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FAQs
FAQs
Our customers' most frequently asked questions
45 articles in this collection
Written by
Ellie Lister
and
Rachel Norris
How does Penfold compare to other providers?
Why pick Penfold?
Written by
Ellie Lister
Updated over a week ago
How is your pension kept safe?
Written by
Rachel Norris
Updated over a week ago
How long does it take for a fund switch to settle?
If I change my risk level, how long does it take until this goes through?
Written by
Ellie Lister
Updated over a week ago
How can I nominate someone to receive my pension if I passed away?
How do I nominiate the beneficiary recipient of my Penfold pension?
Written by
Ellie Lister
Updated over a week ago
I'm not self-employed, is Penfold for me?
Is Penfold for employed people as well as self-employed and company directors?
Written by
Ellie Lister
Updated over a week ago
Where can I find all of my documents?
Where can I find my payment direct debit confirmation, key features, my policy reference number and all my pension information?
Written by
Ellie Lister
Updated over a week ago
Are there any transfer in fees?
Do you charge to transfer over pensions from another provider?
Written by
Ellie Lister
Updated over a week ago
Why can't I change my payment details?
Why are the boxes 'greyed out' on the payments page?
Written by
Ellie Lister
Updated over a week ago
How do I get a statement of all my contributions?
For my self assessment tax return, how can I find my total contributions?
Written by
Ellie Lister
Updated over a week ago
How do I calculate my self-assessment tax return?
Information on your pension contributions, your tax relief and how to calculate your self-assessment tax return for the self-employed
Written by
Ellie Lister
Updated over a week ago
Can I reduce my payment?
How can I increase/ decrease my monthly contribution?
Written by
Rachel Norris
Updated over a week ago
How can I pause my payments?
Where on the dashboard can I pause my payments?
Written by
Ellie Lister
Updated over a week ago
How do I change my bank details?
How can I change my bank details, and why are the boxes 'greyed out'?
Written by
Rachel Norris
Updated over a week ago
How can I locate my old pension?
Top 4 tips on how to find the details of your old workplace pension to transfer over to Penfold
Written by
Ellie Lister
Updated over a week ago
Can my employer pay into my Penfold pension?
Can Penfold allow umbrella company payments from my employer?
Written by
Rachel Norris
Updated over a week ago
How long does a transfer take?
How long does it usually take for a transfer from another provider to show in my Penfold account?
Written by
Ellie Lister
Updated over a week ago
I live outside the UK, can I have a Penfold pension?
Can I work and retire abroad and have a Penfold pension?
Written by
Ellie Lister
Updated over a week ago
Do you have any transfer out or exit fees?
Are there any costs for leaving Penfold, or transferring over to another provider?
Written by
Ellie Lister
Updated over a week ago
When will I receive my promotional bonus?
I received a special sign up bonus, when will I receive this?
Written by
Ellie Lister
Updated over a week ago
When will I receive my referral money?
Written by
Ellie Lister
Updated over a week ago
Shall I pay in through personal or business contributions?
How is it different with tax, paying in through my business or my personal bank account?
Written by
Ellie Lister
Updated over a week ago
The Big Pensions FAQ
Here's all the typical pension questions!
Written by
Ellie Lister
Updated over a week ago
Why isn't my payment showing in my dashboard yet?
My payment has come out of my bank account but it isn't showing in my Penfold account yet.
Written by
Ellie Lister
Updated over a week ago
Can I pay in through my limited company?
As a company director, can I pay into my pension through my business?
Written by
Ellie Lister
Updated over a week ago
What is Seccl?
Who is 'Seccl Custody Ltd', this showed as the reference on my bank statement?
Written by
Ellie Lister
Updated over a week ago
Why hasn't my first payment come out yet?
How long does it take for my first payment to go into my Penfold account?
Written by
Ellie Lister
Updated over a week ago
How old is Penfold?
How long has Penfold been about for?
Written by
Ellie Lister
Updated over a week ago
What happens if you went out of business?
What would happen to my money if Penfold no longer existed?
Written by
Ellie Lister
Updated over a week ago
How do I get the government's tax-top ups?
Do I need to claim my tax top ups?
Written by
Ellie Lister
Updated over a week ago
How long does it take to receive tax top ups?
When will I receive the government's tax relief?
Written by
Ellie Lister
Updated over a week ago
How much tax top-up will I get from the government?
How much tax relief will I get from HMRC?
Written by
Ellie Lister
Updated over a week ago
Is there a maximum I can pay into my pension?
How much can I contribute and receive the government's tax top ups? Will I get a tax charge if I exceed this maximum?
Written by
Ellie Lister
Updated over a week ago
Is there a minimum amount I can pay into my pension?
Written by
Ellie Lister
Updated over a week ago
Can I have multiple pensions?
Can I have a private pension, and workplace pensions?
Written by
Ellie Lister
Updated over a week ago
Can I transfer existing pensions to Penfold? How?
How can I transfer old workplace pensions to Penfold?
Written by
Ellie Lister
Updated over a week ago
Can I have a Penfold pension and other investments, like an ISA?
Does a Penfold pension stop me from opening an ISA?
Written by
Ellie Lister
Updated over a week ago
What fees do you charge?
What fees do Penfold have?
Written by
Ellie Lister
Updated over a week ago
How can I change my investment type?
How and when can I change my risk level?
Written by
Ellie Lister
Updated over a week ago
Where are my contributions invested?
Can I choose where I invest my pension, in a specific fund?
Written by
Ellie Lister
Updated over a week ago
What happens if I pass away before 55?
Who receives my pension if I don't access it myself?
Written by
Ellie Lister
Updated over a week ago
What can I do with my Penfold pension?
How can I start to access my pension?
Written by
Ellie Lister
Updated over a week ago
What risk level should I choose to invest in?
Which investment plan should I chose?
Written by
Ellie Lister
Updated over a week ago
Do I pay tax when I withdraw my Penfold pension?
Pension taxes.
Written by
Ellie Lister
Updated over a week ago
When can I withdraw my Penfold pension?
How old do I have to be to receive my pension?
Written by
Ellie Lister
Updated over a week ago
Can I withdraw money from my Penfold pension whenever I want?
When can I start to access my pension?
Written by
Ellie Lister
Updated over a week ago