LOA chasing & checking support for SJP Practices in Asia & the Middle East
Our dedicated Chasers, led by experienced professionals, are ready to step in and save your Practice from pulling their hair out.
We gather all plan information, chase Letters of Authority, and handle all administration tasks so the Paraplanners and Advisers can focus on driving business and delighting clients.
Request a call back
ABOUT THE SERVICE
Save your team the LOA chasing & checking headache
As you know, sending LOAs to providers and trying to obtain the required information is a time-consuming and frustrating task for Advisers. So why not let Plus Group take care of it?
With robust processes in place, our team obtain information quickly and efficiently, so your team can carry on with more important tasks.
What’s included:
- RNo tie-in or minimum numbers required
- RPay-as-you-go basis
- RSending Letters of Authority
- RChecking the information, should you need
- RChasing providers via telephone for missing information
- RSet your own budget
- RReal-time updates in Fluid
Request a call back
Awards & nominations
Not ones to brag, but *ahem* we’re kind of a big deal! That’s because we always put YOUR needs first.
How it works
Our simple and effective process alleviates all unnecessary stress for advisers and businesses.
Step 1
Our Chasers send Letters of Authority and contact providers by phone to follow up on any missing information on behalf of the Adviser.
Step 2
With a respected, mutual relationship established, we continuously chase providers until all your documentation is received.
Step 3
We then send all information over to be checked. If further information is required, we’re on hand to deal with it promptly.
Step 4
You can rest assured knowing we handle all cases with utmost professionalism so you no longer have to worry and can focus your energy on more important tasks.
Meet your dream team
Paraplanners, Chasers, and more.
Jonathan Maskell
Head of Chasing Team
Jonathan Maskell
Head of Chasing Team
ABOUT
I joined Plus Group as an Apprentice in 2014 and am now head of the Chasing Team. I undertake a variety of duties, including making sure daily tasks are allocated across the team, and stepping in when any of the team need any help, guidance, or if they just want a chat!
I live in Liverpool with my girlfriend Kerry and outside of work, I enjoy baking and watching sports. I also have an obsession with Food Network on Sky, and like to pick up tips on how to become a better home cook!
Jill Thompson
Chaser
Jill Thompson
Chaser
Joined in 2021
ABOUT
After leaving secretarial college I have had a varied career of customer service focused roles. Ranging from a showroom manager, HR and budget officer in the Home Office, administrator in a high secure hospital and then an office manager in a family run estate agents. I am very much a people person and enjoy working with clients both face to face and over the telephone.
I am married to Dave for nearly 30 years and have 2 grown up children, Mark and Emma, plus 2 step children Mark and Lee.
LIKES
- Padel (similar to tennis/squash) I enjoy playing as often as I can
- Countryside walks, nature and wildlife
- My 2 dogs Tia and Bobby
- Eating out (I’m very spoilt for choice where we live)
DISLIKES
- Not a big fan of strong smelling cheeses!
- I do not like spirits (apart from gin)
- Bullies, whether they are children or grown ups!
Sam Parker
Chaser
Sam Parker
Chaser
Joined in 2022
ABOUT
I am a highly motivated and experienced financial administrator with 15 years experience in financial services, previously supporting a St James’s Place Partner in Poole, Dorset.
I am a busy working Mum of three teenagers, with two dogs and am an animal loving vegetarian. I enjoy walks at the beach, meals out with friends, watching cookery programmes and cinema trips.
Ready to take the next step?
Don't miss out, get in touch today to find out more
Request a call
Fill out our callback form
Book a meeting
Book in with the team
Send us an email
hello@plusgroup.org
Contact us
Complete our contact form
Frequently asked questions
Why should I use your Chasing Service?
LOA chasing can be a very time-consuming process, with a lot of back and forth and a lot of time spent on hold. Using our dedicated team to do this for you, you can increase productivity in your Practice and get back some precious time in your diary.
Do I have to send off the LOA’s or can you do this for me?
Our team will be happy to do this for you and keep you updated as to our progress with providers. However, if you wish to do this yourself, this is also not a problem.
Will I be tied into a contract?
No, we won’t tie you in with contracts or retainers and we don’t have a minimum spend. Simply register with us and use us on a pay as you go basis.
Do you check information for outstanding details and to ensure it is correct?
Our Chasing Team are not qualified to check this information, so, if you are using the stand-alone service, we will pass this back to you to check through. However, if there is anything outstanding or incorrect, just let us know and we will sort this for you as soon as possible.
Can this be offered as a Stand-Alone service?
Of course, our dedicated Chasing Team can be used as a standalone service. They are experts in obtaining information and will ensure detailed records are kept and that you are regularly updated with the progress of your case.
Do I need to use Plus’s LOAs or can you use ours?
We have an LOA template, which we find covers all bases with providers, however it’s no problem for us to send yours off on your behalf.
How often can we expect to be updated on the progress of our outstanding information?
We can update you as regularly as you would like, just let us know what suits you.
We ensure regular contact with the provider, confirming receipt of the LOA after 48 hours of sending, establishing timescales and chasing regularly. Our team are experts in getting the information for you as quickly as possible.