How long will it take to transfer a SIPP from another provider to you?

Once you’ve given us the details of the account that you want to transfer, we will take it from there. The transfer time depends on various factors, for example, the type of investments you’re transferring is a major factor. As a guide:

  • Cash only should take two to four weeks
  • Equities four to six weeks
  • Funds six to eight weeks
  • Foreign holdings 10 to 12 weeks

If you’re transferring cash and investments, your cash will be transferred to us after your investments. Other factors that influence transfer times include:

  • How long it takes your current provider to respond to our requests
  • Whether the documentation required by us, or your current provider, is completed correctly
  • Whether you still have to pay fees to your current provider, including closure and administration fees

If you're transferring investments into your SIPP, you can track the progress of your transfer.