Ask Value Research

Can I transfer my pension pot to NPS?

The option to transfer from your one pension provider to another is not available

I have purchased HDFC Life-New Immediate Annuity Policy on 14 April 2015 for ₹68,000. The first installment of pension of ₹4253 has been received on in April 2016. Now I want to switch the whole annuity amount to NPS. Kindly guide me how it can be done and what is the procedure for it?
- Chandra Bhan Singh

The option to transfer or switch from your existing pension fund to NPS or any other pension provider is not available. This option doesn't exist for most pension plans. Plus, NPS is meant to accumulate a retirement corpus ahead of getting an annuity.

This article was originally published on June 14, 2016.

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