If you have any of the below types of pension or have opted out of a defined benefit or final salary scheme via a personal pension:
STEP 1. Complete and send the Letter of Authority below – adding the date and the signature of the Pensionholder (using your mouse or digital pen).
STEP 2. I will telephone you to gather the basic information needed to allow us to conduct your review in accordance with the current Financial Conduct Authority requirements.
STEP 3. I will then contact your Pension provider or providers and collect the information we need to analyse and review your current pensions.
STEP 4. I will then arrange your choice of a telephone or face to face appointment with you to make the necessary recommendations on how to maintain or improve your pension provision.
We keep our reputation by delivering the best possible levels of service to our clients. You can rely on us that:
At least once a year we recommend a further meeting or ‘catch up’, this annual review meeting is optional and subject to a charge. The purpose of this is to make sure your pension provider is doing what they say and to answer any questions you may have. Of course, you are free to call us at any time throughout the year if you need advice on any of your other financial planning questions. Please remember that we offer holistic financial advice which includes not only reviewing Pensions but also your Investments, ISAs, Life Insurance and Mortgages.