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 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
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 -
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.