Once registered and approved download all the documentation you need, application forms, key features, fee schedules - it's all there in one easy to reach place.
You can also use our pensions drawdown illustration tool, which is great to use when you're with a client, its real time online and available wherever you are!
To ensure a first class service to you our client, we have invested in a bespoke IT system to run our schemes so you have everything at your fingertips.
As a registered user you will receive regular industry updates from mypensionsexpert.com and be the first to have access to any new tools or applications.
The IFA Tools & Services Homepage
The best technology on the market enables us to process your applications quickly and efficiently. Complete valuations and review your clients bank account online.
Provided by Ascentric, the Montpelier Platform is an unbiased asset consolidation service for advisers that offers a full wrap platform service currently unrivalled in the UK.
Allowing you the flexibility to enter information online with minimum information validation to ensure your applications are correctly completed.
Montpelier Pensions Administration Services Limited (MPAS) have signed a deal with Parmenion Capital Partners, providers of outsourced investment platform services, to offer a discretionarily managed SIPP with perhaps the lowest charges yet seen in the competitive SIPP market.
Automatically calculate the amount of borrowing available. View onscreen and print for your records.
Our SIPP & SSAS forms include:
SIPP & SSAS Application
Protected Rights Transfer Form
Non Protected Rights Transfer Form
Benefit Payment Request Form
Asset Purchase Instruction
Anti Money Laundering Form
Our SIPP & SSAS information includes:
Key Features
Fee Schedules
The Pension Regime
Taxable Property Rules
Contributions
