To transfer your Penfold pension to another provider, contact your new provider and ask them to start the transfer.
Most providers can send us a transfer request through Origo, the electronic platform used by pension providers to manage transfers. If they use Origo, they’ll handle the request for you.
If your new provider does not use Origo, they’ll need to email their transfer request to transfer.out@getpenfold.com.
We don’t provide a transfer discharge form. Instead, your new provider will need to send us a document that includes:
Your full name
Your address
Your date of birth
Your Penfold ID
Whether you’re making a full or partial transfer, including the amount for a partial transfer
Their bank details
Their Pension Scheme Tax Reference (PSTR) number
A copy of their PSTR letter
Proof of their HMRC registration, dated within the last three months
The payment reference
Once we receive everything we need from your new provider, we’ll take it from there.