Reclaim Your High Rate Tax Relief

Use this template as a basis for a letter to your local tax office to reclaim your higher rate tax relief for pension contributions in the last 6 years.

Pension Transfer data authority form

Use this form to give TISCO your permission to look into previous pensions to see if you should consolidate older plans into your current arrangements.

Opting out of the State 2nd Pension

This document contains important information that could affect the amount of money you get in retirement. You should read this if you are an employee and are contracted out, or are thinking of contracting out, of the State Second Pension.

State Pension projection request

Use this form to request a State Pension Forecast from HMRC

State Pension – Your Guide

Provided by the Pension Service in September 06 explains whether you are likely to get a state pension and how they are worked out. It also includes more details about the State Second Pension

Full Financial Analysis Fact Find

This is a financial questionnaire which allows us to record your current financial circumstances and understand your goals and priorities

Mortgage Only Fact Find

This Mortgage questionnaire must be completed by all mortgage clients.

Fee Agreement

If you decide to pay us by fee you will need to complete this document

TISCO Keyfacts Services Costs Jan 10

This document gives full details about our services and payment options

TISCO Client Agreement Jan 10

This is our standard Client Agreement upon which we intend to rely. For your own benefit and protection clients should read these terms carefully before signing them.

TISCO iPhone and Client Services Mailer

Download our TISCO iphone and online services brochure or for a demonstration of the on-line service or to log in.