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’
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
Then we may be able to help. Contact us for further details about CPS~Engage and we can discuss your precise requirements.
We have also developed a range of strategic partners working alongside CPS.
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.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us. Central Policy Solutions (CPS) is a trading style of Statehouse Financial Management Limited, which is authorised and regulated by the Financial Conduct Authority (https://www.fca.org.uk/firms/financial-services-register) no: 401761. Registered in England no. 4901332. Suite 3, The Byre, Lower Hook Farm, Hook, Royal Wootton Bassett, Swindon,Wiltshire, SN4 8EF.