We've always worked hard to use the latest technology to enable advisers and clients to have instant online access to the most up-to-date investment valuations and SIPP client information, wherever possible, and to streamline processes through the use of online platforms.
For some time Dentons Pensions has been using e-signatures on many of its documents*, which has proved to be of considerable value especially during the Covid-19 pandemic. Advisers can be notified when a client has signed a document which can then automatically be sent to third parties for signing, where required. This has the benefit of not only removing the need for sending paper copies of documents but also helps to significantly speed up the overall application process. *Please note: our main application forms do not currently accept e-signatures.
We have seen a significant increase through the completion and submission of online SIPP applications throughout 2020.
An additional valuable part of our service that we offer to advisers and clients is to check the application details before submitting it to us so we can ensure all the relevant information has been supplied - both avoiding errors and saving time for advisers and clients.
Our online portal for advisers and clients enables them to see an overview of their Dentons SIPP plan details including: up-to-date valuations through numerous DFM and platform daily downloads, access to bank statements and benefit review documents along with information about clients' pension plans including contributions, transfers and benefits. Advisers can also create illustrations for clients or download our illustration request document and email this to us for us to complete.
We recognise that Covid-19 has changed the way many people now work and will continue to work, maybe indefinitely. As a result we have been presenting key topical pension information through a range of webinars to help advisers through these challenging times but with messages that can be used at any time.
If you'd like to be informed of future webinars that we offer, please Contact us.
Whatever your retirement needs, one of our experts will be happy to discuss how we can help you achieve your goals.