Financial Advice Declarations

Financial Advice Declarations

I understand that as a financial adviser is not appointed on this pension plan to advise me, I take full responsibility for my decisions and instructions I give, which include but are not limited to:

  • Applying for this pension plan.
  • How much and when I contribute to the pension plan.
  • Determining that any pension transfers paid in are in my best interests, including acceptance of any charges the transferring scheme may make.
  • How my Pension Fund is invested, within the investment options available via this pension plan.
  • When, how much and in what form I take benefits.

I acknowledge and accept that Platform One Limited and Gaudi Trustees Limited do not provide financial, investment, tax, legal or any other form of advice and the services provided do not extend to financial advice under the terms of the Financial Services and Markets Act 2000.