The Online Factfind:
Take a guided tour
The online factfinds are used to submit business to us.
They are simple to complete and are designed to save you time by automatically producing all of the documentation needed to begin working with your client including:
- 'Getting started' instructions
- Completed factfind for your records
- Client Declarations
- Letters of Authority to pension providers
- All 'Keyfacts' documents.
Visit the IFA Toolbox now to access them and all of our other time saving tools.
The Easy Process
As you probably know, pension transfers can be complicated and time-consuming. At Easy, our expert team have a wealth of knowledge and experience to allow us to handle your cases effectively and efficiently. Our advanced systems and infrastructure enable the transfer process to be smooth, informative and straightforward.
You complete an online factfind
Document pack emailed to all parties
Client signs and returns declaration form and letter(s) of authority
We liaise with current scheme(s)
We obtain policy details from current providers
We analyse all policy information to enable advice to be given
We always keep abreast of financial markets
We consult with major investment houses
We establish a portfolio of funds based on attitude to risk
A fully comprehensive report is prepared based on the clients circumstances
We explain our recommendations, advice and other options available to the client
All parties are given the time to discuss the features of the transfer
You return application and money laundering form
We regularly chase relevant parties and supply weekly update emails
We send policy documents to client and share of fees or commission to you
Your clients can take advantage of our fund monitoring service
Annual reviews provided
All administration carried out for the life of the policy
* This last section is optional, depending on the terms of the contract between Easy and the Introducer