STEP 1. Complete and send the Letter of Authority below – importantly adding your NATIONAL INSURANCE NUMBER, the date and the signature of the Pensionholder (using your mouse or digital pen).
STEP 2. We will telephone you to gather the basic information needed to allow us to trace your pension in accordance with the current Financial Conduct Authority requirements.
STEP 3. We will then contact Pension providers in order to locate your missing pension(s), collecting information we need to analyse and review your current pensions.
STEP 4. We then arrange a telephone appointment with one of our professional Pensions Advisers who will explain exactly what provision you currently have in place and make the necessary recommendations on how to maintain or improve your pension provision.