The benefits of consolidating your ISAs or pensions

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The benefits of consolidating your ISAs or Pensions File size: 274KB

If you have collected a number of different ISA or pension accounts across several different providers, monitoring and managing them can become increasingly difficult. Find out the different ways bringing your investments together can help you reach your investment goals by downloading our free guide.

What's in the guide?

  • See the numerous benefits that come with consolidating your ISAs or pension
  • Find out how we can help make consolidating your investments a hassle-free experience
  • Learn more about our award-winning service

Before you consider transferring a pension, it is important to ask yourself: Will I lose any valuable benefits or features from my existing pension plan? Will I incur any penalties on my existing pension if I transfer? Is it an occupational final salary pension scheme? (in which case it is very unlikely to be advisable to transfer) Have I considered the charges on my current plan? (a new arrangement may be more expensive – especially if you have a stakeholder pension).