Pension Income Planning Ltd.
01277 600518
Please be aware that calls to and from our offices are recorded, will form part of our client records and may be used for training purposes

Client journey

Pension Income Planning Ltd only deal with referrals from professional introducers. Therefore, if you are a client without your own Independent Financial Adviser, please call our offices on 01277 600518 in the first instance, and we can discuss how you could access advice.

If you are under 55 years of age, please contact the office BEFORE undertaking the client journey.

or continue existing journey

If you have previously started a journey, login to continue where you left off below.

The client journey

The client journey takes you through the transfer process step by step.

Stage 1 - Start my journey

  • Initial information
  • Journey registration
  • Customer Privacy Notice

Stage 2 - Initial application

  • Triage document
  • Defined Benefit information document
  • Free FCA video
  • Money Alive

Stage 3 - Abridged advice

  • Client agreement
  • Fee Agreement for Abridged Advice
  • Initial client confidential questionnare
  • Letter of authority for Defined Benefit Scheme
  • Identity verification
  • Risk profile questionnaire

Stage 4 - Full Advice


pension

Sterling Court, 4 Gresham Road
Brentwood, Essex, CM14 4HN

01277 600518
01277 202233
pip@pipplanning.co.uk

Please be aware that calls to and from our offices are recorded, will form part of our client records and may be used for training purposes.

 

 

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