As these change each month please contact us for our current QoD scores.

Case allocation times can vary depending on work volumes, and the time of year.
Any cases received after 3.30 pm, Day 1 is the following working day.

• Our aim is to write the case and submit it to Business Assurance within 5 working days of us receiving all relevant information. 
• If we need additional information from you, the case is placed on hold until we receive your reply.  On receipt of the required information the 5-day service standard is resumed from the point at which it was previously put on hold.
• We aim to action any feedback from Business Assurance within 2 working days. 

• From when your case is allocated to a Paraplanner, we aim to complete all initial checks within 3 working days.
• We aim to check additional information within 2 working days of receipt.  
• On receipt of all the required information, we aim to write and submit the case to Business Assurance within 5 working days.
• We aim to action feedback from Business Assurance within 2 working days.

You can send cases by email direct to our Operations Manager. When you are fully signed up we will provide details of our requirements, and give you access to our handover documents.

Whilst we always appreciate your ongoing support, our fees are purely on case by case basis, and we are unable to offer discounts.

Gathering existing provider information on your behalf is a complementary part of our Paraplanning Service. If you choose to gather the information yourself, our fees would remain as stated on the Paraplanning Fee Schedule.

Our Paraplanning Service does not include updating CFR’s (Fact Finds).

A fully completed CFR is one of our requirements when submitting cases to our Paraplanning Team.

We would of course, make limited minor changes on replacement cases i.e. updating policy values on receipt of provider information or updating the priorities sections.

New Business cases include preparation of Suitability Letters only, and this is reflected in the fees that we charge for this type of case.

Yes, for Replacement Business only.

Yes, for Replacement Business only.

For any areas which are not covered under our Paraplanning Service, we also operate an Administration Support Service.

The cost of administration support would be in addition to our Paraplanning fees, if you would like further details, please click here.

Whilst we do have limited availability to discuss cases prior to submission to us, if you have any concerns regarding your pre-submission cases, we recommend you speak to SJP Business Assurance.

Our paraplanners are happy to discuss specific cases with you, after they have been submitted to us.

We do not include this as part of our service, New Business cases are limited to the preparation of Suitability Letters, and this is reflected in the fees that we charge for this type of case.

Cases where a Partner has already commenced preparation of a Suitability Letter or other investigation/calculations, are charged at the same rate as all other cases, there is no reduction in our fees.

It is our experience that checking a completed (or partially completed) case involves the same level of analysis as cases where no checks have yet been made

Direct Debit is the fastest and most convenient method available for both parties. We have enlisted the services of GoCardless a provider who is capable of handling large volumes of transactions.

We invoice on the 5th day of each month with payment collected on or around the 15th of the month.

The invoice will include all cases approved during the whole of the previous month. e.g. invoice produced on 5th November for all cases approved 1st October – 31st October.

Whilst we always do our best to complete matters as quickly as possible, we recommend that you do not arrange follow up meetings with your client(s), until the case has been approved and/or you have received the completed Suitability Letter.

If you choose to arrange meetings beforehand, we cannot guarantee that the Suitability Letter (and where relevant BA approval) will be completed in time for the meeting.

Our office hours are Monday to Friday 9.00am until 5.00pm. However, our Paraplanners, do work at different times outside of these hours.