Nath
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Just to add to my comment above, ensure you screenshot the confirmation and save this down. The pension providers need this as well as the references on the confirmation. N
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Hi Jamie We have carried out a few applications already for our clients and the system is extremely easy to use. You do need a government gateway ID but unlike other government apps, you don't have to wait for this to arrive in the post and you ca…
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I agree Standard Life is also the go to tech site. Scottish Widows have some decent stuff as well: http://www.scottishwidows.co.uk/Extranet/Literature/Category/190 James Hay tech team is also very good if you use them.
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Hi All I'm Nathan and I am a Paraplanner at Blue Financial Services in Clifton, Bristol. I have been Paraplanning for 3 years where I stepped over the fence from my Compliance role at Lighthouse Group (yeah I know...boo/hiss!!). Prior to this I w…