Do you have a pension scheme with your current or previous employer?​

Also known as an occupational pension plan, these schemes are set up by employers and can provide benefits including a tax-free lump sum (within certain limits), and pension income in retirement.

These benefits will generally be based on;

• your final earnings or your average earnings throughout your career (defined benefit schemes)
• or
• the value of your pension fund at retirement (defined contribution schemes).

Apart from benefits on retirement, company pension schemes may also provide benefits to your spouse / dependents on death after retirement. 

The benefits provided by these schemes can vary greatly depending on how they are set up. There may be also be various options available to you regarding how you can drawdown these benefits. It is important to gain a full understanding of your entitlements before making any financial decisions in relation to your retirement. 

 Complete and return the Letter of Authority and allow us to do the heavy lifting for you. 

1) Your signed Letter of Authority will allow us to liase with the relevant employer/s and underwriters (pension provider) on your behalf. 

2 )We will obtain the information needed about your entitlements and present it to you in format that is understandable and jargon-free. 
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3) One of our team of Retirement Advisors will then talk you through your options and the process involved in settling your claim.
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To get started, download the following Letter of Authority.
​Submit it along with your details in the Contact Form below and we will be in touch.

Letter of Authority
Click here to download

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