To make the transfer process as straightforward as possible, here’s what information you need to hand to complete your pension transfer journey online:
- The name of your existing pension provider and it’s reference number.
- Your national insurance number.
The small print
The cash reward offer ends 11th November 2022, customers must complete their request to transfer to us online.
Available to both new and existing NatWest Invest customers.
You must transfer your pension(s) from a non-NatWest Group company – it excludes NatWest, Royal Bank and Coutts Invest.
The cash amount that we pay you will be calculated in line with the table above. It is based on the aggregate value of any pension transfers into your NatWest Invest Pension, less all amounts withdrawn and/or transferred out during the period between 5th September 2022 and 11th November 2022 inclusive (the ‘Aggregate Transfer Value’). For the purposes of calculating the Aggregate Transfer Value, all qualifying contributions shall be valued at the value we receive from the transferring pension manager.
Provided you have met the eligibility criteria, the cash will be paid no later than 31st May 2023.
We may withdraw this offer anytime before 11th November 2022.