- Client Agreement: Required in all cases
- Fact Find Questionnaire :Required in all cases.
- Letter of Authority: Required in all cases
- Form P1 Supplementary Information Form: Phased Retirement/Income Drawdown
- Medical Questionnaire: Required if client has a medical condition which may affect their life expectancy.
- Form P3: Member’s questionnaire for a Defined Benefit Scheme and authority to scheme trustees/administrators.
- Occupational Questionnaire: Information required in respect of each occupational pension scheme which is not a Defined Benefit Scheme.
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