Hub BDD – April 2022 - Pension Works

A.) About your company
Please note, all fields on this form are required.
Name of Business:*
Business Address:*
Postcode
TT1V-WBH6-YYG4-7LMC
NathMcDonald292332
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Select an address:
Name/Number and Street Address Line 2 Town/City County
Companies House Number:*
Name of primary point of contact:*
Email Address of primary point of contact:*
Telephone number of primary point of contact:*
How many years has the business been operational?*
Is, or has your company been known by any other name?*
- Yes
- No
Please enter any details about your company's other names below:*
Do you have any subsidiaries or connected companies?*
- Yes
- No
Please enter their name and companies house number below:*
What marketing sources are you using to generate leads for Pension Works?
- Existing clients
- Offline channels
- Organic search
- Organic social
- Paid search
- Paid social
- Other
Please enter the other marketing sources:*
Any business introduced to Pension Works has not been obtained via cold calling:*
- We will not cold call to obtain business for Pension Works
Which of the following applies to your business?*
- I may introduce a Defined Benefit case to Pension Works
- I will never introduce a Defined Benefit case to Pension Works
We will never cross sell to your clients without your consent.

C.) Business Operation and Data Process
Please answer the following questions on the behalf of the business.
Will you be providing an ongoing service to the client?*
Do you have or have you previously had FCA Permissions or PI Insurance to advise on DB transfers, or have you been involved in DB pension advice where the FCA have investigated?*
- Yes
- No
Please give further details why you no longer hold these permissions and when they were surrendered:*

D.) Business Signatory
By signing this document, you are confirming that the information contained within the document is accurate and that you are an authorised signatory for the business. You are also agreeing that any factual discrepancy found between the details contained within this document and actual business practice could result in Pension Works Limited declaring any business contract nil and void.
If you are completing this form on behalf of a signatory, you can use the Save and Continue link below to save your progress and then email it to the signatory to complete.,
Name:*
Title First Last
Job Title*
Signature:*
Date Signed:
DD slash MM slash YYYY
Pension Works Authorisation

Signed by:
CHRISTOPHER LEWIS
for and on behalf of Pension Works Limited
Authorised Signatory
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Date signed:
DD slash MM slash YYYY
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Once you submit this form, you will be automatically redirected to our Introducer Agreement.
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