Document Library

Grove Pension Solutions

Document Library – 2021/07/v1

Below are links to all the the documents that have been updated with new address and footer

Downloadable Get Started Brochure & Enquiry Form (2021-08-V2)

B2B Pricing Info (2021-07-V1).docx

B2B Pricing Info (2021-07-V1).pdf

B2C Pricing Info (2021-07-V1).docx

B2C Pricing Info (2021-07-V1).pdf

Case Submission Checklist (2021-07-V1).docx

Case Submission Checklist (2021-07-V1).pdf

Complaints Procedure (2021-07-V1).docx

Complaints Procedure (2021-07-V1).pdf

Due Diligence (2021-07-V1).docx

Due Diligence (2021-07-V1).pdf

Enquiry Form (2021-08-V2).docx

Enquiry Form (2021-08-V2).pdf

Enquiry Form Pension Scheme (2021-08-V1).docx

Enquiry Form Pension Scheme (2021-08-V1).pdf

Enquiry Form WPS (2021-08-V1).docx

Enquiry Form WPS (2021-08-V1).pdf

Guarantee Date Indemnity Letter (2021-07-V1).docx

Guarantee Date Indemnity Letter (2021-07-V1).pdf

Guarantee Date Risk (2021-07-V1).docx

Guarantee Date Risk (2021-07-V1).pdf

Global Privacy Notice (2021-07-V1).docx

Global Privacy Notice (2021-07-V1).pdf

Health Information Consent Form (2021-07-V1).docx

Health Information Consent Form (2021-07-V1).pdf

Insistent Client Process (2021-07-V1).docx

Insistent Client Process (2021-07-V1).pdf

Introducer Agreement (2021-07-V1).docx

Introducer Agreement (2021-07-V1).pdf

Introducer Due Diligence (2021-07-V1).docx

Introducer Due Diligence (2021-07-V1).pdf

Introducer Fee Summary (2021-07-V1).docx

Introducer Fee Summary (2021-07-V1).pdf

Introducer Guide to Advice Stages Process FAQs (2021-07-V1).docx

Introducer Guide to Advice Stages Process FAQs (2021-07-V1).pdf

Introducer's Fact Find (2021-07-V1).pdf

Introducers Fact Find (2021-07-V1).xltm

Market Commentary (2021-07-V1).docx

Market Commentary (2021-07-V1).pdf

Preferred Provider List (2021-07-V1).docx

Preferred Provider List (2021-07-V1).pdf

Process updates for clients (2021-07-V1).docx

Process updates for clients (2021-07-V1).pdf

Process updates for IFAs (2021-07-V1).docx

Process updates for IFAs (2021-07-V1).pdf

Risk Assessment and Policy 2021 (2021-07-V1).docx

Risk Assessment and Policy 2021 (2021-07-V1).pdf

Template Letterhead (2021-07-V1).docx

Template Document (2021-07-V1).docx

Triage (2021-07-V1).docx

Document Archive

Below are links to all the archive documents apended with the version code in the document:

B2B Pricing Info (B2BPI-2020-10-V1).docx -

B2C Pricing Info (B2CPI-2020-10-V1).docx -

Case Submission Checklist (CSCL 02-2021 V3) - update kate.docx - Website PDF version is CSCL 10-2020 V1

Chaser Letter 1 (CL1-2021-6-V1).docx - taken from Planit

Chaser Letter 2 (CL2-2021-6-V1).docx - taken from Planit

Complaints Procedure (CP-2020-09-V1).docx -

Due Diligence (DD-2021-6-V1) update.docx -

Enquiry Form (EF-2020-11-V3).docx - Matches website download

Enquiry Form Pension Scheme - blank (v4) - update kate.docx - Matches website PDF download

Enquiry Form WPS - blank (v3) - update kate.docx - Matches website PDF download

Global Privacy Notice (GPN-2020-08-V1).docx -

Global Terms and Conditions Client Agreement (MCOPS206October2020).docx -

Guarantee Date Indemnity Letter (GDIL-2020-10-V1).pdf - Only have PDF version.

Gurantee Date Risk (GDR-2020-10-V2).pdf - Only have PDF version.

Health Information Consent Form (MCO 08092020).docx - Website version is HICF 10-2020 V1

Insistent Client Process (ICP-2020-11-V1).docx - Document has been updated with new design. Same content as website PDF download ICP 11-2020 V1

Introducer Agreement (IA 01-2021 V2) - update kate.docx - Website PDF version is IA 10-2020 V1

Introducer Due Diligence (IDD 13-05-2021 KJ V8) - update kate.docx Website PDF version is IDD 10-2020 V3

Introducer Fee Summary (2020-10).docx - Website PDF version is TBPI 10-2020 V4

Introducer Guide to Advice Stages (GASP-F-10-2020-V2).pdf - Matches website PDF download. Do not have word document of this version

Introducer The Advice Process (CDO-OCT2020).docx -

Introducer's Fact Find v1.05 - Return - update kate.xltm -

Introducer's Fact Find.pdf - Matches website PDF download

Market Commentary (MCO082020).docx -

Preferred Provider List (MCO 08092020).docx -

Process updates for clients (PUClients17-4-21).docx -

Process updates for IFAs (PUIFA’s17-4-21).docx -

Risk Assessment and Policy 2020 draft (Risk Assessment July 2020).docx -

Triage (10-2020).docx -

Current Introducers Resources – PDF

You will notice there are three separate Enquiry Forms so that we can easily identify the different pension scheme’s we are investigating. This is because of the latest regulatory requirement to look at the option of transferring a Defined Benefit / Safeguarded pension into either the clients current Workplace Pension Scheme or, any other pension they may hold.

We have to make sure that, whatever pension we recommend transferring into , is better than any other current pension the client may already have in place.

PENSION TRANSFER ENQUIRY FORM

This form is the one to use for the pension scheme you wish us to investigate transferring.

WORKPLACE PENSION SCHEME ENQUIRY FORM

This form is the one to use specifically for gathering information about the clients Workplace Pension Scheme.

ALL OTHER PENSIONS ENQUIRY FORM

This form is the one to use specifically for gathering information about any other pension the client may hold.

Everything else