Below you will find a high-level process map showing the various steps involved in obtaining information in preparation for visiting an IFA. Click on the numbers below to reveal more information about each step.
You can also watch a short video about getting the right advice on the Videos page of this website.
When you first meet your IFA they will ask you to sign a form to authorise the Trustee to send information about your Scheme benefits to them.
Your IFA will send a request to the Administration Team requesting the information they require to advise you. They will include with this request the authority form you signed to allow the Trustee to provide this information.
The Administration Team will provide the information your IFA has requested directly to them.
Once your IFA has received all the information they require they will arrange to see you again.