What product are you looking to transfer?
Please choose the product you’re transferring and find the relevant guide to assist you.
SIPP
SIPP cash transfer
How to transfer a pension in cash.
SIPP in-specie transfer
How to transfer a pension in-specie.
Personal Portfolio
Personal Portfolio transfer
How to transfer a General Investment Account into the Aberdeen Personal Portfolio. (These are always in-specie).
ISA
ISA cash transfer
How to transfer an ISA into the Aberdeen ISA Stocks and Shares in cash.
ISA in-specie transfer
How to transfer an ISA into the Aberdeen ISA Stocks and Shares in-specie.
Transfer tracking
It is easy to keep track of all transfers into Aberdeen from the Transfers in Progress filter in your Workflow.
Once in a Transfer in progress, expand the + option on the left-hand side and you will see a Summary progress bar.
Click the Quick Actions three dots to view further detail on the progress of this if required.
You can also view your Transfer business by using the dynamic menu on the top right of the screen.
Go to Tracking > Orders > Transfer / re-registrations.
