How do you interact with our clients?

We are happy to accommodate to how you would like us to deal with your clients. Here are two options

We are happy to accommodate to how you would like us to deal with your clients.  The below are the two options we can following depending on your preference when your client says they would like to pension hunt: 

 

Option 1

  • As you may already have all the details, you fill in all of the their details a shared secured file (shared with you, or other people in your organisation you give responsibility to as the controller of the information)
  • We then take these details to create the user account and your client will subsequently just receive an activation email of their user a/c to then start pension hunting

 

Option 2

  • You provide them this email address: pensionhunt@mintago.com to contact us to tell them that they are a client of yours and that they would like to search for their pensions
  • We would then deal with them directly to ask for all the necessary information that we require to set up a user account
  • We then use the information to set up the user a/c and send them an activation email for their a/c to then start pension hunting