FOR ADVISERS ONLY
Workplace pension transfers
What you can expect
Flexibility
You can leave the hard work to us and use our direct offer process. Alternatively, we can support you if you'd rather provide advice or run the direct offer process yourself.
Engaging employee communications
We have a range of materials to help employees make decisions about transferring their savings.
Dedicated transfer contact
Your dedicated contact will manage the entire process. They’ll send employee communications and arrange transfers for those who decide to move their savings, keeping you and your client up to date throughout.
Online application process
It's quick and easy for employees to submit their applications online, but if they prefer, they can still print the forms and post them back to us.
Choosing direct offer
If you want us to do the hard work, our direct offer process is simple and easy to use. But if you’d prefer to take on the process yourself, that’s ok, we’ll support you along the way.
Either way, we have engaging employer and member materials to use throughout the process and our dedicated transfer team will also be on hand to help. They'll liaise with you and the employer so you know what's happening every step of the way.
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Want to know more?
If you want to find out more about how we’ll support you and your clients when it comes to transferring retirement savings, download our guide or speak to your usual Royal London contact.