services
&
Forms
What We Do
We take away the time spent dealing with 3rd party providers, we gather and analyse the data for
compliance and create a reader friendly document for your clients. This allows you to focus on doing
what you do best – visiting with your clients and growing your business. We have seen some of our
longstanding clients grow to a point that they have been able to take on a paraplanner in-house –
something most advisers aim for and we have helped them to achieve this.
Completed CFR will be checked beginning and end before submission
Tax Calculations for Replacements
LOA sent to provider (if applicable) Liaise and chase up provider responses
Draft letter sent to you before uploading and submitting all docs via iBusiness
Pension; Investment Replacement Calculations (CYC, safeguarded benefits
analysis, required growth)
Obtain pre-approval and deal with any relevant feedback
Forms
Blank LOA
Investment Replacement Submission Form - exc. IHT
Crystallisation or movement of crystallised funds Submission Form
IHT Handover Form
Defined Benefit Handover Form
Pension Transfers Submission Form - inc. New Money
All new submissions should be sent to wiltshirepp@sjpp.co.uk
Please note that these forms are for existing clients only!
We also have MAC versions of these forms available upon request.
Forms
Blank LOA
Crystallisation or movement of crystallised funds Handover
Form
Defined Benefit Handover Form
Investment Handover Form - exc. IHT
IHT Handover Form
Protection Handover Form
Pension Handover Form - inc. New Money
All new submissions should be sent to wiltshirepp@sjpp.co.uk
Please note that these forms are for existing clients only!
We Are Currently Accepting New Clients!
Yes, it's true, we are currently accepting new clients!
Let's have a quick chat to find out how we can help you achieve your goals faster - leave the compliance to us!