Jarvis makes the process simple and straightforward, whether you're moving your pension to us or from us. We believe you should have full control over your retirement savings, and that includes the freedom to choose the pension provider that best suits your needs.
How to transfer:
Moving your pension from Jarvis is easy. You will need to do the following:
Inform your new provider of your intention to transfer, and they will initiate the transfer request, through the platform Origo.
Inform your new provider that Jarvis's name on Origo is - Seccl Custody
Provide your new provider with your Jarvis policy number
How to find your policy number:
Please log in to the Jarvis app/website to retrieve your Policy Number. Once you’re logged in, follow these quick steps:
Tap the hamburger menu icon (☰) in the top corner.
Go to Documents → Statements.
Click on any of your statements or click on 'Request a Statement'
Download the statement and open it up
Scroll down to the 'Accounts Overview' section showing a table
Your policy number will be under 'AccountID'
Your full policy number is JARVS-[AccountID] - it's important to give your new provider your Account ID with 'JARVS' before it.
If you see two different Account ID's, that means you also have a workplace account from your current employer. If you have money in both accounts, you will need to provide your new provider with both policy numbers.
I can't see my downloads:
If you are using Apple, it can be hard to find your downloads. Here's what you need to do:
Click to download your statement
This will open up Safari and you'll see 'Download'
Once you click this, you'll see a blue downward arrow pop up on the left of your screen - click on this arrow
Then click on 'Downloads' and you'll be able to open the downloaded file
No Exit Fees, No Transfer Fees:
At Jarvis, we believe in transparent and fair pricing. That's why we won't charge you any exit fees if you decide to transfer your pension to another provider. Similarly, there are no fees for transferring your pensions to Jarvis, regardless of how many pensions you consolidate with us. We want to make it as easy as possible for you to manage your retirement savings.