COMBINING PENSION POTS
Introducing Iris, your personal pension buddy
Consolidate your pension savings
Confidence in your financial future
The figures shown are for illustrative purposes only
Your personal pension buddy
I'm smart, I'm sweet, I'm there on your screen. Introducing your new best friend in pensions… Iris!
The best part?
I'm totally down to earth! I talk like a normal person (no jargon or technical terms) and work at your pace. You don’t need to know much about pensions or even where your details are.
All you need to do is chat with me online.
How I can help you
In the time it takes to have a cuppa, you can set the wheels in motion. I get to work, tracking down your various pension pots. Then I put all those savings together into a single, a NatWest Cushon pension that’s invested to benefit both your savings and the climate.
The technical term for this is pension consolidation, where you combine pension savings into one pot to make it easier to understand, track and manage. With NatWest Cushon, you even get an app to help you track and plan ahead. Maximum visibility and control!
Not to boast, but I'm such a whizz that I can do all this without you needing to find any pension policy numbers. All you need to know is your work history or the name of your previous pension. I’ll figure out what pension they offered when you were there, track down your account and bring you those details – then transfer the funds into one pension with your approval. Easy peasy!
All I needs from you is:
The names of your old workplaces and periods you worked there
OR
the name of your previous pension company
...and you’re done!
Pensions can be daunting and really confusing, so it’s common for people to leave them where they are and ignore them. But that means you have no idea if you’re saving enough to afford the life you want when you’re older.
If you feel anxious about your pension, you’re definitely not alone. Sometimes it takes a friendly face and a simple chat to make the first step, and that is exactly why I’m here. I keep it simple and friendly and won’t overwhelm you.
Batman has Alfred. Your pension has Iris.
Whether you chase baddies or deadlines, life is full of drama and it helps to have a sidekick. Someone who can get things ready in the background while you do more important stuff. Someone resourceful and organised, with your best interests at heart – or in my case, in my coding.
As your personal pension buddy, I take your orders and work in the background.
The value of investments can fall as well as rise, and you may get back less than the full amount you invest.
The information on this page is not personal advice.
Transferring your pensions into one plan may not be right for you. You can get more information from MoneyHelper and if you're unsure you should speak to a financial adviser.