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process to transfer a skakeholder pension
leicestercash
Posts: 17 Forumite
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You need to get transfer/discharge forms from CIS and get a transfer application from the new scheme. If you are seeking advice, the adviser will sort the forms from both. If you are going direct then its pointless as that is usually the most expensive way to buy a pension. Using an execution only IFA is better and they will also supply the right forms.
If there is protected rights on the pension you will also need HMRC form CA1544.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.0
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