Keeping it so simple
When we are advising people on pensions it can be complicated and difficult getting the information we require to advise you effectively. Therefore, we will complete letters of authority for you to sign that will give us the permission we need to obtain the information required from your providers so that you don’t have to. All we will need for these letters is the product provider, policy name and policy number. Sometimes, it can be difficult for you to find this information, particularly if the plan was put in place a long time ago. If you can’t find the details of an old pension you can track it down, free of charge, using the government’s Pension Tracing service. To find out more about pre-retirement planning, contact us today.