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UMBRELLA RETIREMENT FUND MEMBER EXIT INSTRUCTION Complete this form when you leave your employer so that we know how to process your benefit. Do not complete this form if you wish to remain invested

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How to fill out moving your pension when

01

Contact your current pension provider to inform them about your intention to move your pension.

02

Research and compare different pension providers to find one that suits your needs.

03

Complete the necessary paperwork provided by the new pension provider.

04

Provide any requested information or documentation to facilitate the transfer of your pension funds.

05

Monitor the progress of the transfer and ensure that it is completed successfully.

Who needs moving your pension when?

01

Individuals who are changing jobs and want to transfer their pension from their previous employer's scheme to a new scheme.

02

People who are looking to consolidate multiple pension pots into one for easier management.

03

Individuals who are unhappy with the performance or fees of their current pension provider and want to switch to a better option.

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What is moving your pension when?

Moving your pension refers to transferring your retirement savings from one pension plan to another.

Who is required to file moving your pension when?

Individuals who are transferring their pension from one plan to another are required to file for moving their pension.

How to fill out moving your pension when?

To fill out moving your pension, you will need to contact your current pension provider and the new provider to complete the necessary forms for the transfer.

What is the purpose of moving your pension when?

The purpose of moving your pension is to ensure that your retirement savings are managed and invested as per your preferences and goals.

What information must be reported on moving your pension when?

You must report details of your current pension plan, the new plan you are transferring to, and any fees or charges associated with the transfer.

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