Account management and scheme administration

With a client retention rate of 97% we believe in successful long-term relationships. Our proactive partnership approach to account management and scheme administration is proven to deliver tangible results. This is reflected in the fact that we  have worked with more than 200 members for more than 20 years.

Taking a proactive role in helping to create and maximise valuable income streams, our dedicated account management strives to improve clients’ service offerings and add value. Coupled with our comprehensive scheme administration services, including payment collection, we ensure a completely hassle-free experience.

  • Dedicated relationships We will appoint you with a dedicated account manager and specialist marketing manager so you get the most from our products
  • Proactive meetings We will visit you throughout the year to understand your business and identify opportunities
  • Experienced professionals Each and every member of our team offers unrivalled experience in the tax and insurance sector
  • Hassle- and admin-free We can take care of all your administration at no extra cost, from sending out letters to handling invoices and payments

Let us do the hard work for you

With dedicated account management and scheme administration, offering our specialist services to your clients is easy.

  • Dedicated account manager will oversee all your PFP products and services to maximise the strategic value we add to your practice
  • Dedicated marketing manager will ensure your PFP products are effectively marketed to your clients to maximise take-up rates and scheme income
  • Full complimentary administrative support takes away all the associated time and cost of promoting and managing our products
  • Free payment collection option to manage all invoices