IFA Assist is the Administration and Research part of Upfront Financial Services that will help you, the self employed adviser create reports and provide research and proposals for your clients.

By outsourcing you can free up your time whilst we prepare the reports for you.

With acess to a highly qualified group of individuals and the ability to upload your case directly to our back office system you can be sure all your work is secure.

You would only pay for the work we do on your behalf and our rates are very competative. You can choose to pay on an hourly rate or by case if they are more complicated. We will give you a quote prior to work been started.

We aim to provide you with a full report within 5 working days or recieving all the required information from the providers of the plans you want to review.

We can provide you with

  • Retirement planning
  • Pension transfers (money purchase and final salary)
  • Lump sum investments
  • Inheritance tax planning
  • Protection planning
  • Cashflow forecasting
  • Bespoke projects

The information we require to be able to assist you in completing a case are

Full Fact Find with comprehensive meeting notes to ensure the report has personalisation

Confirmation of Attitude to Risk

Plan information with illustrations or if you have submitted a Letter of Authority we will request these on your behalf as long as we have a copy of the information they will request to verify DPA

You will be able to use our back office system to upload all your client information securely . this information can also be viewed by the client if you allow them access.

Reports

You will recieve

  • Provider Research
  • Fund Research
  • SelectaPension Report
  • Suitability Report
  • Product Illustration
  • Key Features Document
  • Application Form
  • Fund Fact Sheets

All the reports will be created and sent to you on a word document and you will be able to add in your personalisation of the letter before completion. If you supply letterheaded paper we will also print out the finalised copy that we transpose to a PDF for security and upload it onto the system for filing. You can choose to keep it or delete if from here. Should you wish to give your client acess to this file by adding the funds to the portfolio you will be able to offer a valuation service.

Responsability for the Advice.

You are fully responsible for the advice , we will be suppling your recommendations to our staff along with details within the fact find notes you wish to make to ensure we produce the right report for you the first time. Please ensure that you read the report to ensure we have reflected your wishes.

Compliance.

Should you wish to use our compliance services we can ensure that all your work is checked by a fully qualified complaince officer. This is charged seperately.

For more information please contact the office on 01706 712141 or by email to info@upfrontfs.co.uk and we will be able to discuss your options on a more personal basis.