Q. What can be transferred?

A. Pensions we can transfer:-

  • Retirement Annuities.
  • Personal pensions including National Insurance contracted-out plans.
  • Stakeholder plans.
  • Executive Pension Plans.
  • Section 32 buy-out bonds.
  • Occupational schemes and attached AVC accounts.
  • Self-invested schemes – NOTE: we cannot accommodate a transfer of the scheme's investments.
  • Residual fund balances associated with pensions in payment, which are in capped drawdown or flexi-access drawdown.
  • In addition, Britannia has special arrangements in place to transfer 131 type contracts from Jersey - and locked-in plans domiciled in any country within the European Union.

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