This letter of authority gives People’s Partnership permission to release information about your accounts/policies to a third party, such as a relative or an adviser
Employers, you can send this letter to your employees to encourage them to think about combining their pension savings.
This zip file includes a template letter you can adapt for your own use – plus a factsheet all about transferring other pensions into The People’s Pension, which you can send along with the letter to help your employees find out everything they need to know.
(A ‘zip file’ is a computer file that’s been compressed – which we’re using to keep these 2 documents together in the same place, so that it’s easier for you to access them.)
Document contains an example spreadsheet which shows the data layout for a Full File – can also be used for when we carry out the assessment on your file.
Employers, you can use this template letter if you’re signing up through ‘Simply Tailor’, but you’re not going to postpone. Postponement is when you delay working out who to put into a pension scheme.