What’s included
- Case triage and agreed scope
- Standard five-working-day target after a complete submission
- One revision within the original scope
- Secure firm-level delivery
Transparent fee bands
Launch pricing designed for adviser firms.
A founding rate applies to the first three cases instructed within 90 days of an approved firm’s onboarding. Complex work is scoped before commitment.
| Case type | Founding rate | Standard rate |
|---|---|---|
| Annual review / ongoing-service report Agreed review work within the published assumptions; excludes replacement and transfer recommendations. |
£95 | £125 |
| Single-wrapper new business One principal pension, ISA, bond or investment wrapper. |
£175 | £225 |
| DC transfer / consolidation Includes one ceding plan. |
£275 + £40 per additional plan | £350 + £50 per additional plan |
| Drawdown / multi-wrapper work Retirement-income or linked-wrapper analysis. |
£325 | £400 |
| IHT, trust or other complex work | Scoped quote | Scoped quote |
VAT: CPS is not currently VAT registered, so VAT is not charged. If that position changes, applicable VAT will be shown clearly on future quotes and invoices.
Volume pricing
- 5+ cases per calendar month: 5% discount
- 10+ cases: individually agreed
- Discounts do not stack
- Capacity confirmed in advance
Urgent work
- Subject to available capacity
- 25% fee uplift
- Deadline agreed before acceptance
- Missing information pauses the target
Pricing assumptions
Published bands assume a complete, internally consistent case file, one principal recommendation and use of a reasonably established firm template. A case is re-scoped where complexity, missing evidence, multiple objectives, unusual research or material changes make the original band inappropriate.
A quote is not an acceptance of work. CPS accepts an instruction only after firm onboarding, conflicts and scope checks, and written confirmation of fee and timing.
Defined-benefit technical support is outside the core launch service and would be considered only by prior quote, with named PTS oversight and appropriate firm approval, permissions and PI cover.
Interested in founding-client rates?
Apply with firm-level information. Onboarding and case acceptance begin from 4 September 2026.