My Pension Provider does not offer UFPLS

StellaMan

Marcon said:

StellaMan said:

Unfortunately I  can't open an Aviva account myself as the initial investment has to be paid by DD or Debit Card, there's no option to transfer money from another pension  !!!

You can and there is! Open a stakeholder pension by posting Aviva a cheque for £16*, along with the completed application form, which has space for details of the transfer you want to make (so include that at the same time): https://static.aviva.io/content/dam/document-library/adviser/pensions/sp01006.pdf

Make sure you tick box 9 to confirm that you are applying direct and not using an adviser. 

**page 6 of their form is incredibly confusing. You need to enter £20 where it refers to 'Single payment by cheque' and then asks for the gross amount of your payment, but the cheque itself should be for £16 (because Aviva then add the basic rate tax top up directly to your pension, bringing you up to £20 gross)

Thanks, but I meant on their online application !

StellaMan

Malthusian said:

As opening an Aviva Stakeholder without an intermediary requires the OP to go through a phone call or some kind of process with an Aviva representative to "establish their demands and needs", it would surely be simpler to open a more modern pension with one of the providers that will do the whole process online and allow the plan to be opened with a transfer, without needing to pay in £16 + tax relief first.

I have gone through the online process with Hargreaves Lansdown now, thank you to every one of you ... the only drawback was that I had to download & sign a form that Zurich insist I supply with my signature on it ... I don't even remember opening this pension plan ... I hope it's not something my dad did for me as he's been dead for 10 years now !!!!!