remember the value of investments may go down as well as up and you may not get back what you invest. Fidelity Personal Investing does not offer advice. If you are unsure of the suitability of an investment you should contact an authorised financial adviser. Transfers are a complex area and may not be suitable for everyone. Please be aware that if you transfer share classes that are not supported by Fidelity, they will be sold and the proceeds will be reinvested in supported share classes, which means you will be out of the market for a short period and may have to pay additional costs as a result. If you transfer investments that are not supported by Fidelity, then they will be sold and moved to us as cash. Exit fees may be imposed by some non-Fidelity pension schemes and you may lose out on associated benefits if you transfer out of a pension scheme.

Before going ahead with a pension transfer we strongly recommend that you undertake a full comparison of the charges, features and services offered. To find out what else you should consider before transferring, please view the transfer factsheet. If you are in any doubt if a transfer is right for you, you should speak to an authorised financial adviser who may charge for their service. With a pension you will not be able to withdraw money until age 55.

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