Check the instruction
I confirm the objective, deliverable, recommendation inputs, evidence and firm requirements. Material gaps or contradictions are raised before full production.
Paraplanning with a named specialist
You work directly with Steven on every accepted case.
I agree the scope with your firm, review the evidence, complete the defined research and drafting, and return a clear handover for adviser review. Compliant provides the operational controls around that work.
What I do on a case
01
02
03
Practical work from case pack to handover.
Research and build the work
I complete the agreed research, analysis, calculations and suitability drafting in your current template and preferred level of detail.
Return a usable handover
I identify assumptions, unresolved questions, missing evidence and adviser decisions so your review can focus on professional judgement.
Common case types
Support where firms most often need flexible capacity.
- Annual and existing-client reviews
- Fund switches, rebalances and top-ups
- New pensions, ISAs, GIAs and investments
- Platform replacements and DC pension consolidation
- Withdrawals, UFPLS, drawdown and annuity work
- Cashflow modelling and defined technical or bespoke work
- Protection research, evidence review and suitability drafting
- Optional overnight rush delivery for suitable Case Ready work
Protection support draws on substantial experience reviewing cases and completing focused protection projects. Research, evidence gaps and adviser decisions are set out clearly in the handover.
Because I work from Australia, suitable Case Ready work accepted by an agreed UK close-of-business cut-off can be completed during the UK night and returned for adviser review by the start of the next UK working day. Overnight delivery is subject to prior capacity confirmation, an agreed scope, a complete case pack and the published rush fee. It is not available for every case type or complexity, and the location, secure-access and data-protection arrangements are addressed during firm onboarding.
Good paraplanning
Technical accuracy is the baseline, not the finish line.
The work also needs to be well-structured, evidence-led and easy for the adviser to use.
Fits the firm
Your template, approved wording, research method and preferences are agreed during onboarding and refined through feedback.
Reduces friction
Questions are raised early and the rationale is made clear, reducing avoidable clarification loops and rewriting.
Stays controlled
Defined benefit and safeguarded-benefit work is not offered. I do not act as a Pension Transfer Specialist or assume your firm’s checking or sign-off responsibilities.
Test the fit with a defined first case.
We agree the output, responsibilities, fee and success measures before client information is transferred.