Saving you time with online answers
Here are the most common answers our Customer Service Centre team is providing advisers with. All of these can be instantly answered online, with no need for any hold music!
Common questions
- What is the status of my client’s transfer?
- Have you received my payment and when will this be invested?
- How do I set up an expression of wish (EOW) for a client and where can I see that this has been noted?
- How can I start taking benefits from or amend benefits being taken from my client’s pension?
- What Tax code will be applied to my client’s pension income?
- My client has over paid tax on their pension, how will this be repaid?
- How do I access information on fees and charges on my client’s account?
- Where can I see the full details of monies in or out of an account?
- Why is there a trade in progress (TIP) on my client’s account?
- How can I access a backdated valuation?