Please use this submission form if you are submitting cases which are ‘Uncrystallised to Uncrystallised’ pension transfers or New business.
If the advice is to access benefits, please submit your case under the Drawdown submission form.
We're always looking for ways to improve our service, and your feedback is incredibly valuable to us.
Our highly experienced and qualified paraplanners provide St. James’s Place partners and financial advisers more time and freedom to do what they do best. Allow our team to take the stress and pressure out of gathering ceding information and paraplanning and trust us to obtain the best possible grade on your case.
Please take a few moments to fill out this feedback form and let us know how we did.
