In order to produce the AIA statement, we need the three documents below completeting. They can then be scanned and emailed to email@example.com .
The Factfind is a basic document we use to capture information about you or your client.
We need to know why you or your client are considering a transfer. The Reasons For Transfer Document is a short document that covers the mains reasons why you may be considering leaving your current pension arrangement.
The Risk Profile docuement is there so we can see how the funds will be broadly invested once they leave the safeguarded scheme.