Member Support
Help articles for all members of Jarvis
84 articles
Your Account
Your Jarvis Account
How to create an accountGetting started with Jarvis
How do I change my personal detailsHow to update your personal details
How do I add or change my beneficiaries?How to add or change a beneficiary
How do I download my statement?Contributions statement
Trouble logging inNot receiving your code, code not working, or need another way in, here's how to fix it.
How do I change my name on my account?How to update your name, and which documents we accept for a legal change.
How do I find my policy number?Where to find your Jarvis policy number in the app.
I can't open my downloaded statement on an Apple deviceHow to find a statement you have downloaded on iPhone or iPad.
I haven’t received my enrolment emailWhat to do if your Jarvis welcome email is missing and how to resend it.
Growing Your Pension
Your guide to contributions and saving over time.
What’s the maximum I can contribute to my pension?Your simple guide to pension allowances.
How can I change my pension contributions?How Jarvis puts you in control of your contributions.
How to contribute a lump sumContributing into your pension pot
What is the annual pension allowance?A practical guide to UK pension allowances.
What if my income goes up and down?How Jarvis works for variable incomes.
Should I contribute personally or from my limited company?The differences between personal and company contributions.
What happens if I move overseas?How moving overseas can affect your Jarvis Pension.
Can my pension go down?Why choosing the right risk level for you is important.
My contribution is not showing. What should I do?How long contributions take to appear and what to do if they are missing.
Understanding your annual pension statementWhat your annual statement shows, where to find it, and what the projections mean.
I can't see my contributions
How to connect to employer
Stopping your pension contributionsHow to cease your contributions, what it means, and what happens next.
Transferring Pensions
How to simplify your retirement universe.
How to transfer old pension pots to JarvisConsolidating your pensions
Does consolidating pensions cost money?Your guide to how pension transfer fees typically work.
Why should I consolidate my pensions?The challenges and risks of trying to manage separate pensions.
What if I already have several small pensions?How Jarvis can bring your retirement universe together.
Can I transfer a pension that’s in drawdown?Whether you can transfer pensions later in your life.
How long does a pension transfer take?What to expect when you transfer a pension.
Do I have to transfer my pensions to use Jarvis?Why you’re in control of what you bring into Jarvis.
How do I transfer my pension out of Jarvis?How to transfer your Jarvis pension to another provider
Can I transfer an international pension to Jarvis?Why international pensions can’t be transferred to Jarvis.
Does Jarvis charge exit fees?Making it easy to transfer pension plans
How can I trace my old pensions?Tracing old pensions when you don't have any information
How to fill out manual transfer formsInformation required to fill out your forms to transfer to Jarvis
What is Origo?
What are common reasons for pension transfer rejections and how can they be resolved?Understand why pension transfers into Jarvis can be rejected and the steps you can take to resolve each issue.
How does Jarvis manage Workplace and Personal Pension Jars, and what should I know about transferring them?Learn how Workplace and Personal Pension Jars work in Jarvis and what to consider when transferring funds between them or from other providers.
How do I find and consolidate my old pensions?How to trace old pensions and transfer them to Jarvis.
Changing Employer
What happens to your pension when you change jobs, get re-enrolled, or rejoin.
Will my employer re-enrol me automatically?How the 3-yearly re-enrolment cycle works and who is eligible.
Will my employer re-enrol me automatically?How the 3-yearly re-enrolment cycle works and who is eligible.
Can I ask to rejoin my pension scheme?How to request to rejoin without waiting for automatic re-enrolment.
Why has my employer moved my pension to Jarvis?
Withdrawals
What to expect when you hit your retirement age.
Do I pay tax on my pension income?The basics of tax on your pension.
What happens when I retire?How to start enjoying the freedom you’ve worked for.
What happens if I die before using my pension?How Jarvis helps you prepare for the unthinkable.
Can I withdraw pension money whenever I want?The limitations of drawing money down from your pension.
Can I transfer my pension to another person?Why pension funds can’t be transferred to other people.
