… the process of advice is complex and requires considerable time spent researching solutions. Our support area provides access to documents and information that should assist with this…
Our tech bites are designed to provide more in-depth technical information relating to specific transactions or activities that clients may be considering. These tech bites are a starting point, helping to provide information that aids in understanding the processes and complexities involved in particular areas.
Our due diligence documentation is available to advisers to help them understand more about Odyssey and its approach to SIPP and SSAS products and services. It provides further detail relating to the Company, our regulatory approach, including Treating Customers Fairly, and our proposition in general.
help & guidance
Our help and guidance section contains useful reference material. This ranges from documentation that relates to the operation of our SIPP and SSAS products (such as terms and conditions and key features), to general help and guidance that will assist individuals in the operation of their pension scheme.