Client Documents

  • Customer Privacy Notice

    pdf
    Privacy-Notice-V2-Sept-2022-3603.pdf
    Download

  • Client Agreement

    pdf
    Client-Agreement-V2-Sept-2022-3603.pdf
    Download

  • Financial Review Form

    pdf
    Pensionhelp-Financial-Review-V1.3-Oct-2022-3603.pdf
    Download

  • Individual Letter of Authority

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

  • Services & Fees

    pdf
    Pensionhelp-Service-Fees-V2-Aug-2022.pdf
    Download

  • New Client Guide

    pdf
    Pensionhelp-New-Client-Guide-V4-Aug-2022-3603.pdf
    Download

Introducer Documents

  • Introducer Guide

    pdf
    PH_Intro_Guide_2023.pdf
    Download

  • Introducer Privacy Notice

    pdf
    Pensionhelp-Introducer-Privacy-Notice-V2.1-Oct-2022.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.