Service charges

Our Investment Services and Costs

  We provide you with an initial consultation free of charge.  This helps us to understand your financial objectives and we will confirm how we can support you in working towards these. We will also discuss the cost and levels, of our services both initially and throughout our relationship with you.

Our Insurance and Protection Services and Costs

  Similar to our Investment Services above, we will provide you with a personal and financial review prior to making our recommendation(s) to you. Should you accept our recommendation(s) we will arrange the implementation of these for you,  the reasons for our recommendations will also be provided to you in a written report.

We do not charge a fee for our insurance and protection services, as we will normally receive commission from the policy provider. You will not be subject to VAT for this service.

Option 1 – Pre Assessment and Initial Staff Communications

Pre-assessment and documentations for employees. £100 per member

(Minimum £1,250)

Option 2 –Full Administrative Service via Sage & the Pension Module

Pre-assessment and documentation for employees £100 per member

(Minimum £1,250)

Annual ongoing service fee for staging and ongoing assessment via Payroll for all employees

£72 per member pa

Ongoing assistance for company and staff relating to new pension provision and General financial services FOC

Option 3 – Financial Advice only

Ongoing assistance for company and staff relating to new pension provision and General financial services

£30pm per annum per member (Maximum £100pm)

auto enrolment seminar

Bespoke Additions

Service

Cost

Seminar

£1000 + venue costs

Pre-implementation meeting with individual employees

£25 per member

Minimum 3 monthly meetings with company or at company request

£500pa

Periodic advice surgery – Monthly

£2,000pa

Periodic advice surgery – Quarterly

£1,000pa

Periodic advice surgery – Half Yearly

£500pa

Set Up company individual email addresses

£POA


Brooms Payroll and Pension Solutions Ltd

We work with our clients to understand their immediate and future needs, to provide tailored solutions.

Auto-enrolment

Service proposition
Service charges

Contact

Tel: 0333 366 0006
jeff@bpps.co