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Platform Due Diligence Service

Completing centralised research for your Financial Planning firm will save you time and money, and Platform Due Diligence forms a key part of this.

Platform Due Diligence will review the whole investment platform market and consider which option or options are best for your firm and your clients.

We present this in one document covering our research and conclusion with the chosen platform as well as a “Deep Dive” into the platform and its practices.

As with all centralised research, we believe these should be completed at least annually as so much changes in the platform market.

We normally charge £2,000 (including VAT) for this service, however we are currently offering 50% off.

If you would like us to complete your Platform Due Diligence – please complete your details below, add payment and we will be in touch soon.

Please complete our Platform Due Diligence submission form here.

Please also read and add your signature to our Terms of Business and Non-Disclosure Agreement.

Bespoke Financial Plan Template

A Financial Plan is a documented plan which is created by a Financial Planner for their client.

This will provide an overview of who the client is, what they have in place at present in terms of things they own and investment arrangements, the cost of their current lifestyle, details on what will provide them with any guaranteed income now and in the future and what they want their money to help them achieve.

We can create a bespoke “snazzy” template for you to use within your Financial Planning firm – you will find an example here.

We charge £1,000 (including VAT) for this template.

We provide a draft within 5 working days and a final template within 10 working days. We can use photos or graphics that you currently have within your branding or we can source some that we feel fit in.

If you would like us to put one of these together – please complete your details below, add payment and we will be in touch soon.

Please also read and add your signature to our Terms of Business and Non-Disclosure Agreement.

Template Studio Service

Our Template Studio Service is designed to empower Financial Planning firms with the tools they need to streamline their Recommendation Report, Forward Planning Review and Financial Plan writing processes.

We provide customisable templates for various documents, including:

• Investment Recommendation Reports

• Pension Recommendation Reports

• Protection Recommendation Reports

• Estate Planning Reports

• Forward Planning Review (Annual Review) Reports

We charge £2,000 (including VAT) for each of these templates.

You can see some examples of our templates in action here.

If you would like us to put one of these together – please complete your details below, add payment and we will be in touch soon.

Please also read and add your signature to our Terms of Business and Non-Disclosure Agreement.

Centralised Investment Proposition Service

We understand the importance of consistency in both proposition and client outcome, especially in firms with more than one Financial Planner. That’s why we offer a hassle-free solution that will save you time and allow you to focus on what really matters – your clients.

Our process is simple. We’ll start with a discussion about your current investment proposition and preferred investment strategy. Then, our expert team will complete the necessary research and provide you with a draft that we can work on together to create an investment proposition you can be proud of and have confidence in.

This service costs £4,000 (including VAT).

To get us working on your Centralised Investment Proposition please fill out your details below, add payment, and we’ll be in touch soon to get started!

Please also read and add your signature to our Terms of Business and Non-Disclosure Agreement.

How competitively priced is your chosen platform?

With Consumer Duty – value is on everyone’s mind, and while we all know that value cannot and should not be assessed on price alone, it is a vital ingredient when demonstrating value.

We believe it is essential for a Financial Planning business to understand where their preferred platform or platforms fit when compared to the average.

We understand that having trust in your proposition is an important aspect of your business, so we are providing a report tailored to your firm that compares the pricing of your selected platforms to each other and the market average. You will find an example here.

Plan Works supports a number of firms in establishing centralised research including Centralised Investment Proposals (CIP), Platform and/or Provider Due Diligence, which means we get really involved in propositions!

If you’d like to receive your firm-specific report, please fill out the form below, pay, and we’ll get back to you as soon as possible.

We normally charge £250 (including VAT) for this report however we are currently offering this for a special price of £150 (including VAT). Don’t miss out!

Please also read and add your signature to our Terms of Business and Non-Disclosure Agreement.

Please note that our report is based on standard platform pricing, however if you need us to provide a report with bespoke costs we are happy to look at doing this although further fees may be involved.