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Gen2724 form standard life

Gen2724 2025

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The document is a Transfer Application form for transferring a Standard Life pension scheme to another UK registered pension scheme. It includes guidance on completing the form, requirements for evidence of earnings, and warnings about potential pension scams. The planholder must complete specific parts of the form, while the receiving scheme's trustee or administrator must confirm details about the receiving scheme. The document emphasizes the importance of understanding tax implications and risks associated with pension transfers.

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Click ‘Get Form’ to open the gen2724 in the editor.
In Part 1, enter your personal details including title, surname, first name(s), National Insurance Number, date of birth, and contact information. Ensure you use BLOCK CAPITALS for clarity.
Proceed to Part 2 where you will input details about the Receiving Scheme. This includes the scheme's name, HMRC Pension Scheme Tax Reference number, and type of scheme. If applicable, provide information about regulated advice received.
In Part 3, the Trustee or scheme administrator must confirm various declarations regarding the Receiving Scheme. Ensure they complete this section accurately before proceeding.
Finally, in Part 4, review all entries carefully before signing and dating the form. Make sure to check that all required fields are filled out correctly to avoid delays in processing your transfer request.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I transfer my standard life pension to another provider?

To transfer your pension, all you need is the name of your pension provider, your pension plan number, and a rough value. All of these should be on a recent statement. Remember youll need to check there are no benefits or guarantees youd lose on transfer.

Do Standard Life offer partial transfers?

Scheme Retirement Age: 60. Are partial transfers allowed? Yes Partial transfer value quotes can be requested by active and deferred members.

Does Standard Life charge for transfer out fees?

Standard Life does not charge for pension transfers, whether you are moving to or from their scheme, and you should be able to apply online.