AJ Bell Pension Change of Address

Complete Your AJ Bell Pension Change of Address Online

aj bell pension change of address

AJ Bell Pension Moving House

aj bell pension moving home

When moving home it is best to update your address across your pension providers (and all other accounts). 

We’ll cover how to complete your AJ Bell pension change of address online in just a few minutes.

If you’re moving home you need to let your pension provider(s) know about your change of address. If your AJ Bell Pension is registered to your previous address you will miss out on potentially important information.

Since you’re moving home, we will also cover how you can update your address across other essential institutions and companies (HMRC, Council, NS&I, Energy etc…) at the same time.

Firstly, we’ll explore a quick, safe and hassle-free way of updating your address with AJ Bell Pension (and tell other companies) that you’re moving.

Let’s jump straight in to completing the AJ Bell pension change of address.

address updater pension
Pension change of address

Tell everyone that you’re changing address in minutes. 

At the click of a button we’ll update your address with your AJ Bell Pension and across any other all accounts, at the same time in one place. You can also update your address with other pension providers, water, electoral roll, HMRC, councils  and others that you are moving home. You can do this yourself manually if you prefer (see below) or use our hassle-busting service to save hours of time.

COUNCIL TAX ADDRESS CHANGE

HMRC

Council

tv licence change of address

TV Licence

lloyds pension change of address

Pension

slc change of address

Student Loan

water change of address

Water

COUNCIL TAX ADDRESS CHANGE

Electoral Roll

ns&i change of address

NS&I

COUNCIL TAX ADDRESS CHANGE

HMRC

Council

tv licence change of address

TV

lloyds pension change of address

Pension

water change of address

Water

slc change of address

SLC

COUNCIL TAX ADDRESS CHANGE

E. Roll

ns&i change of address

NS&I

Address change

STEP 1

Update your address

Select who needs to know you're moving - AJ Bell, HMRC, Electoral Roll etc..

changing address online

STEP 2

About you

Enter your previous address, new address and the date you moved home

updating your address with slothmove

STEP 3

Submit

Click submit and we'll update your address with accounts automatically

Our sloths will save you the time and hassle of organising all of the updates by taking care of everything in one place 🦥

 

Once you click submit we’ll update the address on your AJ Bell Pension as well as any other institutions or companies you selected. You won’t need to do anything further, so you can kick-back, relax and spend your time doing something else.

If you’d prefer to update AJ Bell yourself manually, you can call AJ Bell’s customer service team on 0345 54 32 600

How To Update Your Address With Your AJ Bell Pension

How To Update Your Address With Your AJ Bell Pension

Whether you currently draw your pension or not, it’s important to update your AJ Bell Pension (along with any others such as National Grid, Railways pension scheme, State Pension etc…) when you’re moving home.

Having the most up-to-date address across your pension accounts means you won’t miss any important updates by mail, nor will they go to a third party.

Here’s how to complete a quick and simple AJ Bell Pension home move and other address changes:

  • Head over to SlothMove’s moving home platform
  • Select who needs to know you’re moving (AJ Bell Pension, HMRC, electoral roll etc…)
  • Tell us about your move (previous address, date of move etc…)
  • Click complete and we’ll update your addresses automatically

You can also update your address with AJ Bell by phone (0345 54 32 600 or online account here.

If you’re using SlothMove you will also be able to select other pension providers and update them at the same time.

To complete the AJ Bell Pension moving house process you’ll need to provide:

  • National Insurance number
  • Pension reference number
  • Date of birth
  • Full name
  • Full address
  •  

Can I cash in my AJ Bell pension?

Can I cash in my AJ Bell pension?​

You can cash in your AJ Bell pension from age 55.

You may find it helpful to review AJ Bell’s retirement planner which will show you everything you need to know about expected retirement income and withdrawal options.

In deciding when you wish to draw money from your pension it’s worth considering the following:

  1. When do you need the money? Withdrawing early can affect tax advantages and reduce your exposure to the benefits of compounding interest
  2. Will withdrawing your pension place you into a higher tax band? Withdrawing your pension may place you into the 40% tax bracket, making it uneconomical to draw. You can sidestep that tax if you wait until you retire.
  3. What state benefits do you receive? If you are in receipt of state benefits, your pension may send you above certain thresholds thereby rendering you ineligible to claim. Overall, it is really worth considering the timing of when you draw down funds.

When can I take my AJ Bell Pension?

AJ Bell provides the facility for a self invested personal pension (SIPP). So, when can you withdraw from a SIPP?

Excluding extraordainry circumstances such as terminal illness, you can’t access the money in your SIPP until you are aged 55 or older.

Interestingly, this minimum to retire will rise from 55 to 57 in 2028. Following that, it will rise in tandem with the state pension age, remaining 10 years below it.

How do I transfer my AJ Bell Pension?

Now we’ve covered how to complete a change of address for your AJ Bell pension, let’s look at how you transfer other providers into one place.

Most people reach end up with pensions across multiple providers. It can be easier to transfer all pensions into one place. This helps you to keep track of where everything is, save money on fees and make it simpler to manage.

So, how do you transfer your National Grid Pension?

To transfer your National Grid Pension you will need the following 4 pieces of information:

  1. Your current pension provider’s name (and the policy numbers)
  2. The scheme name of the pension you’d like to transfer
  3. Your National Insurance number
  4. Know how you’d like to invest your pension.

You would then submit an application and National Grid would process that. if you’d like to take your pension from National Grid to another provider then you would first need to choose where you’d like your pension to be managed. Then, follow that specific providers process.

AJ Bell Pension Moving house & Beyond

AJ Bell Pension Moving house & Beyond​

We’ve covered everything you need to complete the AJ Bell Pension moving home process  🎉 

We’ve discussed how to update the registered address on your AJ Bell Pension, as well as how to transfer-in other providers. We’ve also covered some insight on when you can draw down your pension. Now we’ve covered how to update your address, feel free to explore SlothMove.

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