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Letter of authority template

Mintago's letter of authority template that will be used for your pension searches

Tom Catnach avatar
Written by Tom Catnach
Updated over a week ago

To whom it may concern,

I, the undersigned, hereby authorise Mintago Limited, an FCA regulated company with Firm Reference Number 927534, and registered business address of Finchley Park, Emmet Hill Lane, Laddingford, Kent, ME18 6BG, to request the following information about my pension plan(s) on my behalf.

Please provide all plans relating to my National Insurance Number: (National insurance number)

- A complete dated contribution history from my pension plan(s)

- The latest net asset value (NAV) of my pension plan(s)

- A Cash Equivalent Transfer Value (CETV) of any ongoing DB pension scheme(s)

- A complete dated fee history from my pension plan and ongoing fee structure

My personal information is as follows:**

- Pension provider: (Pension provider name if known)

- Policy number: (Policy number if known)

- Full name: (Full name)

- Current address: (Current address)

- Date of birth: (Date of birth)

- National insurance number: (National insurance number)

- Previous name: (Any previous name(s))

- Previous address: (Address at the time of opening the pension.

If any of the above details differ from those you currently have on record, please update accordingly.

For the avoidance of doubt, this authority does not extend to Mintago Limited carrying out any transactions on my behalf, nor will Mintago be providing any advice or analysis of my pension. This authority is related to obtaining information only to allow me to identify where my pensions currently are.

Please email all information regarding all pensions that I hold with you in a machine readable format (such as a pdf or excel file), to the following email address pensions@mintago.com.

This authorisation is valid until further notice from me.

(Signature)

Sincerely,

(First name, last name)

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