Pension suitability Reports

Disclaimer

Please note that Financial Ltd make every effort to ensure that the contents of the documents library are current and accurate but errors can still occur. It is the responsibility of the adviser signing off any report to check the content and ensure accuracy and relevance to the client's circumstances. Financial Ltd cannot be held responsible for any errors in client reports based on the use of our template or draft materials.

Suitability report - stakeholder pension

A sample report letter to be used for Stakeholder Pension. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

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£16.80

Suitability report - SIPP

A sample report letter to be used for SIPP's. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

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£16.80

Suitability report - pension switch

A sample report letter to be used for PPP switches. The report must be personalised but there are colour-coded prompts to enable personalisation.

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£16.80

Suitability report - PPP

A sample report letter to be used for Personal Pension Plans (PPP). The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

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£16.80

Suitability report - income drawdown

A sample report letter to be used for Income Drawdown. The report must be personalised but there are colour-coded prompts to enable personalisation.

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£16.80

Suitability report - OMO

A sample report letter to be used for Open Market Options. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

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£16.80

Group stakeholder suitability report

Sample suitability template for group stakeholder plans

Document last updated August 2011

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£16.80

Factsheet – USP & Phased Drawdown

A Factsheet explaining USP and Phased drawdown.

Document last updated Aug 2011

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£14.40

Suitability Report – PPP Transfer

A sample report letter to be used for PPP transfer. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

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£16.80

Suitability Report Checklist – Income Drawdown

This checklist is aimed at assisting advisers in the preparation of suitability reports for clients. It can be used in conjunction with our suitability templates, from which it is derived, or for cross referencing the adviser’s own report style. The aim is to meet all relevant compliance and advice points.

Document last updated September 2011

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£7.20

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