1. Introduction
Once a client has completed our client journey they will be allocated to a dedicated case handler who will communicate with them throughout the process.
2. Abridged Advice review
Clients are provided with an Abridged Advice review before any scheme-specific research is conducted. A review will only take place once the client has provided all the necessary fact-find and supporting information we require.
On conclusion of the Abridged Advice review, a concise report summarising the outcome will be issued, either confirming that it may be in their best interests to remain with their DB scheme or that it may be unclear and requires further investigation.
3. Full Advice
Where the client progresses to Full Advice, their case handler will gather any additional information required for the next meeting with the allocated Pension Transfer Specialist.
Full Advice fees are agreed in advance of the Full Advice meeting and are payable regardless of the outcome of our advice.
4. What happens next
Where a recommendation is to transfer, we will carefully and
efficiently guide the client through the submission process at a face-to-face
meeting (this can be conducted by Zoom).
5. Ongoing service
Introduced Clients
Once our advice process has been completed, this creates a clear end to our relationship with your client. At this stage your client can now receive an ongoing service from you without any additional input or guidance from Pension Income Planning Ltd.
Direct Clients
Where a transfer has been recommended, Pension Income Planning Ltd will invite you to a review meeting to discuss the ongoing management of your new pension plan. Alternatively you may select an IFA who you trust to address the ongoing servicing.
Pension Transfer Client Advice - Need to talk to us about a clients’ pension transfer requirements?
Please complete this form with your details and the reason for your request. A member of our specialist team will then be in touch.
