Transfer a pension scheme member's savings

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Document information

Moving an individual's pension fund from one scheme to another and guarding against pension liberation.

Adapted edition

Document type
Reference Guide
Format
DOCX
Pages
5
Language
English
Version
1.0
Updated
2026-09-16
Description

Moving an individual's pension fund from one scheme to another and guarding against pension liberation. Consult the original guidance for current legal and operational details.

Contents
  • Overview
  • Transfers and pension liberation
  • Your scheme wants to receive a transfer
  • Responses to registration enquiries
  • Response 1
  • Response 2
  • HMRC concerns about the receiving scheme
  • Your scheme has a member wishing to transfer their pension
  • Overseas transfers
Source and licence
Transfer a pension scheme member's savings

HM Revenue & Customs

AttributionHM Revenue & Customs, ‘Transfer a pension scheme member's savings’ (updated 18 August 2026), reused under the Open Government Licence v3.0.

ChangesNeutral text-only adaptation from the official GOV.UK Content API body: headings, paragraphs, ordered and unordered list items and clickable source-link destinations in an appendix preserved. Images, logos, page design, accessible-format request widgets and linked attachments excluded; normalised whitespace, invisible format marks and typography.

Version history
  • v1.016/09/2026
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