Our handovers and other forms
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![batch_Our Resources](https://www.plusgroup.org/wp-content/uploads/2023/04/batch_Our-Resources-2.png)
Handovers
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Annuity-scaled.jpg)
Annuity
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Pension-scaled.jpg)
Pension - New Money and Replacement
![](https://www.plusgroup.org/wp-content/uploads/2023/03/IHT-–-1-scaled.jpg)
Investment - New Money and Replacement
![](https://www.plusgroup.org/wp-content/uploads/2023/03/IHT-scaled.jpg)
IHT - Replacement and New Business (Including EIS and ITS)
![](https://www.plusgroup.org/wp-content/uploads/2023/04/Drawdown-Review-1-scaled.jpg)
Drawdown Review
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Defined-Benefit-Checklist-scaled.jpg)
Defined Benefit Checklist
![](https://www.plusgroup.org/wp-content/uploads/2023/03/At-Retirement-Recommendation-scaled.jpg)
At Retirement - Drawdown and UFPLS
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Defined-Benefit-1-scaled.jpg)
Defined Benefit
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Protection-scaled.jpg)
Protection
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Mortgage-scaled.jpg)
Mortgage
![](https://www.plusgroup.org/wp-content/uploads/2023/09/servicing-handover.jpg)
CFR
Other forms
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Vulnerability-Form-External-use-scaled.jpg)
Vulnerability Form
![](https://www.plusgroup.org/wp-content/uploads/2023/04/Advice-Guidance-Call-scaled.jpg)
Advice Guidance Call
![](https://www.plusgroup.org/wp-content/uploads/2023/03/At-Retirement-Recommendation-–-1-scaled.jpg)
Safeguarded Benefits
![](https://www.plusgroup.org/wp-content/uploads/2023/03/At-Retirement-Recommendation-–-3-1-scaled.jpg)
Due Diligence Checklist
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Income-Need-in-Retirement-scaled.jpg)
Income Need In Retirement
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Four-Questions-scaled.jpg)
Four Questions for DFM Cases
![](https://www.plusgroup.org/wp-content/uploads/2023/04/LoA-Template-–-1-1-scaled.jpg)
Info Request (Investments)
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Info-Request-Pension-and-DD-scaled.jpg)
Info Request (Pension and DD)
![](https://www.plusgroup.org/wp-content/uploads/2023/04/LoA-Template-–-2-1-scaled.jpg)
Info Request (Drawdown)
![](https://www.plusgroup.org/wp-content/uploads/2023/03/Info-Request-Investments-scaled.jpg)
Info Request (Investments)
![](https://www.plusgroup.org/wp-content/uploads/2023/03/LoA-Template-scaled.jpg)
LoA Template
![](https://www.plusgroup.org/wp-content/uploads/2023/04/Print-Ready-All-Services-scaled.jpg)
All Services Info Sheet
![](https://www.plusgroup.org/wp-content/uploads/2023/04/Print-Ready-Paraplanning-scaled.jpg)
Paraplanning Info Sheet
![](https://www.plusgroup.org/wp-content/uploads/2023/04/Print-Ready-Chasing-scaled.jpg)
LOA Chasing Info Sheet
![](https://www.plusgroup.org/wp-content/uploads/2023/04/Print-Ready-Cashflow-scaled.jpg)
Cashflow Modelling Info Sheet
![](https://www.plusgroup.org/wp-content/uploads/2023/04/Print-Ready-Social-Media-scaled.jpg)
Social Media Info Sheet
![](https://www.plusgroup.org/wp-content/uploads/2023/04/Print-Ready-Fluid-scaled.jpg)
Fluid Info Sheet
![](https://www.plusgroup.org/wp-content/uploads/2023/04/Print-Ready-SISOMA-scaled.jpg)
SISOMA Info Sheet
![](https://www.plusgroup.org/wp-content/uploads/2023/04/Print-Ready-Useful-Numbers-scaled.jpg)
Useful Numbers
![](https://www.plusgroup.org/wp-content/uploads/2023/09/ongoing-advice.jpg)
Ongoing Advice Review Letter
![](https://www.plusgroup.org/wp-content/uploads/2023/09/cs-initial-signup.jpg)
Client Servicing Initial Sign-Up
![](https://www.plusgroup.org/wp-content/uploads/2023/09/cfr-checklist.jpg)