Lets get things moving asap

We now need you to take the following actions. Until all are completed and information uploaded from both parties, we will be unable to progress your case. Once these tasks are completed it’s over to us.

You’ve been emailed a link to this page and can return at any time.

Firstly, take these four 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 pdf that you can save and come back to later

    download form

  • 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

    SIGN Letter(s)

  • 3 - Provide your 'letter of instruction'

    The letter of instruction tells us which calculations you would like Suzanna to include

    If you don’t have a letter of instruction ready to give us, use our easy-to-follow template

    instruction template

  • 4 - Check your State Pension Forecast

    We need the print out of your State Pension forecast, dated in the current tax year

    You may have this already but if you don’t, you can get this online

    Get a forecast

And finally: share these with us

Now please upload the following:

  • Your completed client information form

  • Your letter of instruction, if you haven’t used our template

  • As much pension information as you have gathered so far

  • Your recent State Pension forecast

Upload your documents here