How can I transfer money into Nest?

You can transfer another pot into Nest if: 

• your other pot is from a UK-based pension scheme registered with HMRC
• it’s from a defined contribution scheme and you’re transferring more than £50
• it’s an early leaver cash transfer from another workplace pension scheme that you’ve been paying into for less than 2 years
• it’s a pension credit transfer given to you after a pension sharing order or after divorce or dissolution of civil partnership 

You can’t transfer another pot into Nest if:

• your other pot is from an overseas pension scheme
• you have any existing or proposed bankruptcy or other receiving orders on the pension
• it’s from a ‘disqualifying pension credit’ given to you after a divorce or dissolution of civil partnership
• your other pension pot is 'earmarked', which means that some or all of the money must be set aside for an ex-spouse or ex-civil partner 
• your other pension has benefits that are still being paid or are in drawdown

 If you’re not sure whether your pot qualifies for a transfer, please check with your other pension provider.

• Log in to your online account and select ‘Transfer a pension’ 
• Select ‘Request a transfer’ 
• Select ‘Get started’ and follow the on-screen instructions

If you’re over age 50 and are transferring your pension in order to take your money out, we recommend that you get free, impartial guidance from Pension Wise first.

You can also book an appointment with Pension Wise online or call them on 0800 138 3944 between 9am to 5pm, Monday to Friday.

You might need to fill out a transfer request form, depending on which pension scheme you’re transferring from. You can send us the forms through your online account or by post. It’s generally faster to upload the documents online or send them through your Nest mailbox.

• Log in to your Nest account and select ‘Check transfer status’
• Select ‘Upload your documents’. You can upload up to 3 attachments at a time, as long as each file is under 4MB 
• Don’t compress, zip or password protect the files
• Only .jpeg, .gif, .tiff, .doc, .docx, .xls, .xlsx and .pdf file types can be accepted

You can also send us the evidence or forms through your Nest mailbox. Select ‘Messages’ from your dashboard and then select ‘Mailbox’. For more information, please see How do I view my Nest mailbox and documents?

If you want to send the documents through post, you can send it to Nest, Nene Hall, Lynch Wood Business Park, Peterborough, PE2 6FY.

• Log in to your online account and select ‘Check transfer status’ 
• You’ll see details of your current and any previous transfer requests