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How can I transfer money into Nest?

Transfer money into Nest

In this video, we’ll show you how you can transfer your money into Nest.

Coronavirus has affected investments around the world. See how this could impact transfers and your pension savings by reading Coronavirus and the Markets.

How can I transfer money into my Nest account?

  • To transfer your money into Nest you’ll need to log in to your online account and click ‘Transfers in’ at the top of the page.

  • Click ‘Request transfer’.

  • You’ll see your personal details that we have on our system. If any of your details need to be updated, click ‘Edit personal details’. 
  • You can edit your email and National Insurance number which will be updated immediately. 
  • If your name or date of birth is incorrect, we’ll ask you to send us some evidence before we can proceed with your transfer request. 
  • If the details are correct click ‘Next’.

  • You’ll be asked to enter the details of the other pension provider you’re transferring the money from. 
  • Once you’ve finished entering the details click ‘Next’.
  • Please make sure your personal details are kept up to date. If you include your mobile number, we'll text you with an update on your transfer request.

  • If you’re happy with the information that you see on the screen, click within the box By clicking the Confirm button, I am making the statements listed above. I am also confirming that I fully understand and agree to abide by those statements. Then click ‘Confirm’.

  • A confirmation message will appear on the screen, click ‘Done’.

  • Nest uses a system called Origo Options to process transfers quickly and efficiently.
  • We’ll check if your current pension provider also uses this system.
  • If your pension provider doesn’t use Origo Options we’ll send you a transfer form to complete.
  • To check the status of your transfer-in request log in to your online account and click ‘Transfers in’ from your dashboard.
  • Click ‘Check status’.

  • If you wish to cancel the transfer-in request you can click on ‘Cancel this request’. It will be cancelled immediately.

Sending your evidence and forms to Nest

To avoid postal delays, please use your Nest secure mailbox to send documents to us electronically. We can’t accept copies of birth, death, marriage or civil partnership certificates. If you are sending one of these documents, you’ll need to send the original document by post. 

To send us documents via your Nest secure mailbox: 

  • Log in to your Nest account and click ‘Mailbox’.
  • Click ‘Compose message or chat’ and then click ‘Compose message’.
  • Enter the subject, message type and the text of your message in the Your message field.
  • Click ‘Attach file’ at the bottom of the message to upload your document. You’ll need to send separate emails from your Nest secure mailbox for each of your attachments.
  • Once complete, click ‘Send’.

When using your Nest mailbox:

  • Ensure the attachment file size doesn’t exceed 2 MB. Find out more about how to resize your image file.
  • Don’t compress or zip the files.
  • Only .jpeg, .gif, .tiff, .doc, .docx, .xls, .xlsx and .pdf file types can be accepted.

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