Re: COMPANY NAME Group Personal Pension Scheme

Name & Address

Dear Name

I am writing to confirm that I have now forwarded your Company Name Group Personal Pension Scheme application to Product Provider.

As you will recall, in our meeting I provided you with a Key Features Document and illustrations assuming low, medium and high growth rates – note that these are examples only and actual growth cannot be guaranteed. These outline the nature of the contract and highlights the benefits and when they will be payable.

They also explain the tax advantages you will enjoy by investing in the Company Name Personal Pension Scheme and explain the risks associated with investing in a pooled equity environment. Please note specifically that the price of units can fall as well as rise. Past performance of the funds should not be treated as a guide to future returns.

You are aware that Company Name have agreed to match your contributions up to a maximum of £x per month and that you could voluntarily contribute more than this up to Her Majesty’s Revenue & Customs (HMRC) maximum allowances, which since the 5th April 2006 are now very generous. You have elected to contribute £y gross pm and Company Name will contribute £z per month.

You have chosen the name of fund. I originally gave advice relating to the Company Name Group Personal Pension Scheme to the Director of the company. It has therefore not been necessary for me to give you advice on a personal level at this time. It is important for you to ensure that any existing personal pension arrangements or contributions are analysed before deciding what is best to do with regards to your future pension provisions. In this respect, if you would like to discuss this or any other areas on a personal basis, I would be more than happy to assist you.

For arranging this plan, our fee amounts £456 which you are paying to us / directly / by a deduction of X % of each regular contribution over X months (max 12) and paid to us by Product Provider, so for a regular contribution of £123 we will receive a fee of £456.

We have agreed a fee of £456 which you are paying to us directly / which is being met by your employer.

(Note for firms – taking a fee by more than twelve instalments will require a Category A (lending) Consumer Credit Licence)

In the meantime, pending receipt of your policy documents, if you have any further questions please call me direct on 020 1234 5678 or e-mail me at insert e-mail address.

Yours sincerely

Name Financial Adviser