Frequently Asked Questions

Here are answers to common questions

How can we benefit from using you?

A key benefit of using Outsourced Paraplanning is freeing up your time to spend advising existing clients and generating new business which ultimately increases your revenue and profitability. Our paraplanners are highly qualified and experienced at research, analysis and report writing so you can be assured of a highly professional service.

What information do you need?

Typically, the financial planning questionnaire, meeting notes, details of any existing policies being reviewed, the advice given, reasons why and illustrations for the recommended product(s). We will review each case and advise of any additional information we need.

How do we provide you with the documentation?

We use a secure online portal for you to upload everything we need. Once complete, we will upload the suitability report and supporting documentation to the portal for you to access.

How secure is the information I send you?

Our portal is very secure, and all information is backed up daily. We are registered under the Data Protection Act and GDPR compliant. As a paperless office, all information stored is password protected and encrypted. We are happy to provide additional information on request.

What areas of financial planning do you cover?

We can cover all areas of financial planning, these typically include:


  • Pre-retirement planning
  • At retirement planning
  • Pension transfers (DB & DC)
  • TVC analysis
  • Lump sum investments
  • Inheritance tax planning
  • Personal and business protection planning
  • Due diligence reports
  • Annual reviews
  • Cash-flow forecasting
  • Bespoke projects

What are your turnaround times?

We aim to be flexible but undertake to provide your suitability report within 5 working days from the date we receive all the information needed to proceed.

Who is responsible for the advice?

Outsourced Paraplanning are not authorised or regulated by the FCA. You are responsible for the advice you give to your clients and for the content of the reports and research we produce on your behalf.

How much will it cost?

We work on a fixed fee, pay as you go basis. Our fees are very competitive and a schedule is available on request.

Do you charge a retainer?

No. Our fees are charged on a pay as you go basis, so you only pay for the service when you use it.

If you still have unanswered questions

Or you need anything clarifying then please contact us.