Before you apply
Before proceeding to the application you should ensure that your client has been provided with
- A copy of our retirement pack
- A copy of our key features
- An illustration
- A discussion about payment for services or advice
What you need to apply
- Confirmation from the client of their consent to any Adviser Charges
- Discharge papers from transferring company, if applicable
- Completed lifetime allowance form
- Trustee, administrator and member signature
Please return completed forms to
15 Dalkeith Road
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