Pensions Advice
babsa
Registered Posts: 118 Dedicated contributor 🦉
Can anyone let me know if MIP's are able to help clients set up the pensions for auto enrolment or do they have to go to a Financial Advisor or a Pensions Advisor?
Thank you for any feedback.
Thank you for any feedback.
0
Comments
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You can help your clients set up their pensions, but you are not able to advise them about pensions/investments etc as this is a regulated area.1
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Thank you, so as long as they say I want to go with ........ Pension provider I can then help them set up the scheme. Would it be a good idea to get the client to sign a letter saying that the pension provider is their own choice of company?0
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I personally don't think that's necessary but it would be advisable to send a revised letter of engagement saying what you will do and what your limitations are.1
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Thank you for your help.0
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