Service Level Agreement
Service levels so fast you wont believe it!
The turnaround times within the service level agreement can only be met provided the correct documentation is provided.
Mypensionsexpert.com is 100% focussed on pension administration. Our team of experts will deal with your application from start to finish. It's an old cliché but time is money and that's why our service level agreement to our registered IFA's is one of the best in the industry.
New Business
Preparation of illustrations and application pack
Acknowledging receipt of application
Processing new application
Issuing new policy documents
Acknowledging receipt of application
Processing new application
Issuing new policy documents
same day if received before 3pm
24 hours
2 days
7 days
24 hours
2 days
7 days
Existing Business and General Admin
Banking of cheques and CHAPS/BACS transfers
Preparing projections
Dealing with enquiries
Preparing projections
Dealing with enquiries
same day
24 hours
3 days
24 hours
3 days
Property
Writing to lender with details
Instructing solicitors re property transactions
Completing legal property documentation
Instructing solicitors re property transactions
Completing legal property documentation
3 days (if scheme established)
3 days (if scheme established)
3 days
3 days (if scheme established)
3 days
Investments
Processing investment documents
Preparing ad hoc investment valuations
Unlisted share purchase
Third party loan
Preparing ad hoc investment valuations
Unlisted share purchase
Third party loan
2 days
5 days
5 days
3 days
5 days
5 days
3 days
Retirement
Processing and payment of tax free cash
5 days
Register today for access to all the everything you need.
Application Forms
Key Features
Fee Schedules
Drawdown Illustration Tool
Borrowing Calculator