Can I consolidate all my other pension pots into Collegia? How?
Yes you can! You would just need to get the name of the old pension provider(s) and their associated policy number(s).
Once you have this information please get in touch with us and we will be able to start the process. Although transferring a pension to Collegia doesn't have any additional fees from us, you'll need to double-check with your old provider whether they have any exit fees or not. Also, if you've moved home, changed your name, or perhaps your date of birth or national insurance number are incorrect on your old policy - these will all need to be up-to-date and 100% accurate on your old provider's system, so we'd recommend getting in touch with them to update your details before submitting your transfer request (otherwise they'll sadly reject your transfer until your personal details match what we provide them)!
Once you have this information please get in touch with us and we will be able to start the process. Although transferring a pension to Collegia doesn't have any additional fees from us, you'll need to double-check with your old provider whether they have any exit fees or not. Also, if you've moved home, changed your name, or perhaps your date of birth or national insurance number are incorrect on your old policy - these will all need to be up-to-date and 100% accurate on your old provider's system, so we'd recommend getting in touch with them to update your details before submitting your transfer request (otherwise they'll sadly reject your transfer until your personal details match what we provide them)!
Updated on: 09/04/2024
Thank you!