Smart Pension

How to view the list of clients you or other users on your adviser account manage

Viewing your clients

How to administer clients you or other users on your adviser account manage

A guide to adding a client you administer to your adviser account

Outlines required fields and types for multiple client imports

Outlines what a Letter of Authority is and what to do if you have one for your client

Outlines client late payments and confirmation of compliance

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you