A free tool that generates a generic, prefilled letter to a UK pension or investment provider. Fill in your details, pick a provider, and print or save as PDF.
A Letter of Authority (LOA) is a signed document that gives your financial adviser — or another named party — permission to contact a provider and obtain information about your plan on your behalf. Providers cannot share your policy details without one.
No — the letter is generated entirely within your browser. No personal details are sent to or stored by Wealth365.
Yes — print the letter, sign it in the signature space, and post or scan it to the provider. Most providers require an original or high-quality scanned signature; some accept digital signatures at their discretion.
No — each LOA should name the specific provider and policy reference. Generate a separate letter for each provider using this tool.
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