Existing customers

Manage your existing pension fund, and see how bringing your pension pots together may be a good solution for you. Our short film helps explain how consolidation works.

Keep in mind that what you’ll get back depends on several things, for example how your investments perform and how they're taxed. You may get back less than you invested. Transferring may not be the best option for you.

If you are still unsure about anything, we recommend you speak to a financial adviser. Alternatively, our associates are available at Aegon Assist.

Retiready

How good would it feel to be able to monitor and take control of all your retirement savings in one place? Retiready lets you do exactly that. You may be able to consolidate existing pension funds or ISAs into your Retiready pension or Retiready ISA, leaving you with just one easy to manage retirement plan.

What you’ll get back depends on several things, for example how your investments perform and how they're taxed. You may get back less than you invested. Transferring may not be the best option for you.

The following video is about Get your Retiready Retirement readiness score and has a transcript (see below).

So we can accurately work out your score, it helps if you have the following information to hand:

  • Salary
  • What annual income you’d like in retirement
  • Details of existing pension pots
  • Details of existing retirement savings

Pension consolidation

More and more of us are switching jobs several times in our lives. This means that our pension funds are often scattered about, which can make it hard to get a complete picture of our savings or how on track we are for retirement. Moving your retirement savings into one pot, in one place, can help you take control.

Consolidating your retirement savings brings clarity and convenience, puts you firmly in control and cuts down on paperwork. It might even save you money by avoiding multiple charges.

It might not always be in your best interest to transfer an existing pension. So if you’re unsure about this or any other financial decision you should seek financial advice. If you need more support, Pension Wise(Opens new window) is a free and impartial service that helps you understand your new pension options.