Transferring retirement savings

You might want to help members transfer retirement savings from their previous scheme to the new scheme. We can help make this an easy process.

We provide flexibility when it comes to transferring retirement savings:

  • You might already provide a service to help members transfer their savings through your direct offer service or advised transfer process. We'll support you to deliver this service.
  • Alternatively, we can manage the transfer process for you.

Here’s an outline of the steps involved in our direct offer process, and how we can support you to manage the transfer process smoothly:

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Want to know more?

For more information, download our useful Transferring Retirement Savings guide, or speak to your usual Royal London contact.

Last updated: 28 Sep 2018

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.