Thank you for submitting your pension tracing and review request to Virtus Financial Planning
What happens next? Virtus Financial Planning have received your pension tracing and review request. They will now review the information and contact the pension provider(s) to locate your pension plans. The pension providers will then contact Virtus Financial Planning and confirm if they have your pension details and if so, they will provide full details of the pension to Virtus Financial Planning. Virtus Financial Planning will then compile all of this information into a report which will enable you to see your missing and existing pension details, at this point Virtus Financial Planning will contact you to arrange a brief meeting which may be required to gather any remaining documents and also to complete a fact find with you to understand your retirement goals and answer any questions you may have.
How much does this cost? There is no cost for this service and no commitment to proceed at this stage. Should you wish to proceed with any advice given there is a chargeable implementation service available, all costs and charges will be clearly explained prior to proceeding.
How long does the service take? It normally takes 4-6 weeks for the pension providers to respond to information requests and for Virtus Financial Planning to compile their initial findings. Virtus Financial Planning will contact you as soon as they are able to provide further information on your pension trace.
Is my money safe? Virtus Financial Planning are FCA (Financial Conduct Authority) registered, this means they must adhere to a strict code of conduct by providing advice in your best interest. It also means if something goes wrong you are able to complain to the FCA. The FCA registration number for Virtus Financial Planning is: 951582
How To Contact Virtus Financial Planning?
Should you have any questions regarding the service please contact Virtus Financial Planning using the details below: Website: www.virtusfp.co.uk Tel.: 0208 042 0003 Postal Address: 30 Lombard Street, London, EC3V 9BQ
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