Coming soon
Instruct by PODE.expert is a guided builder for the letter of instruction, the document that tells a pensions expert exactly what to work out. It is in development and testing now.
Home › Instruct a PODE
This tool is not available yet, but it's coming very soon. Everything else on the site works as normal.
Getting the letter of instruction right matters more than most people expect. It sets the questions the expert answers, and a vague instruction produces a report that does not tell you what you actually need to know. Instruct by PODE.expert will walk you through it question by question and produce a letter you can send.
It will be offered at more than one level: Self service, Guided and Managed. Exactly what each one includes will be confirmed when it launches.
If you are at the instruction stage now, these will help:
Drop a line via the contact page and I will let you know when it goes live.
The free check takes about two minutes and tells you where you stand.