General Info
Please contact us to say that you would like to make a complaint – you don’t need to say what it’s about initially, if you don’t want to – and one of our se...
Wed, 2 Sep, 2020 at 7:41 PM
Us! We’ll do our best to help, whether that’s fixing an issue or giving you some useful knowledge and/or suggestions to resolve the problem. Just contact us...
Wed, 2 Sep, 2020 at 7:42 PM
Us! That’s what we’re here for :-) We’re not just promoting pension plans, we’re in this for the long haul. We are authorised agents of Investors Trust, whi...
Wed, 2 Sep, 2020 at 7:42 PM
Yes. Assuming your employer-paid pension plan has been set up directly in your name (which will ALWAYS be our recommendation, to all employees and all emplo...
Wed, 2 Sep, 2020 at 7:45 PM
Yes. And what a great employer you would be! Our suggestion for the best process to follow is this: Step 1: Talk to us, find out and understand what you...
Wed, 2 Sep, 2020 at 7:46 PM
Yes. There are a couple of extra requirements for documentation (small but important, it doesn’t take long to complete) to comply with anti-money-laundering...
Wed, 2 Sep, 2020 at 7:46 PM
Exactly the same way that you can trust anything else is real – research it, check the details, and make sure you understand it. Advice and recommendations ...
Wed, 2 Sep, 2020 at 7:50 PM
Applications submitted through our website are encrypted, then when we open your pension plan it’s done directly inside the Investors Trust system which is ...
Wed, 2 Sep, 2020 at 7:51 PM
There is only one way to know that anything isn’t a scam, and that’s to thoroughly research it, check the details, and make sure you understand it. Advice a...
Wed, 2 Sep, 2020 at 7:52 PM
Firstly, they need to know it exists, so be sure to make a will and/or keep a record of your assets which can be found by your beneficiaries if/when you die...
Wed, 2 Sep, 2020 at 7:53 PM