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!

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