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. We will contact you by telephone to gather some basic information that will help us conduct your review in line with Financial Conduct Authority standards.
STEP 3. We will contact your Pension providers and gather all the technical information we need to analyse your existing pensions.
STEP 4. We will arrange your choice of a telephone or face to face appointment with one of our expert Pensions Advisers who will make recommendations on how to improve your current pension provision.