Aviva pension transfer out form

Hi All, I have a very small Aviva pension from and job that I’m no longer in.  Can anyone point me to the transfer out form which as far as I can tell Aviva seem to be withholding, nothing clear on their website and the call handlers don’t seem to want to provide, instead they keep telling me to use the electronic transfer system ‘Origo’.  The company pension that I want to transfer into say that they don’t user Origo and state that they require a transfer value (which I can provide) and discharge forms from Aviva.    

Comments

  • JoeCrystal
    JoeCrystal Posts: 3,266 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Who is your company pension provider? I am wondering if your current company scheme is a DB pension scheme?
  • dunstonh
    dunstonh Posts: 119,147 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Can anyone point me to the transfer out form which as far as I can tell Aviva seem to be withholding, nothing clear on their website and the call handlers don’t seem to want to provide, instead they keep telling me to use the electronic transfer system ‘Origo’. 
    Aviva uses the Origo system and doesn't issue discharge forms any more on the majority of its plans. 

    If the company you are transferring to is old-fashioned and doesn't use Origo, then Aviva still does not need to issue a discharge form.    The receiving scheme just sends their stuff through to Aviva the old way.       

    Most retail pensions ceased issuing discharge forms years ago.  Nowadays, only some occupational pensions operated by the notoriously dreadful administrators still issue them (and insist on them) or certain plans that are non-standard or on legacy systems.


    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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