What happens at a platform when you transfer pensions and investments?

Bite-sized Assembly

Have you ever wondered how the transfer of pension or ISA or other investment actually gets transferred? Well now you will.

Because Transact’s Sian Ayling and Brian Radbone explain all in this bite-sized Assembly in conversation with host, Richard Allum.

In fewer than 15 minutes, they recap the reasons why transfers became a thing in the first place, why it can be hard to predict the time it takes to complete some in-specie transfers (it’s not just faxes that get a mention here but physical post), and why electronic transfer providers – like Origo – are making a difference to the ease of transfers.

Along the way, Sian and Brian talk about the effect of new UK pension transfer regulations, designed to fight scams, on the pace of transfers between providers.

Tune in and you’ll discover just how much choreography is required to make platform technology perform.

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Richard said we’d include a link to The Pension Regulator’s guidance on transfer requests. Here it is:

Dealing with transfer requests

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