Transfer a SIPP

Yes, you can transfer a self-invested personal pension (SIPP) to Beach.

A SIPP is a pension you have set up yourself previously, often making your own investments, or letting the experts manage the investments for you.

To transfer your SIPP to Beach, head into your account within the app, and navigate to transfer a pension. You’ll be asked for the name of your SIPP provider and the policy number, which you can usually find from your online account, or any paperwork provided.

We’ll handle the rest, and your money will turn up in your account within around 6 weeks (although it can be quicker or longer depending on the provider you are transferring from).

Sometimes your old provider might request some extra forms. We'll let you know if this is the case via email and help you understand them if you’d like us to.

Note: We won't charge a fee for transferring a pension. However, your current provider may charge a fee. They should let you know.