PENSION ADVICE ALLOWANCE PAYMENTS

Below is a snapshot of the data that we hold on Pension Advice Allowance Payments.

Use the dropdown box to select your chosen pension provider and see what functionality they have in this area.

	Aegon (Master Trust)	Aegon Workplace ARC	Aviva - Designer	Aviva – My Money	Aviva My Money (Master Trust)	Fidelity	Fidelity (Master Trust)	Hargreaves Lansdown	Legal & General	Legal & General (Master Trust)	Mercer Master Trust (Aviva)	Mercer Master Trust (Scottish Widows)	Royal London	Salvus	Scottish Widows	Scottish Widows (GSIPP)	Scottish Widows (Master Trust)	Standard Life	Standard Life (Master Trust)	True Potential
1 Can you facilitate a members Pension Advice Allowance payment (£500 tax free)	Yes	No	No	No	No	No	No	Yes	Yes	Yes	No	No	No	Yes	Yes	Yes	Yes	No	No	Yes
1.1 Who can make the request?	Member	---	---	---	---	---	---	Member	Member	Member	---	---	---	Member	Member	Member	Member	---	---	Member, Adviser or Employer
1.2 How can this request be actioned?	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---
1.3 In writing (via post or paper request form)?	Yes	---	---	---	---	---	---	Yes	Yes	Yes	---	---	---	Yes	Yes	Yes	Yes	---	---	Yes
1.4 By telephone?	Yes	---	---	---	---	---	---	Yes	Yes	Yes	---	---	---	Yes	No	No	No	---	---	Yes
1.5 By email?	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---	---
1.6 Via the member portal?	No	---	---	---	---	---	---	No	Yes	Yes	---	---	---	---	No	No	No	---	---	Yes
1.7 Via the member app?	No	---	---	---	---	---	---	No	No	No	---	---	---	---	No	No	No	---	---	Yes
1.8 Is the payment made directly to the choosen bank account?	Yes	---	---	---	---	---	---	Yes	Yes	Yes	---	---	---	---	Yes	Yes	Yes	---	---	Yes
1.8.1 Who is the payment made too?	Adviser	---	---	---	---	---	---	Adviser	Adviser	Adviser	---	---	---	Adviser	Adviser	Adviser	Adviser	---	---	Adviser

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