Business Assurance - Case Check Request Form

XPlan users should submit pre-approval cases via XPlan workflows, unless the case is an Equity Release case or you are a Pre-CAS adviser.

Please ensure the correct FPA Number is used - failure to do this will delay the case being allocated to the correct team and remove de-selection eligibility.

Please choose the relevant link below to submit your request to the Business Assurance Team for review. You will receive an auto-response from the system which will outline details of your request, please retain this for future reference and only press the 'Create' button once.

For any pension transfer business governed under occupational rules, please complete the Pension Transfer (Defined Benefits) request form.

Many thanks,