How long could a final salary pension transfer take?

Our step-by-step guide takes you through the stages of transferring your final salary pension.

Stage 1

You request a ‘statement of entitlement’ from your pension scheme.

Stage 2 - After one month

Your pension scheme should notify you that you need to take professional financial advice.

Stage 3 - After three months

Your pension scheme confirms the ‘transfer value’ of your pensions and will send the paperwork with a deadline to take financial advice.

Stage 4 - After six months

This is your deadline to confirm that you want to transfer your pension and provide proof that you have taken financial advice.

Stage 5 - After nine months

This is the deadline for your pension scheme trustee to complete the transfer.

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Halcyon Wealth Ltd is registered in England and Wales. Companies House No. 10311380. Halcyon Wealth Ltd registered office: 68 Lombard Street, London EC3V 9LJ Telephone 0207 868 2891. Halcyon Wealth Ltd (Financial Conduct Authority No. 758949) is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.