The quickest way to get the ball rolling, is to complete our Letter of Authority. It's quick, simple and we can on to dealing with your pension case right away.
STEP 1. We will speak with you to gather the basic information needed to allow us to conduct your review in accordance with the current Financial Conduct Authority requirements and ask you to complete a Letter of Authority if you haven't already done so.
STEP 2. We will then contact your Pension provider or providers and collect the information we need to analyse and review your current pensions.
STEP 3. We then arrange a telephone appointment with one of our professional Pensions Advisers who will make the necessary recommendations on how to maintain or improve your pension provision.