Ongoing Reviews. HMO conducts ongoing reviews of those services and supplies which are recommended or provided by Health Professionals to determine whether such services and supplies are Covered Benefits under this Certificate. If HMO determines that the recommended services and supplies are not Covered Benefits, the Member will be notified. If a Member wishes to appeal such determination, the Member may then contact HMO to seek a review of the determination. Please refer to the Grievance Procedure section of this Certificate.
Ongoing Reviews. A.5.3 The Council shall allocate a Care Manager to review and monitor the Service to a Resident and shall advise the Provider of any changes thereto.
Ongoing Reviews. HMO conducts ongoing reviews of those services and supplies which are recommended or provided by Health Professionals to determine whether such services and supplies are Covered Benefits under this Certificate. If HMO determines that the recommended services and supplies are not Covered Benefits, the Member and the Health Professional will be notified of the specific reasons and rationale for determining that the proposed course of treatment, health care service or supply is not a Covered Benefit. If a Member wishes to appeal such determination, the Member may then contact HMO to seek a review of the determination. Please refer to the Complaint Procedure section of this Certificate for an explanation of the Complaint process.
Ongoing Reviews. Any new pension plan we may arrange for you, should be subject to a minimum of a tri-annual review to ensure the growth and income objectives are being met. The ongoing servicing of the policy may well be transferred back to your trusted introducing adviser. You will need to sign a Letter of Authority to transfer the servicing of any plan. When transferred, the servicing adviser will become responsible for ensuring your objectives continue to be met. Pension Income Planning Ltd acts in an information and advisory capacity regarding pensions, income planning, tax planning and associated Inheritance Tax planning. Details of the ongoing services Pension Income Planning Ltd can provide are contained in our Ongoing Management Service Agreement. We will agree separately the level of any on-going services at the time of, or prior to, making our recommendation(s) to you. Typically, our fund management costs are dependent on the investments and range from 0% for an annuity based plan to 1% per annum for a fully discretionary managed equity solution. This is based on the value of your investment(s). The available options for ongoing service are: - Annuity Only option – where the sole product held with Pension Income Planning Ltd is an annuity and no ongoing service is required. Pension Freedom Capital Withdrawal Option – this service is ONLY available where the intention is to fully extinguish funds over an agreed period of time. Details can be found in our ongoing service agreement. Three-Yearly Review Service Option – Details can be found in our ongoing service agreement, should a transfer be deemed viable. Alternative Option - If your intention is to transfer any future value back to your own adviser for the on-going service, Pension Income Planning Ltd are comfortable with this action. We do not have that prior relationship with you, however we have explained that we can offer on-going service on a limited basis and restricted to any funds transferred.
