Positive Solutions is to discuss client invoicing with its partner firms as it anticipates a rise in pure fee business post 2012.
The national IFA will include invoicing arrangements as part of workshops designed to help firms switch to an adviser charging model. Most partners, it says, still operate on a commission basis.
Marketing director Keith Gilmour says the Aegon-owned company has conducted pilot sessions with 15 firms and will use feedback from these to build training events, which will begin in the second half of the year.
Currently, the majority of Positive Solutions partners write business on a commission basis, although commission offset is a growing trend. Pure fee business - "where clients write a cheque" - is only carried out by a handful of partners.
Gilmour says the company is awaiting an FSA policy statement on adviser charging, due before the end of next month, before assessing its implications for its advisers.
Although Gilmour says there will likely be a rise in upfront, fee-based transactions, he still expects the "majority of advice to be paid for out of the investment".
The national IFA hit its all-time high of more than 1,700 partners in 2009 before scaling back in a "focus on quality", Gilmour says.
However, while it finished 2008 with 1,662 partner firms, it closed 2009 with 43 fewer, at 1,619. It has since boosted this number to 1,627, as at end January.
"We did have conversations with partners about business levels and plans for the future and some did leave the company," he says. "It was a focus on quality.
"We are not saying firms have to be writing six-figure business, but we are looking for good business levels. The majority of partners would not thank us for having on board a significant minority not doing that."
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