Paraplanning Fees

Transparent paraplanning fees for advisers

Para-Pal provides transparent outsourced paraplanning fees for financial advisers. Our pricing is straightforward and flexible, with no retainers or minimum case commitments.

Use the calculator below to estimate the cost of typical paraplanning cases, or review the example fees to understand how pricing works across common adviser scenarios.

Clear case pricing
No hidden charges
Designed for adviser workflows

Flexible paraplanning support with no retainers

Para-Pal operates on a straightforward pay-as-you-go model. Advisers are only charged for the cases they submit, with no retainers, minimum monthly commitments or fixed contracts.

  • Pay only for the paraplanning work you need
  • No monthly retainers or subscription fees
  • No minimum case commitments
  • Flexible support to match adviser workloads

This flexible approach allows advisers to scale paraplanning support as required, whether for occasional complex cases or regular technical assistance.

Estimate Your Case Cost

Build an estimate for one or two clients. Where a case involves two clients from the same household, a 30% discount is applied once to the lowest eligible base fee selected. Additional plan charges and add-ons remain chargeable in full. All fees shown are exclusive of VAT.

Client 1

Annual Review
Annual Review
Base fee £125 + £25 per additional plan
Pension Cases
Pension New Business
Base fee £225
Pension Transfer (Pre-retirement)
Base fee £350 + £50 per additional plan
Pension Transfer (Post-retirement)
Base fee £400 + £50 per additional plan
Pension Withdrawal (Existing Scheme)
Base fee £300
Investment Cases
Investment New Business
Base fee £225 + £50 per additional plan
ISA Transfer
Base fee £275 + £50 per additional plan
Investment Review
Base fee £300 + £50 per additional plan
Specialist Investments (EIS / VCT / AIM)
Base fee £400 + £100 per additional plan

Client 2

Annual Review
Annual Review
Base fee £125 + £25 per additional plan
Pension Cases
Pension New Business
Base fee £225
Pension Transfer (Pre-retirement)
Base fee £350 + £50 per additional plan
Pension Transfer (Post-retirement)
Base fee £400 + £50 per additional plan
Pension Withdrawal (Existing Scheme)
Base fee £300
Investment Cases
Investment New Business
Base fee £225 + £50 per additional plan
ISA Transfer
Base fee £275 + £50 per additional plan
Investment Review
Base fee £300 + £50 per additional plan
Specialist Investments (EIS / VCT / AIM)
Base fee £400 + £100 per additional plan

Shared Add-ons

Estimated fee
£0
+ VAT
Select one or more case types to see your estimate.
Estimate based on Para-Pal’s fee structure. For joint household cases, the 30% discount is applied once to the lowest eligible base fee selected. Additional plan charges and add-ons are charged in full.

Typical outsourced paraplanning pricing

Outsourced paraplanning pricing can vary depending on the complexity of the case, the level of research required and the documentation involved. Many financial advisers choose outsourced paraplanning because it provides access to experienced technical support without the fixed costs of employing an in-house paraplanner.

Typical paraplanning work may include pension research, investment analysis, platform comparisons, cashflow modelling and the preparation of suitability reports. The scope of work will often influence the time required to complete the case and therefore the overall paraplanning fee.

Straightforward cases

Simple cases such as ISA investments or basic portfolio recommendations typically involve limited research and straightforward suitability report preparation.

Standard advice cases

Most paraplanning work falls into this category, including pension planning, investment recommendations and portfolio switches requiring research and structured advice documentation.

More complex planning

Cases involving multiple providers, tax considerations, pension consolidation or detailed financial planning analysis may require additional research and modelling.

Because every advice case is different, the most accurate way to estimate paraplanning costs is to review the case details or use the pricing calculator above.

Why Advisers Choose Para-Pal

Practical support, clear communication and dependable delivery

Advisers need more than technical capability. They need paraplanning support that is reliable, efficient and easy to work with.

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Clear communication

Straightforward communication throughout the case, so you always know where things stand.

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Dependable turnaround

Support designed to help advisers keep cases moving and avoid unnecessary delays.

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High-quality output

Well-prepared paraplanning support focused on clarity, structure and adviser usability.

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Built for advisers

Support shaped around real adviser workflows, from research and report writing through to technical case preparation.