Application and transfer forms - Aviva InvestorsPensionSelf-invested personal pension - AvivaApplica 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. In Part A, enter your Account Number, Full Name, Current Address, and Postcode. This information is essential for identifying your account.
  3. Provide your telephone numbers (evening and daytime) and Email Address to facilitate communication regarding your transfer.
  4. Indicate your consent for Aviva to contact you by checking the appropriate box if you are comfortable with phone communication.
  5. Authorize the transfer by signing and dating the form at the bottom of Part A. Ensure all details are accurate before submission.
  6. In Part B, the receiving scheme administrator must fill in their details including Scheme Name, Administrator, and contact information.
  7. Specify whether this is a full or partial transfer and provide any necessary bank details for payment processing.
  8. Once completed, send the form to the designated addresses provided in both parts of the form.

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To transfer ownership of shares or units into another name, the current registered holder(s) must complete a stock transfer form. We may also use personal information about other people.
Most transfers take weeks or even months due to complexities and regulatory factors, such as those outlined in The Occupational and Personal Pension Schemes (Conditions for Transfers) Regulations 2021. In exceptional cases where all requirements are met promptly, the process can be quicker.
Aviva will receive your pension transfer request via the electronic transfer system called Origo, and process it, which usually takes 4-6 weeks. Aviva will transfer the funds to your new pension account. Your new provider should notify you when the transfer is complete.
Get a handle on your savings, investments, and insurance from anywhere. Bring calm to the chaos and get an overview of all your policies under one roof. Make important policy changes and add new policy holders on the move. Make a claim when it matters most with a simple claims process.
Transferring your pension savings is usually simple. All you need to do is notify your chosen pension provider. If youre transferring other pension pots into Nest, just give us the details of your other pensions and well do the rest.
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These pension transfer costs depend on the provider, the type of pension, and the value of the pension pot. Common charges include: Exit fees: Many providers charge fees for leaving their schemes, often ranging from 1% to 5% of the pension pot.
Transferring your pension from them to another provider typically involves the following steps: Set Up a New Pension Account. First, choose your new pension provider. Process the Request. Your new provider then requests the transfer from Aviva. Transfer of Funds. Completion.