Well done 👋
Almost there. The final thing for you to do is to complete your onboarding tasks.
Read our Terms of Engagement
Please read this document carefully as this forms the legal relationship between us. If you have any questions, please do get in touch. The document will be emailed to you or you can download it now.
Pay the initial fee
We take a small upfront payment before we start work on your case.
Complete our client information form
This gives us your personal and pension information and will be relied on by us when completing our work. This is a fillable pdf that you can save and complete in stages.
Sign a letter of authority for each of your pension
This document allows us to communicate directly with your pension providers so we can get all the data we need to do our job.
Give us your instructions
You will need to provide us your ‘instructions’ concerning the calculations you would like Suzanna to include. This is a legal requirement. To make this easier we have an instruction template for you to use.
Some people like to get on with the instruction straightaway, but if you’re finding things a little overwhelming, there is no need to do this just yet.
There is plenty of ‘data gathering’ to do before we get to the specific calculations.
If you aren’t sure what to include in your instruction, our trusted partner Kim Sare of Guided Financial offers a 20-minute online zero cost ‘PODE instruction’ service for our clients, which you can book here:
🗓️ https://calendly.com/guided-financial/pode-instruction-support
Upload the following documents to our secure folder
Here’s what we need to see:
Your completed client information form
As much pension information as you have already gathered
A recent State Pension forecast (if you don’t have one, please get one here)