TRANSFER TRACKER

Pension & ISA Transfer Tracker

Track every transfer you have in flight: ceding provider, receiving provider, value, status, and key dates. Stored privately in your browser.

⚠ Don't use on a shared or public device. Data is saved unencrypted in this browser's local storage — anyone with access to this browser profile can read it. Use Export JSON to back up, then Clear all before handing the device on.

⚠ Pension transfer warning: Transferring a pension — particularly a defined benefit (final salary) scheme — is a significant, often irreversible decision. If your pension pot is worth £30,000 or more, you may be legally required to take regulated financial advice before transferring. Pension scams are widespread; never transfer to an unregulated provider or under pressure from a cold call. Before proceeding, consider free guidance from MoneyHelper or book a free Pension Wise appointment. This tool is for tracking purposes only and does not constitute financial advice.

Add a transfer

Type

From (ceding provider)

From - other / detail (optional)

To (receiving provider)

To - other / detail (optional)

Approximate value (£)

Status

Date initiated

Expected completion

Notes

No transfers logged yet. Add one on the left to get started.

Need a Letter of Authority first? Use the LOA Generator to produce a prefilled letter, then come back here to log the transfer. See also our pension consolidation guide.

Frequently Asked Questions

How long does a UK pension or ISA transfer typically take?

A straightforward cash transfer usually takes 4–8 weeks. Defined benefit (final salary) scheme transfers require a safeguarded benefits transfer value analysis first and can take considerably longer.

Is my transfer tracking data stored on your servers?

No — all transfer data is stored only in your browser's local storage. Nothing is sent to Wealth365 servers. Use the Export button to download a backup JSON file.

Can I track both pension and ISA transfers in the same list?

Yes — you can log any pension (SIPP, workplace DC, DB) or ISA transfer and set the current status: initiated, awaiting discharge, funds received, or completed.

What should I do if my transfer is taking longer than expected?

Contact the ceding (sending) provider first to confirm they have received and acknowledged the transfer request. If they are unresponsive, escalate to the scheme trustees or to the Financial Ombudsman Service.