paraplann.ing
About paraplann.ing
paraplann.ing is a flexible, independently run paraplanning service built for modern financial advisors who want quality support without the overhead. Whether you need help with a single case, ongoing support, or something in between; we are here to assist.
As our site suggests, we are open and straight to the point. Our indicative costs are not hidden behind data capture; our website is not covered in self-promotion; we do not offer what we cannot provide.
The service is independently led, with access to a trusted network of experienced paraplanners built over years in the profession. When needed, we can draw on this network to ensure consistent quality and timely delivery.
This means we can scale up when your workload does, without compromising on quality or consistency. We will always be upfront with you, and only take on the task if it can be delivered on time, and to specification.
Our Process
Here is how a typical engagement with paraplann.ing unfolds, from first contact to final delivery:
| # | Stage | Description |
|---|---|---|
| 1 | Initial Contact | You fill out the contact form, request a callback, or send a brief outline of the work you need. We follow up by phone or email to discuss your needs, and arrange a later meeting if necessary |
| 2 | Scope & Setup | We agree on the types of work to be undertaken, define software, template usage and reporting standards, and clarify expectations. A firm-level agreement may be issued to formalise the engagement. |
| 3 | Case Preparation | We provide pro forma documents (if needed) to help gather case data. Once received, we generate a fee and case agreement and issue it for your review. |
| 4 | Work Begins | On return of the signed agreement and policy pack, we begin work on your case(s). |
| 5 | Draft Delivery | We deliver the first draft of the work. You review and request any revisions as needed. |
| 6 | Final Sign-Off | Once the final draft is approved, you sign off to release paraplann.ing from further claims on the case. |
| 7 | Invoicing | We issue the invoice for completed work and follow up if needed, though we aim to keep this part simple. |
Note: Stages 1–3 are typically completed in quick succession (often within the same day) so we can begin work promptly.
About Joseph
Joseph founded paraplann.ing after more than a decade in the industry.
Working independently allows for a focus on clearly defined tasks, typically the kind of work advisers request directly. This helps free up other areas of the business to concentrate on their own priorities.
Since 2012, a significant portion of paraplanning support has been directed toward Pension Transfer Specialists, building deep familiarity with complex retirement planning, defined benefit scheme analysis, and lifetime cashflow modelling.
Much of this work has also included cross-border elements, such as overseas pension arrangements and international tax considerations.