When do I need a transfer form?

Our transfer in forms can be found here: https://p1-im.co.uk/p1-platform-important-information/

Transfer forms are only required when the ceding scheme does not facilitate electronic transfers or if the product type requires forms to proceed.

For a transfer in, the ceding scheme will need to confirm what they require to proceed.

For a transfer out, we would proceed using forms for the receiving provider.

The majority of providers will accept scanned/digital copies of forms and signatures, however it is usually found that legacy pensions and Cash ISAs from banks/building societies will always insist on original forms with a wet signature.