Suitability Reports

When it comes to report writing, we literally wrote the book…well, we co-wrote the PFS guides to ‘Suitability Report Writing’ and ‘Getting Started in Paraplanning’ .

A Suitability Report helps your client understand what’s being recommended, the reasons why and the potential disadvantages. If they understand the advice you’re giving, they’re much more likely to go ahead with it.

That’s why our reports are written in plain English, with a conversational tone that’s easy to read and understand.

Our Suitability Report writing service isn’t a ‘sausage factory’. We take a lot of time and care with our reports. One of the most common complaints we hear from advisers looking to switch paraplanning services to us is ‘I have to spend time fixing the reports’.

We promise to provide you with reports which don’t need ‘fixing’ at all. Each one is thoroughly checked by another member of our award-winning team, so the report you receive is ready to issue.

And if we see a potential issue with the advice, we’ll talk to you and suggest alternative options, helping you meet your Consumer Duty obligations …and of course trying to help your clients make their objectives a reality.

Suitability Reports we offer

We provide Suitability Reports covering all areas of advice except Defined Benefit Pension Transfers. Our services cover new and replacement business, including:

  • Pensions
  • Pension switches
  • ISAs and Additional Permitted Subscriptions
  • General Investment Accounts
  • Investment Bonds
  • EIS
  • VCT
  • Business Relief schemes
  • Trust Planning
  • Protection
  • Annuities, including Fixed Term Annuities
  • Equity Release

Our approach to Suitability Reports

We’ve honed our templates over the years with the help of external compliance consultants. So if you’re not happy with the look, feel or content of your templates, or you don’t have your own – no problem!

We’ll tailor your reports to include your company branding. We can add, remove or replace sections of the reports to meet your specific needs; just let us know what you need.

Your reports will be written and checked by our team, which includes level 4 and level 6 qualified paraplanners. We were proud to win the Professional Paraplanner Team of the Year Award 2023, which you can read about here.

Case Study

Suitability Report update

An adviser approached us because they were unhappy with the report templates they were using. They felt they were too long and wordy, and included unnecessary detail, like telling the clients their ages and how many children they had. We provided them with a sample report, which showed our in-house style, and explained it could be tailored to meet their needs. We’re pleased to say they’ve been a client ever since.

Need top quality and beautifully presented Suitability Reports? Contact us.

The Argonaut Approach

We provide outsourced paraplanning services including pension switching research, analysis and suitability reports.

Need top quality and beautifully presented Suitability Reports? Give us a call or pop us a message.