A Letter of Authority (LOA) is a letter, to be signed by you, which permits our preferred regulated financial advisors to establish the status of your pension with your current pension provider.
This information will be used to generate your personal pension report, and for no other reason, although it may also be used if you wish to take further action. Once completed, our preferred independent financial adviser will undertake the review and a full pension performance report will be issued to you, usually within 30 days, completely free of charge.
- Step 1: Complete the Letter of Authority
- Step 2: Send to IPS together with recent identification and your last pension statements
- Step 3: You will receive your free Pension Investments report detailing your pension’s recent performance
- Step 4: Arrange a free, no obligation, consultation to discuss your report and recommend a panel of expert financial advisors