75point3 - Your pension & investment journey

Implementation of recommendation Financial planning portal • After any fine tuning we’ll deal with all aspects of setting up financial products. • We’ll keep you updated and will arrange for any provider enquiries to be dealt with. • If we haven’t already provided you with access to our customer portal we’ll make sure you are registered now and organise access to any relevant provider portals. • Your client portal account provides you with a secure messaging service, so you can quickly get in touch with us. • You can also access all of your financial documents online through your document vault. • Your portal will allow you to view your overall financial information so you can get up to date valuations and an overview of the performance of your investments. 5 6