The larger the pension you transfer, the more cash back you’ll pocket
Got a pension elsewhere? If you transfer it to an AJ Bell Youinvest SIPP this autumn, we’ll give you between £100 and £1,000 cash back to say thank you.
How much cash back you get depends on the size of the pension you transfer in:
|You transfer||We’ll pay you|
|£10,000 – £49,999.99||£100|
|£50,000 – £99,999.99||£250|
|£100,000 – £199,999.99||£500|
More about the offer
The offer is open between 17 September and 30 November 2018.
To be eligible for the offer, you just need to have an AJ Bell Youinvest SIPP. If you don’t already have a SIPP account with us, you can open one in just a few minutes on our website.
Then, to earn your cash back, you need to transfer one or more pensions (with a total value of at least £10,000) into your AJ Bell Youinvest SIPP. The amount of cash back you receive will be based on the total value of transfers started within the offer period, rather than the value of each separate transfer. And the transfers need to complete within six months of the date you started them.
Only transfers started within the offer period will be eligible. You should check with your current provider that you won’t lose any guaranteed benefits before you transfer a pension.
How to claim your cash back
Once your transfer has started, you need to claim your cash back by emailing us at SIPPcashbackoffer@youinvest.co.uk with your SIPP account number and the overall amount you’re transferring. You won’t receive any cash back unless you email us these details, so make sure you remember.
Once your transfer is complete, we’ll then pay your cash back into your nominated bank account.
Terms and conditions apply.