How to transfer a pension

If you want to transfer a pension to the HL SIPP, there are different ways to do it, including online. Here's how to transfer a pension to Hargreaves Lansdown. 

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Before you start

  • If you're new to HL, you will need to create an account as part of the transfer process. This can take up to 48 hours, so please bear this in mind.  
  • Make sure you have all the information you need to hand before you transfer. 

How to transfer as an HL client

  1. Go to the transfer page. 
  2. Select the account you want to transfer from your current provider. 
  3. Select the HL account you want to transfer it into, then select ‘Next’. 
  4. Select 'Yes’ to being a client then select ‘Next’. 
  5. Read the important information, Key Features and Terms and Conditions, then if you're happy, select ‘Continue’.  
  6. Enter your login details and select ‘Continue’. 
  7. Select your current provider's name from the dropdown list. 
  8. Enter the reference number of the account you’re transferring and its approximate value. 
  9. Select whether to transfer your investments as they are, or to sell your investments first, then select ‘Confirm’. 
  10. Check the information about your account is correct. 
  11. Select ‘Continue’ to confirm. 
  12. Read the confirmation and select ‘Finish’.  
Start transfer now

How to transfer if you are not an HL client

  1. Go to the transfer page.  
  2. Select the account you want to transfer from your current provider.    
  3. Select the HL account you want to transfer it into, then select ‘Next’.  
  4. Select ‘No’ to being an HL client then select ‘Next’.    
  5. Read the information you’ll need for your account then select ‘Create my HL account’.  
  6. Enter the required information for your account, including your name, address and the login details you want to use.  
  7. It can take up to 48 hours to create your account. We will email you a link to continue your transfer once it’s complete.  
  8. Follow the link in the email to continue your transfer.   
  9. Select 'Yes’ to being a client then select ‘Next’.   
  10. Read the important information, Key Features and Terms and Conditions, then if you're happy, select ‘Continue’.  
  11. Enter the login details you created and select ‘Continue’. 
  12. Select your current provider's name from the dropdown list.   
  13. Enter the reference number of the account you’re transferring and its approximate value.  
  14. Select whether to transfer your investments as they are, or to sell your investments first, and select ‘Confirm’.  
  15. Check the information about your account is correct and select ‘Confirm’.  
  16. Read the confirmation and select ‘Finish’.
Start transfer now

What happens next

We’ll email you to confirm your transfer. Then we’ll keep you up to date with progress and email again when the transfer is complete. 

Remember not to change your investments while your transfer is in progress.

Also in Transferring to HL

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