Removing the Burden of Provider Chasing Through Outsourcing

The challenge

The Adviser was spending a disproportionate amount of time dealing with pension providers. The process was time-consuming, frustrating, and detracting from higher-value adviser activity. With limited capacity and little appetite for provider engagement, the work was becoming a blocker rather than a support function.

Our approach

The Adviser chose to outsource provider interaction to Plus Group, removing the need to personally manage pension providers or chase progress. Our team took ownership of the process, handling communications end to end and keeping matters moving without unnecessary adviser involvement.

The outcome

Outsourcing delivered immediate and tangible relief. The Adviser described it as “lifting a weight off my shoulders”, knowing they would no longer need to spend time dealing with providers. With that burden removed, they were able to refocus fully on client work and core advisory tasks.

Client feedback

“I could not face dealing with pension providers. I did not have the skills or patience to deal with them. Outsourcing to Plus Group has lifted a weight off my shoulders knowing that I will never have to waste my time again speaking to providers. It has 100% freed me up to focus on other tasks.”

Why this matters

This case demonstrates how outsourcing operational friction can significantly improve adviser capacity, wellbeing, and focus. By removing low-value, high-frustration tasks, advisers can spend their time where it matters most, with clients and on growing their business. The prospective client also received £250 in compensation due to the slow progress of the provider too.