A range of pre and post-retirement planning solutions designed to maximise the use of your available tax allowances and manage your future income needs.

CPS~Engage

offers associated adviser firms the opportunity to access and share our range of administrative, research, regulatory and compliance services. This is delivered through our highly trained and experienced CPS support team, working with you to deliver a first-class service to your clients.

Setting up a CPS~Engage account offers you and your clients:

  • A ‘home’ for your current and legacy policies, so you can concentrate on your core business
  • A competitive fee structure for access to our services
  • You continue to own your clients, we are the custodian
  • Reduced paperwork – all policy information comes through us and scanned to your on-line CPS~Engage account database
  • Monthly payment of your recurring income and adviser charges by BACS
  • Simple and straightforward administration and compliance processes
  • Incorporated regulatory fees and group Professional Indemnity Insurance
  • A true ‘working partnership’

If you:

  • Are wanting to reduce your ongoing operating costs;
  • Reviewing your servicing proposition for your legacy clients and policies;
  • Concerned about maintaining your ongoing recurring income levels;
  • Want to reduce your regulatory burden;
  • Are interested in a future ‘buy-out’ or retirement option for your business;
  • Want to work with a team of like-minded professionals

We have also developed a range of strategic partners working alongside CPS.

Mortgage Plus Logo
Henson Crisp Logo
Makemson Logo

These strategic partners are not Appointed Representative of CPS and we do not accept any responsibility or liability for any advice provided to you by any of these firms or their advisers.

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