Working With SJP Partners
Delivering a high quality paraplanning service.
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.
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.
