Lets get things moving
To get things underway there are some important actions which you AND your soon-to-be-ex now need to take.
Until these actions are completed by you both we’re unable to progress your case.
You’ve been emailed a link to this page and can return at any time.
Firstly, take these three actions
-
1 - 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 word document that you can save and come back to later
-
2 - Complete a letter of authority for each pension
This allows us to communicate directly with your pension providers so we can get all the data we need to do our job
We will need one signed for each pension so please click this button as many times as you need
-
3 - Check your State Pension Forecast
We need the full print out of your State Pension forecast, dated in the current tax year, including details of any gaps in your contribution record
You may have this already but if you don’t, you can get this online
And finally: share these with us
Now please upload the following:
Your completed client information form
Your letter of instruction, unless you’re using our template which we’ve sent separately
The relevant part of the court order, if your PODE report is court-instructed
As much pension information as possible (statements, policy docs, CEV’s etc)
Your recent State Pension forecast
👆 Here’s a quick video to explain what we need and why