What are the options available to withdraw from my pension once I turn 55?How can I access my pension?
What is the State Pension?Everything you need to know about state pensions
A Guide to Your Jarvis Pension Withdrawal FormsThe forms you need to withdraw your Jarvis pension, and how to fill them in.
When can I start withdrawing from my pension?The minimum age to access your Jarvis pension and when it changes.
What are the current withdrawal limits at Jarvis?Eligibility rules for withdrawing directly from your Jarvis pension.
I want to withdraw more than £10,000. What do I do?How to transfer your Jarvis pension to a provider that supports flexible drawdown.
How long does the pension withdrawal process take?Find out how long it takes to receive your pension funds once you've started a withdrawal, from initial request through to money landing in your bank account.
How do I withdraw from my Jarvis pension? (step by step)The four steps to request and receive a withdrawal from your Jarvis pension.
What documents do I need for a withdrawal?The forms and ID you need to provide to process a Jarvis pension withdrawal.
Do I pay tax when I withdraw my pension?How the 25% tax-free lump sum works and what happens with emergency tax codes.
How long does a withdrawal take to process?Typical processing time and what might cause delays.
Can I access my pension early due to ill health?When early access may be possible and how to contact us about your circumstances.
Trust & Security
FCA regulation, FSCS protection, fees, and how your data is kept safe.
Safeguarding your pensionUnderstanding Pension Scams and How to Protect Yourself
Is Jarvis regulated?Jarvis’ FCA authorisation status and how to verify it.
Is my money protected if something happens to Jarvis?How your pension savings are protected by FSCS and held separately from Jarvis’s funds.
How is my personal data kept safe?How Jarvis protects your data, our ICO registration, and UK GDPR compliance.
Opting Out
How to opt out, what happens after the window closes, and refund timelines.
Can I opt-out again after being re-enrolled?Your opt-out rights when your employer re-enrols you into the pension.
How do I opt-out of my workplace pension?Step-by-step instructions to opt out within the 30-day window.
How can I stop pension deductions, including after the opt-out window has closed?Learn how to stop your pension contributions, whether you're still within the one month opt-out window or need to cease contributions after it has closed.
How to manage pension scheme opt-out and resolve payroll issues?A practical guide for employers and payroll teams on managing the opt-out process, refunding contributions where required, and resolving payroll errors linked to scheme membership changes.
How can I stop future pension contributions in Jarvis?A guide to pausing or stopping future pension contributions to your Jarvis pension, and what it means for your existing savings.
Investments
Jarvis portfolios, asset allocations, self-select, and switching funds.
What investment portfolios does Jarvis offer?An overview of Jarvis’s three pre-built portfolios and the self-select option.
What is in the Conservative portfolio?Asset allocation and risk profile for the Conservative investment option.
What is in the Adventurous portfolio?Asset allocation and risk profile for the Adventurous investment option.
Can I choose my own investments?How the Jarvis self-select option works and what asset classes are available.
How often is my pot value updated?When your Jarvis pension pot value refreshes and where to check it.
How do I change my investment fund?How to switch between portfolios in the Jarvis app and how long it takes.
Tax Relief
How to reclaim extra tax relief as a higher rate or limited company taxpayer.
How do I claim extra tax relief as a higher rate taxpayer?How to reclaim the additional 20% or 25% through self-assessment or a tax code adjustment.
I pay through my limited company. How does tax relief work?How employer contributions from a limited company are treated for tax.
Pensions Explained
What a DC pension is, types of pension, and a glossary of key terms.
What is a defined contribution pension?How DC pensions work and why Jarvis is a defined contribution scheme.
What are the different types of pension?A brief overview of DC, DB, state, and personal pensions.
Pension glossaryKey pension terms explained in plain language.
Vulnerable Customer Support
How Jarvis can help if you're in a difficult situation and where else to get support.
How can Jarvis help if I’m in a difficult situation?How to let us know if you need extra support and what we can do.
Where else can I get help?Free external support services for pensions, money, and mental health.