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What information will I need to transfer?

 

You'll need to tell us:

  • the name of your existing provider
  • your account or policy number with your existing provider
  • the estimated value of your transfer
  • the value of any Vanguard funds you hold with your existing provider (if any)

If you don’t already have a Vanguard account, we’ll also need your personal details, including your National Insurance number. 

You can find out more on our transfers page.

Need more help?

Our UK-based team is ready to answer your questions

If you are an existing client, please send us a secure message using the Inbox feature within your account. This will help us respond with information specific to you.


If you are new to Vanguard, please send us a message with email.

Getting help in difficult circumstances

Please contact us if you’re having financial difficulties, navigating a difficult time in your life, or if your mental wellbeing is affected. This happens to many in these uncertain times. We’re here to help.

Have a complaint?

Find out what you can do
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