“The report was really clear and usual concerns on cases of this type (carry forward, wholly and exclusively test, Annual Allowance etc.) were covered off nicely.”
Our pricing options
We work on a monthly retainer with all our clients.
The retainer is a part payment in advance, so you effectively reserve some of our time. This helps us maintain service levels. It also means we get to know you and how you work, helping to make the outsourcing process as efficient as possible.
And if you don’t use all of your retainer in one month, you might be able to carry forward the balance for one month.
For clients on our highest two levels of retainer, you can carry forward unused retainer for up to one month. For clients on the top level of retainer, we also give a 5% discount on all work we complete for you. This is to reflect that the higher volume of work makes things more efficient.
Here’s an example. A pension switch case includes:
- Assessing the pros and cons of the current pension.
- Running a pension switching analysis.
- FE Analytics research.
- Writing your client a clear, concise and beautifully presented suitability report.
Our full fee for this would be £390+VAT, but many clients don’t pay that, because they get a loyalty discount on everything we do for them:
£1,500
Retainer
For 5+ cases per month.
We offer a 5% discount on all work completed and you can carry forward unused retainer.
Typical fee for a pension switch:
£370.50+VAT
£750
Retainer
For 3-4 cases per month.
We offer the ability to carry forward unused retainer.
Typical fee for a pension switch:
£390+VAT
£300
Retainer
For 1-2 cases per month.
This is our minimum level of retainer.
Typical fee for a pension switch:
£390+VAT
We like to complete a case for you, before we ask you to commit to a monthly retainer, 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.
Fair value?
When you outsource your paraplanning to us, you’re getting so much more than a Suitability Report…
100%
quality checking of all reports by a second paraplanner
Working
with a team reduces risk to your business
Peace
of mind that we’ve got your back
7
working days typical turnaround time
Fixed fees
know the cost before you outsource the work
Retainer-based discounts
Our clients say…
“Concise and grammatically correct, no spelling or copy and pasting errors! The team are happy to make suggestions and will question any anomalies.”
“Just a quick note to say thanks for your help with this. The report sailed through its pre-sale check.”