Consolidating all your existing SIPPs and pension accounts into Plum allows you to conveniently manage your retirement savings through a single app while taking advantage of Plum's additional features.
Here's how you can easily complete the process within the app:
Provide your personal information.
Note: If you're trying to locate a lost pension, you can refer to the UK Government's pension finder.
Choose the funds in which you want to invest your pensions. You can find more information about available funds [here
Select your beneficiaries.
Enter the details of any existing pensions you wish to transfer to Plum. You can transfer multiple pensions at any time.
Review the legal documents and sign the transfer request.
Please be aware that certain types of pension plans cannot be transferred to Plum, including:
Active Employer Pension Plans
Crystalised Pension Plans
Defined Benefit Pension Plans
If you encounter any difficulties during the pension transfer process or have further questions, please reach out to our customer support team through the 'chat to human' feature within the app or by emailing help@withplum.com.