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Questions your existing pension provider might ask when you transfer
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Questions your existing pension provider might ask when you transfer
Questions your existing pension provider might ask when you transfer
Your current pension provider may ask some of the follow questions when you transfer:
- What is the SIPP pension scheme reference number?
0083 5804 RJ - Is the SIPP a registered pension scheme under the Finance Act 2004?
Yes - Who is the scheme provider?
Interactive Investor Services Ltd - What is the address of the scheme provider?
2nd floor, One Embankment, Neville Street, Leeds, LS1 4DW - Who is the scheme's authorised practitioner/administrator?
BW SIPP LLP - What is the address of the scheme administrator?
163 West George St, Glasgow, G2 2JJ - Who is the scheme trustee?
Investor SIPP Trustees Ltd (company no. 10670459) - What are the transfer cheque payee details?
Investor SIPP Trustees Ltd "re YOUR NAME"
Some pension providers may ask you to return your original policy document to them or include a written declaration with your transfer application if you are unable to find your documentation.