Advisers are firms that have either set up your pension scheme for you, or you have chosen to outsource your pension obligations to. An adviser is typically an IFA or Accountant who has set up your pension scheme for you. They may also be a payroll bureau that manages your regular payroll duties.
An adviser who manages your pension scheme must have an account on the Smart Pension Adviser Platform.
Your business can have one adviser who has created your scheme for you (IFA / Accountant) and another adviser (Payroll Bureau) who then manages your payroll for you.
Should you wish to replace one of these advisers or manage the scheme yourself, you can revoke access to an adviser at any point using the form below.
Revoking adviser permission
Use the instructions below to revoke access to one of your company's advisers:
1 - Sign in to your account, go to the Menu and select Company Details, then Users and advisers.
2 - Select 'Advisers' from the next page to view the list of advisers linked to your account.
Press the bin icon next to the adviser name you want to remove and confirm your choice.
Should you revoke access to an existing adviser by mistake, you can easily add them back again by sending them an invitation to manage your account.