We book case slots in advance for “week commencing”. This will usually be two or three weeks in advance. From the agreed date of your case, the turnaround time is five working days, subject to no external delays (such as missing ceeding!)

• Factfind
• Risk Profile Tool
• Letters of Authority (including for the existing employer scheme for pension switches)
• Up-to-date ceding information (no more than 3 months old for pension switches)
• Adviser Charges Agreement 
• State Pension Forecast (for all pension cases)
• Our completed New Business Sheet confirming your advice

You don’t have to, but it helps! To make life even easier, we have designed an LOA with our details already on and all the questions you need the provider to answer. You can find this on the resources page. 

We use OneDrive, making for a seamless and secure process of sharing cases. 

We are a paperless office and we are registered under the Data Protection Act and are GDPR compliant. Please refer to our Privacy Policy. 

As an Independent Financial Adviser, you are solely responsible for all advice provided to your clients. RT Paraplanning Solutions Ltd are not authorised or regulated by the Financial Conduct Authority.