Pensions we can help with that the client can self manage

Mjordan

We've a new client who needs help setting up a pension (to accept a pension share) but doesn't need ongoing advice currently (she's in the accumulation phase and needs to maximise growth). Does anybody know of providers who will allow us to set up a pension but then step away? She will want to add one off contributions, maybe regulars etc. She might need advice in the future and wants to retain the option for an adviser to be paid for this from the pension, hence the reason not going D2C.

I think Royal London might be able to do this. Any others?

TomLloyd_Read

Not sure if it is quite the same scenario, but we were able to take agency over a client's existing Fidelity pension which was self managed, advised on some transfers to it, provided investment instructions, got paid from the pension, and have since stepped down again. Might be worth a try? Alternatively I guess there is always the £500 advice allowance which could be facilitated by some D2C contracts?

richallum

Transact does this but there is an additional fee.