STEP 1. Complete and send the Letter of Authority by clicking the link 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.
Charles Derby Direct offer both independent and restricted financial advice from the whole of the market, 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’. 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 as Independent Financial Advisers, we offer holistic financial advice which includes not only reviewing Pensions but also your Investments, ISA’s, Life Insurance and Mortgages.