As you may know, the True Potential Investor (tpinvestor) provides fully managed investment portfolios. You can have many accounts, from a Pension to a stocks and shares ISA.
We’ll cover how to complete your True Potential Investor 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 True Potential Investor 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 True Potential Investor (and tell other companies) that you’re moving.
Let’s jump straight in to completing your tpinvestor 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 the True Potential Investor fund 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.
Select who needs to know you're moving - True Potential Investor, HMRC, Electoral Roll etc..
Enter your previous address, new address and the date you moved home
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 with your True Potential Investor account 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 True Potential Investor yourself manually, you can call 0800 046 8007
Whether you currently draw your pension or not, it’s important to update your True Potential Investor pension (along with any others pensions you may have such as National Grid, AJ Bell, 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 True Potential home move and other address changes:
You can also complete your tpinvestor pension change of address by phone on 0800 046 8007.
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 True Potential Investor pension moving house process you’ll need to provide:
You can draw your from your True Potential Investor from the age of 55.
Tpinvestor 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.
Now we’ve covered how to complete a change of address with True Potential Investor, 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 True Potential Investor Pension?
To transfer your True Potential Investor Pension you will need the following 4 pieces of information:
You would then submit an application and National Grid would process that. if you’d like to take your pension from True Potential Investor 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.
We’ve covered everything you need to complete the True Potential Investor moving home process 🎉
We’ve discussed how to update the registered address on your True Potential Investor, 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.