The LOA Submission guide is now available on-line!
Our extensive database includes:
– Pension, investments & protection providers
– Detailed contacts for specific teams
– Telephone, email & postal addresses
– Links to useful pages & forms
– Resources for tracing lost pensions
– Plan number format guidance
– Legacy provider database
The LOA guidance includes:
– how & where to submit
– who accepts submission by email
– who accepts e-signatures
– who requires an original
– when they expire
– additional ad-hoc requirements
Cost
£4.00 pm (+ VAT)
Cancel at any time
Orders processed within 24 hours.
Updates
We continuously review, update and add to the data. Minor amendments daily, full audit twice yearly, and we retain evidence of the information collated.
Challenge LOA Rejections
If your LOA has been rejected, and the provider requirements conflict with our information, you’re welcome to request a copy of our evidence. This may enable you to challenge a rejection.
Origo ULoA
A reminder that all UK pension providers now receive LOA submissions via Unipass Letter of Authority and the service is free for advisers. To submit an LOA request via ULoA, all you need is a Unipass Identity.
Further info: LINK
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Sample Data
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