Costs
The Planned Benefits Solution is a fee-based service. Fees can be met by submitting invoices for payment by the employer or by "Adviser Charging" whereby the agreed scale fee is deducted from the member's pension plans. This is an open and explicit alternative to the old commission strucvture where the costs were met from member's plans but with little clarity on how much was being charged.
The amount of the fee will depend on the work involved but will normally include an initial fee to set up a scheme and an annual member charge for our ongoing services. There may be other costs associated with multiple site visits. Please see our Fee Menu which is available on request. Please use the Contact Us link at the top of the page.