SJP Specialist Paraplanning • UK Wide
High-quality, compliant suitability reports delivered efficiently — so you can focus on what matters most: your clients.
Why MW Paraplanning
We understand how SJP practices work — because we operate one. Every report we produce is detailed, personalised, and compliant, delivered with the same standards you hold yourself to.
Deep knowledge of SJP products, current and legacy, means we hit the ground running. No learning curve, no hand-holding required.
Every suitability report is produced to meet current regulatory standards, including Business Assurance submission requirements. You can be confident in what leaves your practice.
Simple, clear pricing — no hidden extras. All costs include data gathering, calculations, and submission. You know exactly what you're paying before we start.
Use us case-by-case when volumes spike, or on an ongoing basis as a trusted extension of your team. No minimum commitments.
Remove the risk of permanent staff turnover and associated training costs. Reliable, consistent paraplanning support without the overhead.
We understand that speed matters to your clients and your cash flow. Prompt, reliable delivery every time, with clear communication throughout.
What We Cover
From straightforward new business to complex pension transfers and IHT planning, we handle the full breadth of SJP report types. If you have a case, we have the knowledge to support it.
All our suitability reports include relevant calculations (carry forward, income sustainability, IHT), illustrations, CYC, CFR and advice cycle updates as standard. We chase ceding scheme information on your behalf after initial data is received.
Simple Process
We've made outsourcing your paraplanning as straightforward as possible. Four steps from handover to completed report.
Complete our simple digital handover form with the case details. We accept information for all report types via secure, dedicated forms.
We chase any outstanding information from ceding schemes and run all required calculations and illustrations on your behalf.
A detailed, personalised suitability letter is drafted and reviewed for compliance, accuracy and quality before it reaches you.
The finished report is delivered to you, ready to present to your client. We handle submission to SJP Business Assurance where required.
Transparent Pricing
Simple, clear pricing with no hidden extras.
View Our Price ListGet in Touch
Whether you have a single urgent case or are looking for ongoing paraplanning support, we'd love to hear from you. Reach out and we'll come back to you within one business day.