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.