Document Library

Issue Date	Document Name/Content	Download:
Apr 2022	Retirement Options Booklet – Version 12	Click Here
Aug 2023	Client Fair Value Statement	Click Here
Aug 2023	Terms of Business – Comprehensive, Flexible, Review Based & Transactional	Click Here
Aug 2019	General Data Protection Regulation Consent Form	Click Here
June 2019	Terms of Business – Health & Life Cover	Click Here
June 2019	Terms of Business – Mortgage & Equity Release	Click Here
May 2019	Auto Enrolment Summary – (Updated info)	Click Here
April 2019	FSCS Protection Guide	Click Here
Jan 2019	Data Privacy Policy	Click Here
Feb 2018	Client Newsletter – February 2018	Click Here
April 2017	Detailed Guidance for Employers – Auto Enrolment – by The Pensions Regulator	Click Here
July 2015	Should I Cash in my Pension to do a Buy-to-Let?	Click Here
Aug 2020	Service Charge PTS Addendum – for Pensions with Safeguarded Benefits	Click Here
May 2024	Privacy Policy	Click Here