We work on a retainer basis with all our clients. This means we get to know you and how you work, helping to make the outsourcing process as efficient as possible. The retainer is a part payment in advance, so you effectively reserve some of our time. This helps us maintain service levels.

We like to complete a case or two for you, before we ask you to commit to a retainer, just to make sure you’re happy with what we do and feel we’re a good fit for your needs. After that, all you need to do is choose the level of retainer you want to pay. It can always be changed at a later date if necessary.

The more work we do for you, the more efficient the process becomes. This means that we can offer discounts for higher levels of retainer.

Some firms take an administration fee from the retainer. We don’t do this, so 100% of your retainer is available to set against the cost of work we complete for you.

Not only that, if you don’t use all of your retainer in one month, you can carry forward the balance to the next month.

£300+VAT
retainer

  • This is our minimum level of retainer.
  • 100% is applied as credit against work we complete for you.

£500+VAT
retainer

  • We offer a 5% discount on all work completed.
  • 100% is applied as credit against work we complete for you.

£1,000+VAT
retainer

  • We offer a 10% discount on all work completed.
  • 100% is applied as credit against work we complete for you.

Suitability Reports

We charge fixed fees for most reports. The fees are based on the number of plans money is coming from, if any, and the number of plans money is going into. The fixed fees include:

  • Any relevant pension switching analysis
  • Product and provider research, which is specific to that client
  • FE Analytics past performance comparisons
  • Checking by a second qualified paraplanner

Bespoke reports

If you need something more bespoke for your client, such as a pre-advice report setting out ideas and options, these are charged at an hourly rate.

Data gathering

We know that the information from existing providers can be a bit hit and miss. They often leave out essential information, or present things in way that is ambiguous. If you want us to, we can fill in the gaps by speaking with the provider, obtaining the answers and asking them to confirm these in writing for your file. This work is charged at an hourly rate.

Comments are closed.