Momentum Pensions is now accepting electronic signatures for all its pension and investment forms to help ease the process for advisers and their clients during the coronavirus crisis.
The firm was planning to offer e-signatures in May, but accelerated its implementation as the pandemic has forced advisers to give up face-to-face meetings.
It is accepting e-signatures on all pension forms and investment company documentation for both its Qrops and international self-invested personal pension (Sipp) products when submitted using DocuSign or Adobe Sign.
Members and advisers are now able to fully complete documents electronically without the need to print, sign and scan.
Advisers will, however, need to confirm with investment companies directly that they accept e-signatures and will have to set up their own accounts with DocuSign or Adobe Sign.
Flexibility
Stewart Davies, group chief executive of Momentum Pensions, said: “Advisers and clients expect high standards of service at all times and accepting electronic signatures will assist, particularly as all parties are having to adapt how they work and live.
“Our own staff are working remotely, so are well aware of the need to be flexible, to ensure that we continue to provide this high level of support to members and advisers.”
