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Dedicated, focused support. Focus on advising your clients. Cheaper than in-house paraplanners!
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Our price list is clear and open. Pay only for each piece of work as you need it.
Paraplanning Services For Financial Advisers
Are you looking for help with your pensions paraplanning?
Your paraplanner will be, at least, Level 6 qualified (Chartered) or Certified. Holding the coveted AF3/G60 or AF7 qualification for pension transfers your pension suitability report will be produced to the highest of standards. With staff who have worked with the FSA/FCA, FOS or FSCS we can help you by producing accurate, clear and compliant reports.
Pension switching a speciality! Please check our prices guide for information.
Our focus is specifically on report writing, specifically pension switching. Why? Because pension switching/transfers is such a complex area that we feel it makes sense to focus on what we do best: producing advisers reports to a high standard. We aren't like other paraplanners who promise to do "a little of everything" or get distracted by offering a huge array of services. Try us, you will not be disappointed!
"Since pension freedoms in 2015, the pensions industry has been turned on its head. What should a client do: take money out? Pay some in? Transfer? Switch? UFPLS? Annuity? Drawdown? By working closely with you, we will help you to produce clear and compliant reports. Part of our service includes compliance checking your advice - is it affordable? Is it appropriate? Only Your Paraplanner can provide such a total package! And, whilst we are pension experts, we cover the whole range of advice...."