Can I transfer an existing pension into a SIPP?

Yes, you can transfer most types of pension into a SIPP and we do not charge for the transfer. Please see our transfer to us page for more details.

Before transferring to us please check your investments can be held in an AJ Bell Youinvest SIPP. 

If you are transferring in cash, remember that you will be out of the market while the transfer takes place which means you will not be affected by market rises or falls during this time.

If you are transferring other types of pension schemes into a SIPP, such as occupational schemes, you may lose valuable benefits and should seek professional advice to ensure this is the correct decision for you.

If you move a pension when you know that your life expectancy is less than two years, the transfer may become subject to inheritance tax. Please take financial advice if you think this may apply to you.