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Transferring your savings to the new scheme

It may be a good idea to transfer your savings to the new pension scheme if it includes the insurances you need. 

Before your transfer your savings, it is a good idea to check:

  • Which insurances your new scheme includes – and whether they match your needs? This is especially important if you have health issues.
  • Which scheme offers the best return? 
  • When can you have the pension benefits paid?

You are welcome to contact us for advisory services. 

 

Here's how you do it

If you choose to transfer your savings, you must contact your new pension company. They will handle the administrative work. We charge a fee for the transfer.