Case submitted to PLUS
Case allocated to a PLUS Paraplanner
Send Letters of Authority and request information
Check ceding scheme information and request any outstanding details
Carry out Tax, IHT, Carry Forward calculations etc.
Complete Critical Yield Calculations
Confirm if a pre-approval case can proceed
Prepare Suitability Letter
Create illustration(s) and advice set (Replacement Business)
Send Suitability Letter to you for review
Submit case to Business Assurance
Liaise with Business Assurance to gain approval
Provide approved Suitability Letter and associated documentation
We have a team of qualified and experienced paraplanners based throughout the UK, ready and waiting to take your cases. You don’t need to have a case to sign up to our services, simply register your details and then we are there ready for you whenever you need us. We don’t tie you in with contracts or retainers and we don’t have a minimum spend. Simply pay as you go, case by case.
Once you’re registered, you can send us cases you need help with along with completed handover forms via email directly to our operations manager, who then distributes the work to our expert SJP paraplanners. We understand that to meet your clients’ needs you often work to tight deadlines, so we work quickly and efficiently to ensure a timely turnaround while always providing the highest level of quality
We offer a chasing service for Letters of Authority (LOA), as a stand-alone service. We understand sending an LOA, gathering all the correct information, and chasing providers can be a timely process, so let PLUS Group do the hard work for you. Our team of administrators are experts in gathering and chasing information, quickly and efficiently, and can work to tight deadlines.
Our chasing service can help free up hours of your time for you to spend with clients, which would otherwise have been spent on paperwork. We don’t believe in charging people for things they don’t need, so you don’t have to sign up for our other services to benefit from our chasing service. To find out more about our Chasing Service, click here.
Working behind the scenes, our operations manager and partner relationship manager continually review our service levels and client satisfaction to ensure we are always providing the best quality services for all our clients.
Our quality assurance team acts as our internal control function and is responsible for the ongoing monitoring of new and existing paraplanners. Quality is at the heart of everything we do, which is why we continually monitor our quality gradings and that of our team.
Each month we hold a Quality of Documentation (QoD) committee meeting, consisting of Directors, Operations Managers, Quality Assurance Team and representatives from Business Assurance (BA). During this meeting we review all our paraplanners’ QoD and feedback from BA, to help us identify any training needs.