Transfer a pension

If you have pensions from old jobs (or even other pensions you’ve set up yourself), we can transfer them over to your Beach pension pot. Allowing you to see and manage all your retirement savings in one place.

It’s only a few details and we’ll handle the whole pension transfer process.

To transfer a pension, navigate to ‘Settings’ within the app (top left on the app), and select ‘Transfer a pension from a previous job to Beach’, and follow the simple steps to confirm your transfer. You’ll need the name of your existing provider, and if you have it, your policy or reference number (which should be on any documents you have).

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

Pensions you can transfer

• Personal pensions – From an old job, or one you’ve set up yourself (and haven’t withdrawn money from it).
• Pension from your current job
• Pensions with defined benefits – Such as where you receive a guaranteed income (common in public sector jobs such as the NHS).This includes ‘defined contribution schemes’ with guaranteed benefits too.

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