Group Personal Pensions and Life

Disclaimer

Please note that Financial Ltd make every effort to ensure that the contents of the documents library are current and accurate but errors can still occur. It is the responsibility of the adviser signing off any report to check the content and ensure accuracy and relevance to the client's circumstances. Financial Ltd cannot be held responsible for any errors in client reports based on the use of our template or draft materials.

Group stakeholder suitability report

Sample suitability template for group stakeholder plans

Document last updated August 2011

More info
£16.80

Guide to group personal pensions

This guide is aimed at IFAs who are promoting and advising on group personal pensions in the workplace, either on a “direct offer” basis or a “focused advice” basis.

Document last updated November 2011

More info
£54.00

Pension opt out/non joiner form

Declaration by client who does not wish to join his/her employer's pension scheme.

More info
£12.00

Suitability Report – Group Life to Employer

A sample report letter to be used for group life protection. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80

Suitability Report – Group PMI to Employee

A sample report letter to be used for Group PMI to employee. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80

Suitability Report – Group PMI to Employer

A sample report letter to be used for Group PMI to employer. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80

GPP initial direct offer letter

A sample letter to prospective members of a group personal pension. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80