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Creating and managing pension savings accounts

These videos show how to create and deal into Pension Savings Accounts, including switching and rebalancing. We also explain how to transfer a pension.

For pension accounts that are in drawdown, please view the ‘Creating and managing pension drawdown accounts’ page.

Pension summary report

5-min watch

Creating Pension Savings Accounts through lump sums and regular contributions

4-min watch

Pension Savings: Cash transfers and re-registrations

3-min watch

Employer RSP for existing clients

5-min watch

Setting up an employer RSP for a new client

5-min watch

Pension Savings Accounts: switching & rebalancing

2-min watch