services
Transfer your Retirement Savings Account
to CardinalStone Pensions
Transfer your Retirement Savings Account (RSA) to CardinalStone Pensions for a seamless customer experience, designed to give you more control over your savings for retirement. Our extensive expertise in fund management, customer-focused service, and transparent reporting, positions us as the best choice for ensuring your retirement savings, and your future are in capable hands.
benefits
Why Choose CardinalStone Pensions
1.
Better Returns on your Investments
Enjoy competitive returns on your pension contributions through expert fund management.
2.
Enhanced Customer Support
Experience personalized and responsive support tailored to your needs.
3.
Transparency
Receive regular updates and detailed reports to keep track of your retirement savings.
4.
Ease of Switching
Seamless and hassle-free retirement account transfer process with guidance every step of the way.
Whether you're seeking better returns or improved service delivery, our Retirement Savings Account transfer process makes Saying YES to 'the life' after retirement that much easier.
So, before you continue with your day, take the time to move your Retirement Account to a PFA that is aligned with your financial goals.
Switch to CardinalStone Pensions today for a secure and rewarding path to the retirement you deserve.
Retirement Account Transfer Window Guidelines
The Process
Switching your Retirement Savings Account (RSA) to CardinalStone Pensions is straightforward. Follow these steps to begin enjoying superior pension fund management:
- Confirm eligibility: Ensure you meet the eligibility criteria, including having an active RSA PIN registered with the National Pension Commission (PENCOM).
- Engage with CardinalStone Pensions: Visit our website, office, or contact us to express your intent to switch and get guidance on the process.
- Provide Required Documents: Submit necessary documents, including a valid means of identification, updated biodata, and other supporting information.
- Fill the RSA Transfer Request Form: Complete the RSA Transfer Request Form accurately. Our team will guide you through the process to ensure compliance with PENCOM requirements.
- Biometric Data Verification: Visit a National Pension Commission (PENCOM) approved Data Recapture Centre to update and verify your biometric data, if not already done.
- Wait for PENCOM Approval: The Retirement Savings Account transfer process is initiated, and PENCOM validates the request to ensure accuracy and compliance.
- Switch Confirmation: Once the transfer is approved by PENCOM, your Retirement Savings Account funds will be securely moved to CardinalStone Pensions. You’ll receive confirmation of the successful switch.
Eligibility Criteria
- Existing RSA Holder: You must have an active RSA with a licensed Pension Fund Administrator (PFA) in Nigeria.
- PENCOM Registration: Ensure your RSA is registered under the National Pension Commission (PENCOM) and has a unique Personal Identification Number (PIN).
- Valid Means of Identification: Provide a government-issued ID, such as a National ID card, International Passport, Driver’s License, or Voter’s Card.
- Completed RSA Transfer Form: Fill out the RSA Transfer Request Form with accurate details.
- Updated Biodata: Your information (e.g., name, date of birth, employer details) must be consistent across all records with your current Pension Fund Administrator and PENCOM.
- Compliance With Transfer Window: Transfers can only be initiated during the open RSA Transfer Window as stipulated by PENCOM.
- No Outstanding Loan on RSA: Ensure there are no liens or encumbrances on your RSA funds.