New Adviser support

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

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11 articles in this collection
Written by Smart Pension Support

Getting started

The adviser home page

A guide to the adviser account home page

Written by Smart Pension Support
Updated over a week ago

Updating your details

Updating adviser accounts

How to edit your account details

Written by Smart Pension Support
Updated over a week ago

Managing users

Adding new users

How to add new users to your adviser account

Written by Smart Pension Support
Updated over a week ago

Editing users

How to make changes to existing users

Written by Smart Pension Support
Updated over a week ago

Deleting users

How to delete users from your adviser account

Written by Smart Pension Support
Updated over a week ago

Clients

Viewing your clients

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

Written by Smart Pension Support
Updated over a week ago

Managing your clients

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

Written by Smart Pension Support
Updated over a week ago

Adding an individual client

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

Written by Smart Pension Support
Updated over a week ago

Adding multiple clients

Outlines required fields and types for multiple client imports

Written by Smart Pension Support
Updated over a week ago

Adviser invitations

Inviting a new adviser for a client

How to invite another adviser to manage a client with you

Written by Smart Pension Support
Updated over a week ago

Accepting an adviser invitation

A quick guide on accepting an invitation to advise a client

Written by Smart Pension Support
Updated over a week ago