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Services

SortYourAdmin offers a range of services. They include but are not limited to:

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  • Client file management                                                             

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  • Maintaining client data

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  • Scanning client files onto back office systems  

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  • Letter of Authorities

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  • Data gathering

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  • Cross referencing data received against info requested

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  • Completing in house checklists

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  • Obtaining illustrations

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  • Research

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  • Point of contact for Providers

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  • New business submissions

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  •  Agency transfers/Novations

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  •  Pension transfer administration

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  • Client servicing

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  • Selectapension reports

 

  • Scheme renewals

 

  • Report writing from templates ready for compliance checking

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