Report preparation
The adviser supplies the facts, agreed recommendation and rationale. CPS checks the pack for obvious gaps and drafts the report in the firm’s template and preferred tone.
Outsourced paraplanning
Choose the level of support your adviser actually needs.
From efficient report preparation to a more technically engaged case partnership, CPS agrees the role before work starts and adapts to the firm’s process.
Three engagement modes
Clear scope, without reducing paraplanning to template filling.
Research and analysis
CPS completes defined provider, product, charges, feature or scenario research within the parameters and methods agreed with the firm.
Technical case support
CPS reviews the evidence, tests scenarios and identifies planning considerations, contradictions and missing information. The adviser makes and signs off every recommendation.
Common launch case types
Support where firms most often need flexible capacity.
- Annual reviews and ongoing-service reports
- Single-wrapper new business
- Defined contribution transfers and consolidation
- Drawdown and multi-wrapper retirement planning
- IHT, trust and other non-standard work by scoped quote
Defined-benefit technical work is outside the core launch service. It would be considered only by prior quote where a named Pension Transfer Specialist provides oversight and the firm’s permissions, approvals and PI arrangements support the instruction.
What adviser-ready means
Quality measured by the work it removes.
Fits the firm
The current template, approved wording, research method and desired level of detail are agreed during onboarding and refined through feedback.
Gaps arrive early
Materially missing or contradictory information is raised before full production, reducing the risk of late rework.
Clear handover
Assumptions, missing evidence, required adviser decisions and unresolved questions are summarised so the reviewer can focus on judgement rather than detective work.
Test the fit with a defined first case.
Agree the output, template, success measures and fee before any client information is transferred.