Questions?

How do I submit cases?

In order to complete a case we will require the following:

Completed Work Request

(available on request)

Completed Fact-Find

Completed Risk Profile

Full policy information

(unless you wish us to obtain this)

Projections at selected retirement age

(if you use O&M or Selectapension)

Any pension transfer questionnaire or retirement options booklet your company uses

Any supplementary questionnaires you use and file notes

How will I receive my final report?

We prefer to use Dropbox – but can use other methods if you prefer.

How do you charge?

We charge an hourly rate, available upon request. We think this is the only way to charge for a truly bespoke service.

Who is responsible for advice?

Reflect Paraplanning is not authorised and regulated by the FCA to give financial advice and we will not provide any advice and recommendations. You will guide the information within the report and ensure that it meets your compliance requirements. You will be responsible for the ultimate content of the report and must check it to ensure it reflects your wishes and advice given.