Important Announcement About “Paperless Pensions…”

Important Announcement About “Paperless Pensions…”

Due to recent changes in legislation (Mifid II Directive), providers for Personal Pensions & ISAs will be reporting to their clients on a quarterly basis.

Providers are encouraging clients to enable ‘paperless’ communications via an online portal.

We would advise you register for online access to view plan valuations, policy information and review provider correspondence.

Of course, all of this also helps meet UK environmental targets in minimising the carbon footprint.

Please be in touch with the office to arrange online with your respective provider.

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