Get up to £1,000 cash back

When you transfer your pension to us

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
£200,000 + £1,000

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 transfer your pension

Don’t already have a SIPP with us? When you apply to open a SIPP, you’ll be asked to give us the details of the pension(s) you’d like to transfer.

Open a SIPP

Or if you already have a SIPP with us, you just need to log in to your account and choose ‘Transfers’ from the ‘My account’ menu to get the transfer started.

Transfer

Is our transfer offer more appropriate for you?

Before you go ahead with our cash back offer, it may be worth considering whether our transfer offer works better for you. This offer earns you up to £500 to cover your transfer costs when you move your account to us. If you are not sure which offer is best for you, then give us a call on 0345 543 8929 and we can help you.

You can’t choose both our transfer offer and our cash back offer, so it’s important you pick the one that suits you best.

More on our transfer offer


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.