Working With SJP Partners

Delivering a high quality paraplanning service.

6 Day Turnaround

From the point of all required information being received, our case turnaround time is 6 working days. 

Dedicated Paraplanner

Our team of 30+ paraplanners all have 5-10 years of experience in the financial services industry and accredited with RQF Level 4-6 in Financial Planning.

Case By Case Fees

We charge for our service on a case by case basis as we understand case inflows fluctuate month on month. There is no tie in period or upfront fees. 

A valued outsourcing relationship is our focus.

1

LOA's sent to providers and ceding scheme information uploaded >

2

New case submitted to 1to1 Paraplanning >

3

Paraplanner checks case for outstanding information >

4

Paraplanner chases providers directly for outstanding information >

5

Paraplanner computes Critical Yield Calculations (CYC) >

6

Paraplanner calls Partner to confirm details before proceeding to SL >

7

Paraplanner prepares Suitability Letter >

8

Partner checks Suitability Letter >

9

Paraplanner submits case to Business Assurance for approval.

Pension Fee Schedule

Fee per Suitability Letter

Replacement Business

1 Plan

+ Plan

CYC
£50
£25
Pension Transfers (DC)
£300
£75
Pension Transfers (DC) With Safeguarded Benefits
£600
£75
Pension Transfers (DB)
£900
£75
Drawdown
£400
£75
UFPLS
£400
£75

New Business

1 Plan

Pension (Regular/Lump Sum)
£150
Annuity Purchase
£200
Drawdown
£200

Investment Fee Schedule

Fee per Suitability Letter

Replacement Business

1 Plan

+ Plan

CYC
£50
£25
ISA Transfers
£250
£25
UT/OEIC/Bond Replacements
£250
£25
IHT Replacements
£450
£100

New Business

1 Plan

Single Investment - Non IHT
£200
Single Investment - IHT Planning
£300

Cashflow Modelling

Service

Cashflow modelling gives you the opportunity to illustrate and communicate your plan and your value to your clients in another language. Not everyone understands the figures, but a picture can help the client see the impact of your advice and the life choices they are about to, want to or sometimes need to make.