Transfer checklist

Gather your pension pots
Page functions Print this page
Breadcrumb Navigation

No matter what type of pension you currently have, you need to reassure yourself that it remains the best type of pension to meet your future needs.

In thinking about your future needs, these are some of the questions you should ask yourself, or better still, your financial adviser.

Consolidation
  • Is it straightforward to work out what’s in each fund and what it all adds up to?
  • Is it easy collecting information from several sources?
Investment performance
  • Is there enough investment choice?
  • Can you switch between different funds when you need to?
  • Is investment performance good enough (especially with-profits)?
Lower charges
  • Are the charges still competitive?
Flexibility
  • Can you self-invest?
Moved jobs
  • Do you only have a pension with your current employer?
  • Are you still contributing to all your pension plans?

If you’ve answered 'No' to any of the questions above, you might benefit from a pension review with your financial adviser. It’s important that you also think about any disadvantages to transferring – your financial adviser will be able to help you.

man wearing hat and ski goggles

Things to consider

Are you sure that transferring is the best option for you?

handshake 2

Why transfer to us?

AEGON is one of the leading providers in the individual pensions market.

Next steps

If you would like more information you should talk to a financial adviser.

Find a financial adviser in your area.

AEGON customers

View and manage your accounts online.

Log in or register

Call us on:

08456 10 00 10

If you have a question about a specific product or service visit our contact pages.