LOA Submission

LOA Submission Guide

Intuitive LOA Guide

Important Information:  Our LOA Submission Guide aims to serve as a quick reference document.  Please refer to “Important Information” on page 2.  We are happy to share this data, which we collated for our own team in order to help them with their work.  However, please use with caution. This document is for guidance only.  Details will change over time and this is a constantly moving picture, so this document may not reflect the most up-to-date information. No responsibility is accepted for errors or omissions. Whilst we have retained evidence of the information supplied by the providers, it is possible that we have been supplied with, or captured, incorrect information.  This document is updated regularly. (Minor updates monthly, full review every 6 months).  Please check the footer for version date.

Latest Version: April 2024

On-Line Provider Address Book (Now Available)

You have long been asking us to supply an on-line version of the LOA Guide with full contact details.  Well good news, it’s here!

Our new online version contains 200+ lines of searchable data, including:
– Full contact information
– Email addresses
– Telephone numbers
– Links to useful web-pages
– Links to useful forms
– LOA submission requirements
– LOA Hints & tips
– Resources for tracing a lost pension
– Legacy Provider Guide
– Additional useful information

Bringing this resource on-line means instant access to all updates.

Note: If you use our outsourced administration support service, you can request free access.

Provider Links

All your links in one handy place.

Please note: Now that our on-line Provider Address Book is available, we will be discontinuing our Provider Links (below) at the end of June 2024.

 

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