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New Adviser support
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
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Written by
Smart Pension Support
Updated over a week ago
Updating your details
Updating adviser accounts
How to edit your account details
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Written by
Smart Pension Support
Updated over a week ago
Managing users
Adding new users
How to add new users to your adviser account
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Written by
Smart Pension Support
Updated over a week ago
Editing users
How to make changes to existing users
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Written by
Smart Pension Support
Updated over a week ago
Deleting users
How to delete users from your adviser account
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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
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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
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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
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Written by
Smart Pension Support
Updated over a week ago
Adding multiple clients
Outlines required fields and types for multiple client imports
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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
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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
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Written by
Smart Pension Support
Updated over a week ago