You should be comfortable with the investment choices that you make for your clients as they may lose features, protections, guarantees or other benefits when they transfer.
Retirement planning
Your Retirement Planner can help you take control of your savings, set your retirement goals and work out the most suitable time for you to withdraw your money.
Learn more about your options
Transferring your pensions and ISAs
Potentially save money by consolidating your pension pots and ISAs. Transfer your pension or ISA and track your performance in one place.
Investment returns aren't guaranteed. The value of investments may go down as well as up and you may get back less than you originally invested.
Transfer your savings