Scottish Widows

Transfer form – answers

Note: these answers are for guidance only.

Page 1

Add:
• Plan/Policy number (located in the Beach app, Profile icon (top left corner) > Find & transfer pensions > Scottish Widows).
• Your name
• Your signature
• Date
• Tick the box

Section 1 - Your decision

1. Manage my pension myself through a personal pension.

a – Yes
      £50,000

b – I want to move away from Scottish Widows to a pension I can better manage myself. I understand the process, risks and investments.

c – No
      No
      No

Section 2 - Starting the transfer process

2.
a – No
b – Yes
c – I researched and searched online.

Skip to section 3

Section 3 - Background to the transfer request

3. A personal pension.

4. I am not receiving any incentive, cash, or bonus, or anything listed above.

5. I am aware I cannot withdraw my pension before 55 or face significant tax consequences.

6. I have not been promised any specific or guaranteed return.

7. No

8. Yes

9. No

10. No

11. No

12. No

Section 4 - The advice you’ve received  

13. No

a – I am confident making decisions about my pension myself.

Skip to section 5

Section 5 - Pension investments and charges

18. Yes
     BlackRock LifePath fund for UK retirement savers

19. No

20. No

21. No

22. No

23. BlackRock LifePath fund. Factsheet provided.

24. No

25. Yes
      Yes

26. No

27. No

28. Yes
      £0
      £0
      0.73%
      £0

29. Yes

30. Yes

31. Yes

Section 6 - Information about the scheme you’d like to transfer to

32. Yes

a – 723719

33. No

Skip to section 9 (don’t send any other evidence)

Section 9 - Final checklist  

Tick

Tick

Tick

No Tick