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
Below are links to all the archive documents apended with the version code in the document:
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
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
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's Fact Find.pdf - Matches website PDF download
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.