{"id":14655,"date":"2026-09-29T11:11:59","date_gmt":"2026-09-29T11:11:59","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=14655"},"modified":"2026-09-29T11:11:59","modified_gmt":"2026-09-29T11:11:59","slug":"how-to-add-a-transfer","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/how-to-add-a-transfer\/","title":{"rendered":"How to: Add a transfer"},"content":{"rendered":"\n<section id=\"hero-block_045825bde62354969ef19468598ba424\" class=\"hero black\">\n\n  \n    <div class=\"slider\" id=\"slider-block_045825bde62354969ef19468598ba424\">\n\n      <div class=\"slider-wrapper\">\n\n        \n        \n          <div class=\"slide\" data-slide-index=\"1\" data-slide-active=\"true\">\n\n            \n\n  <img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1120\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages.png\" class=\"hero-image\" alt=\"row full-width hero\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages.png 1920w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-300x175.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-1024x597.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-768x448.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-1536x896.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-640x373.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-1200x700.png 1200w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/>\n\n<div class=\"grid content body-push center-aligned \">\n\n  <div class=\"content-wrap\">\n\n    <div class=\"wrap-inner\">\n\n      <p class=\"label\">How to:<\/p>\n\n      \n        <h1 class=\"hero-title\">Add a transfer<\/h1>\n\n      \n      \n        <span class=\"hero-content\">\n\n          <p>If you&#8217;re looking to complete a transfer, whether it&#8217;s a cash, in-specie, or pension transfer, follow this quick and easy guide to help you through the process<\/p>\n\n        <\/span>\n\n      \n      \n      \n      \n    <\/div>\n\n    \n  <\/div>\n\n  \n<\/div>\n          <\/div>\n\n          \n                \n      <\/div>\n\n      \n    <\/div>\n\n    \n<\/section>\n\n\n\n\n  <section class=\"page-menu\" id=\"page-menu\">\n\n    <div class=\"nav-wrapper-outer\" id=\"nav-wrapper-outer\">\n\n      <div class=\"body-push row\">\n        \n        <div class=\"nav-wrapper\" id=\"nav-wrapper-inner\">\n          <!-- Menu goes here -->\n          <ul id=\"page-nav\"><\/ul>\n        <\/div>\n\n      <\/div>\n\n    <\/div>\n\n  <\/section>\n\n\n\n\n<section id=\"signposts-block_51a1f292f301082a30136922f93cae13\" class=\" signposts bg-pattern-1 signpost-bg-transparent\" id=\"signposts-block_51a1f292f301082a30136922f93cae13\" data-anchor-text=\"Key things to remember\" data-anchor-link=\"key-things-to-remember\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Key things to remember<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-4 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Transfer authority:                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>The transfer authority needs to be either wet signed by the client or can be digitally signed. If it&#8217;s digitally signed, we&#8217;ll require the audit trail. A list of our digital providers can be found on <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/\">our document library<\/a>.<\/li>\n<li>The transfer authority form must be submitted via secure email, which can be located via the \u2018Contact Us\u2019 section on Adviser Zone and then \u2018Secure Email\u2019.<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Cash pension and cash ISA transfers:                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>Cash pension transfers will be submitted electronically via Origo<\/li>\n<li>Cash ISA transfers will be submitted electronically via Equisoft.<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    In-specie transfers                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>Depending on the scheme, in-specie transfers will be requested via Equisoft if possible, or manually if Equisoft can&#8217;t be used.<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Re-registration:                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>Re-registration can&#8217;t be combined with any other investment types within the same application. When applying for both Cash investments and Re-registration for the same wrapper, you&#8217;ll need to complete a separate top-up application.<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_f1a0ad2d6f1c463f7b952863a1a18aac\" class=\" signposts light-gray signpost-bg-black\" id=\"signposts-block_f1a0ad2d6f1c463f7b952863a1a18aac\" data-anchor-text=\"Add a wrapper\" data-anchor-link=\"add-a-wrapper\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-100-0\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">The submission process<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>Transfers can either be requested when adding a new wrapper, by selecting \u201cAdd New wrapper\u201d, or by topping up an existing wrapper by selecting \u201cTop Up\u201d.<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-1 black\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    1. Choose a wrapper nickname                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>The wrapper nickname is optional but useful for telling multiples of the same product wrappers apart.<\/p>\n<p style=\"text-align: center;\">\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    2. Choose investment type:                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>For cash transfers, select \u2018Transfer\u2019<\/li>\n<li>For in-specie transfers, select \u2018Re-Registration\u2019<\/li>\n<li>For pension transfers, select transfer type: Standard, Block or Pension Sharing Credit<\/li>\n<li>Enter the ceding provider&#8217;s name and their address will prepopulate<\/li>\n<li>Enter the client\u2019s account number<\/li>\n<li>Enter a transfer value. If it&#8217;s a full transfer tick the relevant box<\/li>\n<li>Enter an Adviser initial charge, if applicable<\/li>\n<li>For Re-registrations, you&#8217;ll have the option to transfer all assets, or you can choose specific assets only. You also have the option of opening a stockbroking account if the client holds equities<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    3. Select ongoing charges                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><strong>Choose from:<\/strong><\/p>\n<ul>\n<li>None<\/li>\n<li>Amount<\/li>\n<li>Percentage<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    4. Add assets                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><strong>Choose from:<\/strong><\/p>\n<ul>\n<li>Cash<\/li>\n<li>Model Portfolio<\/li>\n<li>Asset<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    5. View your documents                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><strong>Document types:<\/strong><\/p>\n<ul>\n<li>Pre-sales illustration \u2013 This is an imago illustration.<\/li>\n<li>Payment instructions \u2013 This document provides our bank details for single deposits.<\/li>\n<li>Client Report \u2013 This is for your records; there\u2019s no need to send this to us.<\/li>\n<li>Application Summary \u2013 This is for your records; there\u2019s no need to send this to us.<\/li>\n<li>Direct Debit Instruction \u2013 This document is for the client to complete and send back to us.<\/li>\n<li>Re registration Authority \/ Transfer Authority &#8211; This document must be wet signed or digitally signed by the client and sent to us via secure email<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    6. Submit your documents                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>Before the transfer process can begin, the Re-registration Authority\/Transfer Authority form must be wet signed or digitally signed by the client and sent to us via secure email.<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_eac1179d23a9b61bcadb05af364efcab\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_eac1179d23a9b61bcadb05af364efcab\" data-anchor-text=\"What happens next\" data-anchor-link=\"what-happens-next\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">What happens next<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>Once you&#8217;ve submitted the transfer authority via secure email and the transfers team have submitted the transfer, you&#8217;ll be able to view transfer updates on the notification centre on the main Adviser Zone homepage.<\/p>\n<p>You&#8217;ll also be able to see transfer updates in Report Zone, under \u2018Reports About Clients\/ Wrappers\u2019 and \u2018New Business Pipeline.\u2019<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t<div class=\"col-2\">\n\n\t\t\t\t\t<div class=\"image\" data-animate-on-scroll='fade-in'>\n\n\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"1200\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Untitled-design-12.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Untitled-design-12.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Untitled-design-12-300x300.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Untitled-design-12-1024x1024.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Untitled-design-12-150x150.png 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Untitled-design-12-768x768.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Untitled-design-12-640x640.png 640w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":39,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-14655","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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