Services & prices

 

All products are covered, including pension transfers and tax-efficient vehicles such as EIS & VCTs.
There are three services, which you can use either in isolation or together:


Recommendation report
Product research, analysis and calculations
Asset allocation and fund recommendations

The menu is ‘pick & mix’, so you only pay for what you need



 

Recommendation report

A compliant, client- specific report
Created on your own template, your network’s template (where applicable) or my template
Includes illustrations, key features documents and application forms



 

Pension & Investment

£

Assurance

£

ISA

£

Review of existing policy

£

IHT planning (investment based)

£

A specialist tax area (e.g. EIS/VCT)

£

Final Salary transfer

£

 

Product Research, Analysis & Calculations

Research to find suitable product and provider based on your client’s objectives
Compliance and audit trail reports for choice of product and provider
Transfer analysis reports for defined contribution/defined benefit arrangements
The software packages I use for analysis  (my own licences) include SelectaPension, Synaptics and Synaptics Competitor



 

Product & Provider research (one product)

£

DC Transfer Analysis report - (up to 3 contracts)

£

DB Transfer Analysis report –  (one scheme)

£

Retirement Options report – full analysis of options with advantages & disadvantages

£

EIS research

£

Full financial review of current situation (up to 4 policies)

£

Lifetime cashflow projections with assumptions

£

 

Asset Allocation & Fund Recommendation

Asset allocation recommendation in line with attitude to investment risk & capacity for loss
Individual fund recommendations
Fund overview and research for audit trail and justification
Fund factsheets
The software package I use for fund research (my own licence) is O&M Research



 

Asset Allocation & Fund Recommendation

£

 

In a hurry?

So long as you can provide the information needed, turnaround time is within five days. It's often faster, but if you need something the next day and it's at all possible then I'll do your case immediately.

 

Rush Fee

£

 

But where are the prices?

Call me and I’ll give you the price list. You are an IFA, which means that in addition to your technical and management skills you are also a sales professional. So you’ll understand why I want to know who is interested.

 

The small print

Before you send your first case, we both sign a terms of business which includes confidentiality clauses. I am registered under the Data protection Act and exchange client data with you via secure email (Unipass).