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: 12 Feb 2018

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

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. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.