Transfer

Bring your pensions together

Find your old pensions and transfer them into one Penfold pension.

Then see what you’ve saved and what your retirement could look like, all in one place.

Your pension pot value can go up or down, but staying invested can help it grow

Everything in one place

We can help you find old pensions, bring them together and keep track of your retirement savings.

Find old pensions

We’ll help track down pensions you’ve lost touch with.

Bring them together

Transfer old pensions into your Penfold pension.

One pension to manage

See your retirement savings without jumping between providers.

See how you’re doing

Check what you’ve saved and what it could mean for your retirement.

An older Black man writes in a notebook with a laptop open beside him.

Pensions have a habit of getting left behind

Change jobs a few times and it’s easy to lose track of where your pensions are.

Keeping them separate can mean more paperwork, more accounts to manage and a less complete picture of how much you’ve actually saved.

We can help you find them and bring old pensions together in Penfold. So you have fewer pensions to keep track of and a clearer view of your retirement savings.

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Not sure where an old pension is?

You don’t need to have every detail before you start.

If you’ve changed jobs, moved house or simply lost track of an old workplace pension, Penfold can help you find the provider.

Tell us the employer you worked for and we’ll help you find the information needed to take the next step.

Smiling man looks at phone with a 'Transfer request Completed' notification.

Bringing your pensions together is simple

  • 1. Tell us about your pensions

    Share the details you have. We can help with anything you’re missing.

  • 2. Request a transfer

    Choose the pensions you’d like to bring to Penfold.

  • We contact your providers

    Our team manages the paperwork and communication with your old provider.

  • 4. Track your transfer

    Follow its progress in your Penfold account.

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One person to help with your transfer

Once your transfer starts, it’s assigned to a named member of our transfer team.

They oversee the case, follow up with your old pension provider and keep an eye on progress behind the scenes.

We’ll keep you updated as your transfer moves along and completes.

A smiling man looking at his phone with a graphic overlay showing a financial forecast of £29,204 and a "Set my retirement goal" button.

Fewer pensions. A clearer view of retirement.

Bringing pensions together can make them easier to manage. But the bigger benefit is being able to understand more of your retirement savings in one place.

  • See your pension savings together

    Keep track of the pensions you’ve brought to Penfold in one account.

  • Understand your investments

    See where your pension is invested and how its value changes over time.

  • Explore your retirement forecast

    See what your current pension savings could mean for your retirement income.

  • Plan what happens next

    Explore how different contributions or retirement choices could affect your future.

Hand holding a smartphone displaying a pension management app with a balance of £12,392.17.

Your pension, all in one place

Bring pensions together and keep track of them from one simple app.

  • See your pension balance
  • Track transfers
  • View contributions
  • See how your pension is invested
  • Explore your retirement forecast
  • Access guidance and support
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Once they’re together, what next?

Once you can see your retirement savings together, the next question might be: Am I on track?

Penfold’s retirement tools and pension guidance can help you understand where you stand, explore what your savings could mean for the future and consider actions you could take next.

And if you need help with Penfold or your transfer, our Customer Support team is here too.

It’s important to compare providers’ fees and any guaranteed benefits when deciding on whether to transfer, and be sure that the investments available are suitable for you. If your employer is paying into your pension currently, transferring that pot may mean you lose out on their contribution.

Pension Transfer FAQs