paraplann.ing
Fees Schedule - Indicative Pricing
Note: paraplann.ing is not currently subject to VAT, and it is not charged on the services above. Pricing is intended to remain stable for as long as possible.
| Service | From |
|---|---|
| Simple case Simple switches, withdrawals, contributions, and small consolidation exercises. |
£70 |
| Complex case More complex consolidation, multi-faceted recommendations and client situations. |
£180 |
| PTS (DB) Support Defined Benefit transfer specialist support. Please contact us to discuss scope. |
£300 per case |
Note: "From" indicates a starting price; final fees depend on case complexity and will be confirmed before work begins. Existing clients on legacy pricing will be mapped to the closest new plan and offered an appropriate transition where required.
Turnaround Time
| Turnaround | Fee | Notes |
|---|---|---|
| Standard (8 working days) | Included | Default turnaround for all cases |
| Expedited (4 working days) | £20–£60 per case | Fee waived for retainer clients |
| Urgent (under 48 hours) | £200 per case | Applies to all clients |
Retainer Service
| Tier | Monthly Fee | Discount | Use Case |
|---|---|---|---|
| Small | £120 | 5% | Occasional support or overflow |
| Medium | £300 | 10% | Regular ongoing support |
| Large | £2,000 | 10% | Extensive monthly use |
Paid monthly in advance. Unused allowance rolls over for up to 3 months.
Defined Benefit Work
Support for Pension Transfer Specialists starts at £300 per case. Includes:
| Service | Description |
|---|---|
| APTA/TVC Checking | Checks scheme details against Selectapension inputs and resulting output |
| APTA/TVC Completion | Processes provided scheme details through Selectapension accurately |
| Cashflow Modelling | Via Cash Calc |
| Options Discounting | Support with comparing client options |
| Suitability Report Drafting | For PTS to top and tail |
| Scheme Information Admin | Retrieving data needed for analysis |
Note: Direct access to the advising PTS is essential for this work.
Hourly Call Time
| Service | Rate | Details |
|---|---|---|
| Conversational Hours | £90/hour | Pro-rated to 15-minute segments |
| Included Call Time | £0 | Included with all case work |
| Unused Time | Held for 12 months | Reminder sent after 3 months inactivity |