Flipping to DB side.

With advice a mandatory requirement for any transfer values over £30,000, the demand for advice from clients has never been higher; whereas there seems to be fewer advisers in the market.

To help you out, we have created a specialised DB service which you can use as an extra resource to take away all of the time consuming tasks that are specific to this area of pension planning.

Our DB service includes:

LOA processing

Full data gathering

Manual benefit calculations

Existing workplace scheme analysis (now required by the FCA)

Abridged report writing

TVC/APTA

Cashflow planning

and much more!

If this sounds like something you might need help with, just book a chat with our team below and they will be able to find the right solution for you.

As a PTS who is proactive in the DB market, I am aware that the regulatory requirements placed on me can be very demanding. The consequences of getting something wrong can be severe which means there is no room for errors or omissions.

To help me deliver compliant and bespoke advice to my DB clients, I decided to outsource to Para-Sols two years ago.

Their team has a wealth of experience and I found their technical knowledge to be of a very high standard. I receive comprehensive professional reports in a timely manner which reflect well with my clients.

The service I have received has been fantastic, with Para-Sols now playing a key role in helping me deliver my services.

Malcolm Butler, Amethyst Financial Advisers

Book a chat today.

Discover the best option for your business.