Research and analysis

Processes and costs of transferring a pension scheme (WP107)

Research into the processes and costs involved in transferring pension pots between providers.

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Working Paper No. 107

By Andrew Wood, Peggy Young, Naomi Crowther and Annalise Toberman

The Department for Work and Pensions (DWP) has a model called Ipen that produces state and private pension outcomes for hypothetical individuals or couples.

This report presents findings from qualitative research with pension providers and third-party administrators, into the processes and costs involved in transferring pension pots between providers. This research was carried out in October and November 2011, by RS Consulting, on behalf of the Department for Work and Pensions.