P OnePageWonder

Letter of Authority

Complete and sign below to authorise [Your Firm] to obtain information about your pension arrangements from your providers.

⚠ DEMO — sample wording only. A real firm's FCA-approved LOA text would replace the declaration below.

Your details

Provider / plan details

Add each provider you'd like us to contact (up to 5) — fill them all in here and we'll handle the rest. (Behind the scenes we prepare a separate Letter of Authority for each provider, as required.)

Authority

I give [Your Firm] authority to contact the provider(s) named above and request information about my plan(s) — including current and transfer values, fund holdings, charges, contributions, retirement options, death benefits and any guarantees or special features — and to act as my agent in obtaining it. This authority is for information-gathering only and does not permit any changes to my plans. (Sample wording — the firm's approved declaration goes here.)

Signature

Sign here
✍ Sign with your finger or mouse
Date: