Client Documents

  • Customer Privacy Notice

    pdf
    Pensionhelp-Customer-Privacy-Notice-V4.pdf
    Download

  • Client Agreement

    pdf
    Pensionhelp-Client-Agreement-V5.pdf
    Download

  • Financial Review Form

    pdf
    Pensionhelp-Financial-Review-V3.pdf
    Download

  • Individual Letter of Authority

    pdf
    Editable-Letter-of-Authority-Change-of-Agent-Form-V1.1-Aug-2022.pdf
    Download

  • Services & Fees

    pdf
    PH-Serv-Fees-Agree-V4.pdf
    Download

  • New Client Guide

    pdf
    Pensionhelp-New-Client-Guide-V6.pdf
    Download

Introducer Documents

  • Introducer Guide

    pdf
    PH_introducerGuide_Fees.pdf
    Download

  • Introducer Privacy Notice

    pdf
    Pensionhelp-Introducer-Privacy-Notice-V4.pdf
    Download
Introducers

How Our Process Works

Get to know the Introducer process at Pensionhelp.
Introducers

Apply To Become An Introducer

Fill in our Introducers application form.