The service

A solid suite of templates is absolutely key in ensuring advice is clearly documented and consistent across the whole company.

However, building and maintaining them can be a full-time job in itself. Each firm has its own preferences in report layout and style, as well as content depth (plus endless debates over just how much goes into appendices!) and so we have designed a service to provide you with beautiful, bespoke templates that reflect you, your ethos and your clients.

We start at a high level, looking at what is a regulatory requirement. And then we move into your firm preferences, tailoring the report structure to match your approach to advice documenting. Your branding will then be applied, ensuring the output is consistent with all other communications from your firm.

Each template is priced on a fixed fee basis, and we can also offer an update service to ensure they remain reflective of the current rules. Furthermore, we can provide a range of tailored inserts to provide standardised wording where relevant. You simply select as much or as little as you need from us.

Providing your clients with a consistent set of clear templates can mean:

Reports that reflect not only your branding but your preferences

It is your choice how much is in the main body, what order the report flows in and just how visual it is.

Compliant communications

We can work with your compliance team to get their approval and make sure everyone is happy with the content before it is signed off.

Consistent outcomes

Peace of mind, knowing everyone is working from the same, up-to-date range of templates.

Suitability Reports:

The Next Chapter

20 years after suitability reports were first introduced and 15 years after they were assessed for benefit and impact, do we have any better handle on them?

From speaking to firms and seeing the demand for both our paraplanning service and our template creation service, the answer appears to be a resounding no. There is still a huge amount of confusion and contradiction on what is and isn’t a requirement in suitability letters and reports, and this is exactly what this guide is for.

Download Whitepaper

Let’s talk

Want to know more about our template creation and management service and how it can work for you?

Just pick a time that works for you and our team will be happy to help!


Sounds good, right? Choose how many templates you need below to get started.

We offer bundles of 3, 5 and 8 templates, or they can be purchased individually. Plus, we have a Defined Benefit bolt on template for those of you who need it.

Once you have picked your bundle, we will send you a questionnaire so we can understand your preferences. Next you will have a meeting with our Techspert to discuss your needs in more detail, who will then get to work building your beautiful new templates.

 

Get in touch to know more about this service



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