Ok, so you're ready to set up your pension. But how do you actually get started? In this article, we'll walk you through everything you need to set up a pension plan.
To set up your private pension, you'll need a few bits of information handy. Before you start, make sure you have:
You'll also likely need to have your bank details ready - so you can set up payments into your pension.
You can also set up a new pension by transferring in a pot from a different provider.
To do this, you'll need the policy number and details of your old pension. You can find out how to track down all this and more with our guide to finding and transferring old pensions.
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Got all your documents handy? Great, you're all set.
It takes just 5 minutes to set up a Penfold pension. Just tell us a little about you, pick your plan and choose how you'd like to contribute. You can get started with a one-off payment, set up a regular monthly contribution of as little as £1, or transfer in an old pot.
You can sign up online or via our app. To find out more, here's how the Penfold pension works.
Create an account, or get in touch with our team for more help.