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Financial Adviser Downloads
Due Diligence Information
Please find below an information sheet to support your due diligence process. More information can be provided upon request.
DP Pensions Ltd due diligence information
AKG Financial Strength rating
We are proud to confirm that we have been awarded a financial strength rating of “B-“ from AKG and a 4-star “very good” service rating. Please click below for further information regarding AKG and our full ratings report.
https://www.akg.co.uk/4317/3347/6184/DP_Pensions_2024_12_03.pdf
We also appear on a number of independent research tools but if you would like to speak to us about any others that you use then please do get in contact.
- Defaqto
- MoneyFacts
- Capita Synaptic
- SelectaPension
- Money Management
- Threesixty
- Investment Sense
- Centra
- DDHub
Financial Adviser Terms of Business
Completion of the following documents is required:
Financial Adviser Terms of Business and our Financial Adviser Questionnaire
SIPP Illustrations
To produce key features illustrations for your clients please go to our SIPP Illustrations section, or alternatively you can request them using the below document.
SIPP Illustration Request Form