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How can I transfer money out of Nest?

Transfer your money out of Nest

In this video we’ll show you how to transfer your money out of Nest, where you can transfer your money to and what to look out for before you transfer out of Nest.

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

What do I need to know before transferring my money  out of Nest?

  • Nest uses a service called Origo Options, which can be the quickest and easiest way to transfer your pot.
  • Before requesting a transfer pack, you might want to check with the other scheme to see if they use Origo Options.
  • If they do, they can send us the transfer request on Origo.
  • If they don’t, we’ll require the transfer pack to be completed.
  • If you're transferring to an overseas scheme, you can call our contact centre on 0300 020 0090 to request transfer pack.
  • 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.

How do I get a transfer pack?

  • The quickest and easiest way to request the transfer pack is by logging in to your online account.
  • Click 'Transfer to another pension provider' in Quick links at the bottom of your dashboard.

  • Then click ‘Explore this option’.

  • On the next page, you’ll need to click ‘Send me a transfer pack’. We’ll send you an information pack about transferring out of Nest.

How and when will I receive the transfer pack?

  • Your transfer pack should be available in your Nest secure mailbox within 48 hours.
  • If we hold a valid email address for you, we’ll email you to let you know when it’s there.
  • If you’ve told us you prefer paper communication, the pack will also be sent to you by post and should reach you within four working days.

What do I have to do with the transfer pack?

  • Once you receive the transfer pack, you’ll need to read the instructions in it carefully before entering the details.
  • You’ll need to send us the completed form to the address mentioned in the form for us to start processing your request.
  • We may ask you to send us some proof of identification if required by post.
  • If you want to transfer your Nest retirement pot to an overseas scheme you need to call 0300 020 0090.

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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