The transfer process can take several months to complete, so it is important that you start the process as soon as possible if you are considering taking a transfer from the BW Plan.

Step 1 : Building your understanding

Find out more about what the scheme offers and the different ways you can take your benefits if you were to transfer.

Click here to start the process.

Step 2: Get a transfer value

If you want to go to take financial advice on your options you firstly need to request a Transfer Value.

Click here to see how you do that.

Step 3: Advice on your opinion

If your Transfer Value is larger than £30,000, you can only transfer if a specialist financial adviser recommends that it’s best for you.

We have appointed an adviser and will pay their costs. 

Click here to find out more.

Step 4: Making it happen

If the recommendation is to transfer your adviser will set up the new plan and make sure the money gets paid across.