Your client documents,in your firm's brand.

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Specimen documents, fictional clients.

EFP

Your Pension Consolidation Recommendation

Your recommendation, explained

Prepared for

Freya Calloway

Prepared by

Marcus Ellwood, Ellwood Financial Partners

Date

24 June 2026

[email protected] | 020 7946 0154 | www.examplewealth.co.uk

Specimen

New Business Presentation·Cover

1 / 13

Option considered	Why it was discounted
Stay with the existing Aviva SIPP · your current arrangement	Higher ongoing charge; fund range exceeds your needs.
Stakeholder pension	Lower cost but no drawdown flexibility at retirement.
Full SIPP with another provider	Cost and complexity not justified by your requirements.

Holding	Value	Ongoing	Weighted
Governed Portfolio 5	£146,000	1.25%	1.00%
Global Blend Tracker	£36,400	1.04%	0.21%

Specimen decks: the client, the adviser and every figure shown are fictional.

For a new client

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