Step 1: Have the following details at the ready...
- Name of the pension provider
- Your policy/reference number (every pension provider will give you one of these when you originally open your pension)
If you're unsure of how to find out the pension provider or policy number, check out our guide on how to find your old pensions, or feel free to use the Find a Pension service in the Compound App.
Step 2: Log in to your Compound App, and follow the "swipe to find your pensions" button on the home screen.
This will take you to a page where you can choose from two options:
1) Find a pension
2) Transfer a pension
If you click "Transfer a pension" you will be able to enter the details we mentioned above, and then Compound will do the rest. Compound will make sure to keep you updated along the way, and we will also never transfer a pension that has safeguarded benefits / is a defined benefit pension.
Risk warnings: Capital at risk. Transferring a pension isn’t right for everyone. You may lose valuable benefits, guarantees, or protections by transferring your pension to another provider.
