How does the transfer from an old savings plan take place (individual transfer)
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You have just made a request to transfer an employee savings and/or retirement plan from your Epsor savings account. Here are the next steps before your savings arrive at Epsor:
1️⃣ Epsor contacts the former manager and begins the process of transferring your savings; this step can take approximately three months. During this period, you will still be able to carry out operations from the personal space of your former manager.
The former manager must come back to you to settle any transfer fees.
2️⃣ Your savings arrive at Epsor and will be invested by default in the less risky fund in our range.
3️⃣ End of the transfer , you can now carry out operations from your Epsor personal space: modify your investments, change your investor profile, unlock your savings, make personal payments, etc.