Your Pension - Your Future 

You can log in to your account and get a transfer quote.

Once you have logged in, click on Get a quotation and then What is the value of my pension? The transfer value can be run as often as you like and generally will change (up or down) every month with market factors and age.

If you want to guarantee the transfer value for a three-month period, you can do this by progressing past the quotation screen.

There is also additional information available regarding transfer values for divorce.

If you do decide to proceed with a transfer and your transfer value is more than £30,000, you will probably need to seek financial advice. You can find more information in this guide.

Your financial adviser will need to complete a declaration to show that they have given you appropriate advice. This declaration forms part of our transfer pack, which is available online when you run a quote.

You can find out more in this guide, including when you may need to take it and how to find a financial adviser.

When transferring, some pensions might apply a charge when you transfer out. These can be significant – sometimes several thousand pounds (depending on the size of your fund).

Zurich does not charge for transferring benefits so it’s important to check if any charges apply from the receiving scheme. Neither Zurich nor the Trustees will be liable for any charges in relation to the transfer from the receiving scheme.