How long does it take to transfer existing pensions to mynestegg?

The majority of pension transfers at mynestegg are completed using Equisoft and Origo. This means that we don't require paper based forms and can use technology to connect directly with your existing pension provider. These transfers take on average 15 calendar days but this can vary between providers.
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Some pension providers are not on Equisoft and Origo and therefore require a digital signature on a transfer form which we will email to you once you have completed the sign up journey. These transfers typically take up to 30 calendar days but again vary depending on the provider.

What are the next steps I need to complete to transfer a pension?

To complete the pension transfer process, you need to go through the following steps:
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- Complete the pension calculator
- Tell us the names of your existing pension providers
- Create your mynestegg account by providing us with the necessary personal information
- Sign any digital transfer forms if needed
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We will then do the hard work in the background to transfer your existing pensions to mynestegg. You can track the progress of your transfers at all times through your mynestegg portal and/or mobile app.

What are the fees for transferring my existing pensions?

mynestegg has a very competitive and simple charging structure. As a client you will pay the following:
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Yearly Account Fee: 0.45%
Fund Fee: 0.12% - 0.23% (varies with risk)
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Total Yearly Fee: 0.57% - 0.68%
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We don't charge any initial fees for transferring pensions and do not charge any transfer out or exit fees.

How do I setup my account to transfer my existing pensions?

To create a pension account and transfer your existing pensions, you need to have the following information to hand:
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- Existing pension provider name(s)
- Existing pension policy number(s)
- Policy valuation
- Your National Insurance number
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We will also ask you for some personal information such as home address, marital status and employment status.

Why should I transfer my existing pensions to mynestegg?

There are many potential benefits of transferring your existing pensions to mynestegg. These include the following:
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- We have one of the most competitive charging structures in the industry so you can keep more of your returns
- We invest your money with the biggest asset managers in the world using a passive investment strategy
- You can track your account at any time through the mynestegg app
- You can reduce your paperwork and increase the ease of managing your pensions if you have everything in one place

Can I transfer an international pension?

We don't currently accept transfers in or transfers out to pension schemes registered outside of the UK.

I can't find my pension provider

If your provider name is not on our list you will have the option to manually type your provider name.

Is there a minimum pension transfer value?

There is no minimum transfer value when moving existing pension policies to mynestegg.