Financial advisers

This section is designed to provide independent financial advisers the materials they may require in conjunction to the information provided in the USS scheme area to assist with providing USS members and former USS members advice on their options in respect of their USS benefits.

We have gathered together the common requests received from financial advisers and placed them in this one area of the website for ease of reference and to prevent the need to wait for information to be posted to you.

If you need specific information for a particular member this can be provided on request, providing we have an up to date letter of authority. Letters of authority can be faxed or posted to USS.

We will hold the authority on file and it will remain valid for a period of 12 months. If you request information after this time then an up to date letter will be required, it must be signed and dated by the member.


resources

Toolkit

A collection of forms, factsheets and modellers that may assist answering member queries.

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resources

What USS will provide

Information on what USS can provide to financial advisers upon request.

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