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Step into the pension glow

Get a £100 reward when you transfer a pension with a minimum value of £1,000 to Nutmeg between 3rd October 2022 and 31st December 2022.


Open to new and existing Nutmeg clients.
Terms and conditions apply

With investment, your capital is at risk. Tax treatments depend on your individual circumstances and may change in the future.

Recognised

Nutmeg has been awarded Boring Money Best Buy Pensions 2022

Protected

Your money and assets are held separately with Barclays and State Street

Trusted

We asked for your feedback and you rated us 'Great' on TrustPilot

How to get your £100 reward

By transferring a pension of £1,000 or more to Nutmeg between 3rd October 2022 and 31st December 2022 you will automatically qualify for a £100 reward. This will be paid into your Nutmeg account within three months of the completion of your pension transfer and the money in your Nutmeg pension first being invested. Terms and conditions apply.

Want to discuss your options with an expert?

If you're considering a pension transfer but still have some questions, or need help getting started, you can speak to one of our experienced wealth managers for free. They can talk you through your options and guide you through the transfer process to help you set up your pension to achieve your future goals.

Book a free call

Why transfer a pension to Nutmeg?

risk

Take control

Choose how you want us to manage your pension and what risk profile is right for your goals.

projection

Stay on track

See how much your pension could be, and exactly where it's invested with our easy to use tools.

blog posts

Trust the experts

Our expert investment team will manage your pension for you and keep you updated.

Projections are never a perfect predictor of future performance, and are intended as an aid to decision-making, not as a guarantee. The projection includes the effect of Nutmeg’s fees, investment fund costs, and market spread – personalised to your planned contributions.

How to transfer your pensions to Nutmeg

Open a Nutmeg pension pot

Choose an investment style, and risk level for your new pension pot to suit your future goals.

Check with your providers

Make sure you won’t lose any existing benefits or get charged unexpected exit fees before transferring.

Transfer your pensions

Add all the pensions you’d like to transfer. We’ll update your pension pot, usually within three weeks.

Keep track on our app

It’s easy to transfer your existing pensions, top up and track performance, all in our investment app.

As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. A pension may not be right for everyone and tax rules may change in the future. Please note that during any transfer, your investments will be out of the market. If you are unsure if a pension is right for you, please seek financial advice.

Terms and conditions

Nutmeg – Pension Transfer Offer - Promotional Terms & Conditions

The Offer

1. The following terms and conditions apply to this Transfer Offer Promotion (the “Promotion”).

2. As part of this Promotion, if you transfer a pension to Nutmeg Saving & Investment Limited (“Nutmeg”) you will receive:

 (a). a reward of £100 cashback (the “Reward”).

3. To receive the Reward, the “Minimum Transfer Amount” is £1,000.

4. The main agreement between you and Nutmeg is set out in the Nutmeg Standard T&Cs, which are available here. The terms set out below are the “Promotional Offer T&Cs”. The Promotional Offer T&Cs set out additional terms, including some terms which amend the Nutmeg Standard T&Cs. You should read both sets of T&Cs before redeeming the Reward.

5. The capitalised words in these Promotional Offer T&Cs have the same meaning as in the Nutmeg Standard T&Cs, unless they are expressly given a different meaning here.

6. If there is an inconsistency between (a) the Promotional Offer T&Cs; and (b) the Nutmeg Standard T&Cs, these Promotional Offer T&Cs will apply.

7. By completing the pension transfer request in accordance with paragraph 13 below, you are agreeing to be bound by these Promotional Offer T&Cs and the Nutmeg Standard T&Cs.

Availability 

8. The Promotion will run from 00:01 on 3rd October 2022 to 23:59 on 31st December 2022 (the “Promotion Period”).

9. This Promotion is open to new and existing customers who wish to transfer an existing pension from another provider to Nutmeg.

(a). Existing customers are individuals who are Nutmeg customers that have opened an account before the 3rd October 2022.

(b). New customers are individuals who:

(i). Have not invested with, or used the services of Nutmeg before; and

(ii). Meet the eligibility requirements in Sections 1.1 and 1.2 of the Nutmeg Standard T&Cs, at the date of opening a Nutmeg account; and

(iii). Will be transferring an existing pension into a Nutmeg Pension.

10. This offer cannot be claimed:

(a). in conjunction with any other Nutmeg offer, or promotion; or

(b). to transfer a defined benefit pension scheme into a Nutmeg Pension; or

(c). to transfer any eligible product into a Nutmeg 100%-cash pot. 

11. The Promotion is limited to one Reward per customer.

12. You must transfer only one pension from another provider. You cannot transfer multiple pensions to meet the Minimum Transfer Amount.

Accepting the Reward

13. To accept Nutmeg’s offer, and receive the Reward, you must do each of the following things during the Promotion Period:

(a). Open a Nutmeg Pension and complete a pension transfer request; and

(b). Ensure the transfer you wish to initiate meets the Minimum Transfer Amount.

When and how the Reward will be paid

14. The Reward will be paid to your account within three (3) months of the completion of your pension transfer and the funds in your Nutmeg Pension first being traded.

15. In every case:

(a). The Reward will be left in 'un-allocated cash' and you will be notified via Nutmail that you have cash waiting for allocation. You can then choose which product to allocate this cash to, or submit a request to withdraw the ‘un-allocated cash’.

(b). PLEASE NOTE: If you wish to allocate the Reward amount to your Nutmeg Pension you will first need to withdraw the Reward from ‘un-allocated cash’. The Reward will then be transferred to the bank account associated with your Nutmeg account. You can then make a contribution to your Nutmeg Pension by direct debit.

General

16. Nutmeg cannot be held responsible for any issue or delays in transferring your Pension caused by the ceding provider.

17. In addition to its rights in the Nutmeg Standard T&Cs, Nutmeg reserves the right to change, terminate or withdraw the Promotion at any time without prior notice to you in cases of:

(a). suspected abuse, fraud or violation of its rules; or

(b). your failure to comply with any obligations under these Promotional Offer T&Cs ; or

(c). unexpected operational constraints.

Where this Promotion is changed, terminated or withdrawn in accordance with this paragraph 17, these Promotional Offer T&Cs will no longer apply.

18. Nutmeg charges management and other fees. The details are available here.

19. These terms and conditions shall be governed by English law, and the parties submit to the non-exclusive jurisdiction of the courts of England and Wales.

Nutmeg Saving and Investment Limited is authorised and regulated by the Financial Conduct Authority, whose address is 12 Endeavour Square, London E20 1JN, www.fca.org.uk. Our firm registration number is 552016. Nutmeg is covered by the Financial Services Compensation Scheme. There is more information about this in our Standard Terms and Conditions