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Key Features Documents

Flexible Transitions Account Key Features21332239Download Flexible Transitions Account Key Features

Forms

Flexible Transitions Account Application Form21331702Download Flexible Transitions Account Application Form
Flexible Transitions Account application form- personal pensions option21230150Download Flexible Transitions Account application form- personal pensions option
Flexible Transitions Account- flexible drawdown application form21230154Download Flexible Transitions Account- flexible drawdown application form
Flexible Transitions Account dependants drawdown pension application form21332243Download Flexible Transitions Account dependants drawdown pension application form
Transfer Value Analysis System Questionnaire21225268Download Transfer Value Analysis System Questionnaire
Flexible Transitions Account Death Benefit Nomination Form21224659Download Flexible Transitions Account Death Benefit Nomination Form
Money Laundering IndividualDownload Money Laundering Individual
Fund Switch Request Form21332347Download Fund Switch Request Form
Drawdown Pension Declaration - No Advice Taken21224661Download Drawdown Pension Declaration - No Advice Taken
Flexible Transitions Account increase to contributions and additional transfers21230155Download Flexible Transitions Account increase to contributions and additional transfers
Flexible Transitions Account Switch Declaration21224664Download Flexible Transitions Account Switch Declaration
Flexible Transitions Account Employer Details Form21230450Download Flexible Transitions Account Employer Details Form
Flexible Transitions Account Direct Debit Mandate21230450Download Flexible Transitions Account Direct Debit Mandate
Flexible Transitions Account trust deed21225281Download Flexible Transitions Account trust deed
Benefit Variation Form21224482Download Benefit Variation Form

Terms and Conditions

Flexible Transitions Account terms & conditions (RDR)21229014Download Flexible Transitions Account terms & conditions (RDR)
Flexible Transitions Account terms & Conditions21332240Download Flexible Transitions Account terms & Conditions

Adviser Documents

LV= insured pension funds (series 2) investment management charges21333487Download LV= insured pension funds (series 2) investment management charges
Flexible Transitions Account- low cost option21230732Download Flexible Transitions Account- low cost option
A smooth process21226400Download A smooth process
BCE Guide21224486Download BCE Guide
Flexible Transitions Account guide to death benefits21225269Download Flexible Transitions Account guide to death benefits
Lifetime Allowance Check21332495Download Lifetime Allowance Check
Fund Choice Series 121333478Download Fund Choice Series 1
Fund Choice Series 221332986Download Fund Choice Series 2
Fund performance statistics series 221224650Download Fund performance statistics series 2
LV= and Cofunds- more investment choice for your clients21227267Download LV= and Cofunds- more investment choice for your clients
Flexible Transitions Account - adviser guide to flexible drawdown21229484Download Flexible Transitions Account - adviser guide to flexible drawdown
Flexible Transitions Account- customer guide to flexible drawdown21229482Download Flexible Transitions Account- customer guide to flexible drawdown
Multi Manager Funds – Risk Rated Solutions Threadneedle Investments21331731Download Multi Manager Funds – Risk Rated Solutions Threadneedle Investments

Client Documents

BCE Questionnaire21123466Download BCE Questionnaire
Transfer Declaration21224709Download Transfer Declaration
Flexible Transitions Account- technical guide21332248Download Flexible Transitions Account- technical guide
Flexible Transitions Account Cancellation Form21123468Download Flexible Transitions Account Cancellation Form
Flexible Transitions Account Investment Instructions Form21230656Download Flexible Transitions Account Investment Instructions Form
Request to Review Income Limits21121592Download Request to Review Income Limits

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