What is a Letter of Authority (LOA)?

/What is a Letter of Authority (LOA)?
LOA - free no obligation pension review

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
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  • Suitability Notice

    The investment information featured in this section of the website is only available to High Net Worth Individuals, Sophisticated Investors and FCA Regulated Persons.

    The investment information is for information purposes only. The website and its content should not be taken as an invitation to engage in any investment activity. The website should not be construed as advice or a personal recommendation by IPS Invest Ltd to any prospective investor.

    Any person accessing the website and considering potential investment opportunities featured on the website should make their own commercial assessment of an investment opportunity after seeking the advice of an appropriately authorised and regulated financial advisor.

    IPS Invest Ltd provides marketing and administration services to regulated and non-regulated businesses and is NOT authorised or regulated by the Financial Conduct Authority. We do not offer any financial advice of any form and none of the investment products detailed are covered by the Financial Ombudsman Service or the Financial Services Compensation Scheme. The value of any investments can fluctuate and you may not get back the full amount you have invested.

    It is highly recommended that you always seek professional advice before entering into any investment agreement.

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