Admin and Form Completion

A popular service among our clients. This can take many forms. One area where clients are often confused by the complicated paperwork is when they are reaching retirement and decisions have to be made about benefit options and long forms have to be completed. We can help you understand the options you have and the pros and cons of each option. Once you have made a choice we can help with the proper completion of the necessary application forms.

Another area we can help with is assisting trustees with completion of authorisations, assignations and beneficiary encashments etc.

You may simply need all your paperwork for pensions, investments, life assurances etc. put in order and properly organised.

Whatever you require drop us an e.mail at ken@mcneilstevens.com or call 07590 828227