Client Documents

  • Customer Privacy Notice

    pdf
    Privacy-Notice-V1-Oct-20.pdf
    Download

  • Client Agreement

    pdf
    Client-Agreement-V1.1.pdf
    Download

  • Financial Review Form

    pdf
    Financial-Review-V1.2-Feb-2022.pdf
    Download

  • Individual Letter of Authority

    pdf
    Editable-Letter-of-Authority-Change-of-Agent-Form-V1.0May-2020.pdf
    Download

  • Services & Fees

    pdf
    Service-and-Fees-V1.1-June-2021.pdf
    Download

  • Client Guide

    pdf
    Client-Guide-V3-April-2022.pdf
    Download

Introducer Documents

  • Introducer Guide

    pdf
    Introducer-Guide-V1.1-June-2021.pdf
    Download

  • Introducer Privacy Notice

    pdf
    Pensionhelp-Introducer-Privacy-Notice-V2.0-August-2020.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.