Your Network will love our LOA chasing & checking support

 

Our dedicated Chasers, led by experienced professionals, are ready to step in and save your Network from pulling their hair out. We gather all plan information, chase letters of authority, and handle all administration tasks so your Advisers and their Paraplanners can focus on driving business and delighting clients.

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FOR THE LOVE OF PLUS

Save your Network 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 recommend Plus Group to take care of it for them?

With robust processes in place, our team operate quickly and efficiently to obtain information so your Network is free to crack on with other – 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

Awards & nominations

Not ones to brag, but *ahem* we’re kind of a big deal! That’s because we always put YOUR needs first.

Our clients hired us to:

Help with her growing admin needs

I was unable to take on new staff due to lockdown and the costs involved. I was drowning in admin and couldn’t grow my business.

Following some positive conversations with other Partners who had used Plus Group, I decided to sign up to their Chasing service.

Using Plus Group has allowed me time to do the things I should be doing, focusing on finding new clients, taking part in virtual business development opportunities, and look to grow and achieve my goals.

What’s also great is it doesn’t feel like I am working with remote strangers, Jon quickly felt like he was part of my team.

 

Mary MacFarlane
Associate Partner at SJP

How it works

Plus Group is 100% committed to supporting you and your Network with outstanding service while making the entire process seamless and as efficient as possible. Simply schedule a call, so we can understand your needs and how best we can support you and your Network.

 

Step 1

Our Chasers send Letters of Authority, as well as phone providers, to chase up missing information on your behalf.

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 you to check. If further information is required, just let us know, and we’ll deal with it promptly. Need us to check the information also? No problem!

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

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!

Hannah Edwards

Chaser

Hannah Edwards

Hannah Edwards

Chaser

Joined in 2021

ABOUT

Before joining Plus in 2021, I worked at Mercedes Benz of Liverpool for over 4 years as a Sales Administrator. I then worked for Cloudview for four months as a Sales Administrator, but decided I wanted to learn something new and leave sales completely.

I live in Liverpool with my boyfriend. I love to get pampered. I love to go out for food and spend time with family and friends.

 

Jill Thompson

Chaser

Jill Thompson

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

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

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    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.