STEP 1. Complete and send the Letter of Authority below – adding 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 conduct your review in accordance with the current Financial Conduct Authority requirements.
STEP 3. We will then contact your Pension provider or providers and collect the 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 make the necessary recommendations on how to maintain or improve your pension provision.
* We are only able to send one LOA per provider, if you hold more than one policy with a number of different providers these must be sent to us individually.
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Unfortunately, we cannot advise on state pensions and can only provide advice to UK residents. The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Pensionlite Ltd Registered in England & Wales No. 10517547. Registered Address: Summit House, 13 High Street, Wanstead, London, E11 2AA. Pensionlite Ltd is an Appointed Representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct authority does not regulate Inheritance Planning, Estate Planning, Taxation and Auto Enrolment Advice.
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