The Pension Lab is a leading innovator in the pension technology space, offering a suite of solutions designed to streamline processes for financial advisers and enhance the client experience.

One of their key offerings focuses on simplifying the Letter of Authority (LOA) process. LOAs are crucial documents that authorise advisers to gather information from pension providers on behalf of their clients. However, traditional LOA processes are often inefficient and time-consuming, with delays due to manual paperwork, inconsistent procedures, and the need for physical signatures.

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KEY FUNCTIONALITY

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