Finding access to personal advice
If you are not a professional introducer, we understand that trying to manage pensions across many different providers can be both time-consuming and difficult.
So if you are an individual client without your own Independent Financial Adviser and require help, please contact Pension Income Planning on 01277 600518 in the first instance, and we can discuss how you could access the advice you may require.
If you are under 55 years of age, please contact Pension Income Planning prior to undertaking the Client Journey process.
I'm a returning client continuing my 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
