Smart Pension

Updating adviser accounts

A quick guide on accepting an invitation to advise a company

Help for advisers to manage their profile and clients with Smart Pension

How to add new users to your adviser account

How to delete users from your adviser account

How to view the list of clients you or other users on your adviser account manage

How to administer clients you or other users on your adviser account manage

A guide to adding a client you administer to your adviser account

Outlines required fields and types for multiple client imports

How to invite another adviser to manage a client with you

A quick guide on accepting an invitation to advise a client

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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