Questions your existing pension provider might ask when you transfer

Here are some things your current provider may want to know ahead of a transfer:

What is the SIPP scheme name?
The Investor SIPP

What is the SIPP pension scheme reference number?
0083 5804 RJ

Is the SIPP a registered pension scheme under the Finance Act 2004?
Yes

Who is the scheme provider?
Interactive Investor Services Ltd

What is the address of the scheme provider?
201 Deansgate, Manchester M3 3NW

Who is the scheme's authorised practitioner/administrator?
BW SIPP LLP

What is the address of the scheme administrator?
201 Deansgate, Manchester M3 3NW

Who is the scheme trustee?
Investor SIPP Trustees Ltd (company no. 10670459)

What are the transfer cheque payee details? 
Investor SIPP Trustees Ltd "re YOUR NAME"

Some pension providers may ask you to return your original policy document to them or include a written declaration with your transfer application if you’re unable to find your documentation.