Pension Report Writing Services for IFAs

Unlock More Adviser Time with Professionally Written Pension Reports

At Root Paraplanning, we help financial advisers deliver clear, compliant, and personalised pension reports without drowning in admin. Whether you're consolidating schemes or advising on drawdown, our reports provide the documentation your clients and compliance teams need.

We act as a seamless extension of your advice process, creating tailored pension reports that communicate your recommendations in a structured, FCA-ready format.

What Our Pension Report Writing Includes

Our pension report service is built to simplify the documentation side of your advice process while ensuring everything is technically accurate and fully compliant. We include:

Lifetime allowance and annual allowance evaluations

Full new pension recommendations with rationale

Pension switch/consolidation strategy documentation

Defined Benefit and Defined Contribution analysis

Recommendation summary and attitude to risk integration

Editable Word documents, branded to your firm

Why Advisers Use Our Pension Report Service

We’re more than just report writers; we’re trusted partners who understand the nuances of financial planning. Advisers work with us to:

  • Save hours on writing and templating

  • Support complex advice with well-articulated reports

  • Reduce compliance risk with audit-ready formats

  • Scale your business with flexible paraplanning support

Ideal For:

Our pension report service is designed for a professionals who want quality documentation without compromising service standards:

IFAs offering pension switching and consolidation

Advisers managing defined benefit to defined contribution transfers

Firms supporting clients approaching retirement

Build Trust With Every Recommendation

Clear, well-structured pension reports make it easier for your clients to understand and act on your advice. Let Root Paraplanning give you more time to do what you do best: advise.