110 Pure Offices, Kembrey Park, Swindon, Wiltshire, SN2 8BW
Defined Benefits
Defined Benefits continues to be a complex and specialist area with quality and time frames critical to the overall process. We know that this can be the most stressful and overwhelming area of advice when time is limited and precious.
Pensions is our area of expertise, and we especially love Defined Benefits!
We specialise in providing quality Defined Benefits Paraplanning to Pension Transfer Specialists operating within the Quilter Financial Planning Network. Since Pensions Freedom Reforms, our Paraplanners have overseen the approval of thousands of Defined Benefits cases through the Quilter Financial Planning Network. Whether your advice is to transfer or remain, or provide your client with Abridged Advice, we have you covered.
We provide Administration and Paraplanning support to many of Quilter's Top 50 Strategic Partners and submit a large number of Defined Benefits cases per month to Quilter Business Assurance. All with an exceptionally high 'Right First Time' rate - and within a 7 working day turnaround* (*subject to case submission quality).
Having a dedicated trustworthy Paraplanner Support Team as well as an in-house TVC Specialist that integrates with our Advisers, Support Team and our Paraplanners allows us to provide an efficient seamless service. We have flexibility to meet even the most tightest of deadlines.
We fully understand the intricate criteria and protocols to obtain approval from Quilter Business Assurance, with quality and efficiency at the forefront of everything that we do. You may have even seen us in our most recent moment of fame on the Quilter Defined Benefits Masterclass video.
All our Paraplanners understand the importance of producing a fair, transparent and easy to understand suitability report that outlines your advice in a simple manner which will give your client the best means possible of making an informed decision about their pensions and often their most valuable asset.
Our service is also complimented by our own in-house TVC Specialist who can produce high quality TVC/APTA Reports within 48 hours of submission so that timescales are kept to a minimum.
We have an exceptionally high 'right first time' success rate on our Defined Benefits cases, making us a trustworthy and reliable proposition that can help your business grow whilst meeting quality targets.
Copyright © 2023 Pure Paraplanning Ltd - All Rights Reserved.
Company registration Number: 10643313
VAT registration Number: 342719792
Data Protection - ICO Number: ZA657783
Managing Director: Lee Hanlon