Professional Service Provider Reports

Professional Service Provider Analysis

Q Score’s provider analysis helps charities and professional service providers understand how adviser relationships sit across the UK charity sector, and how individual provider portfolios compare in terms of Q scores, stability and financial profile.

Q Score Report Options

Q Scores

Provider Portfolio Reports (PPRs)

Detailing what a provider’s charity client book looks like and how it compares.

Q Scores

Provider Marketing Reports (PMRs)

Outlining at a high level what each professional services market looks like overall.

The charitable sector is supported by a wide range of professional providers, which play an integral role in delivering outsourced services and advice.

They play a major role in helping charities understand and strengthen their financial sustainability.

Q score collects information on all professional providers referenced in individual charities’ annual accounts, although this is not a precise exercise due to the non-standardised descriptions. In total, Q Score has identified 8,928 individual professional provider relationships.

In recognition of this, alongside its Financial Assessment Reports for Charities, Q Score provides analysis specifically cut by the professional providers with which Charities partner.

These professional outsource services are sorted into the following provider categories, with those for which Q Score analysis is available now indicated:

  • Auditors, Accountants & Tax Advisers AVAILABLE NOW
  • Bankers
  • Insurers, Insurance Brokers, Actuaries & Pension Advisers
  • Investment Managers AVAILABLE NOW
  • Property Advisers
  • Solicitors
  • Other specialists

With the analysis already prepared by Q Score, this output is specifically designed for use by:

Charities

Charities’ executive management and trustees in the best practice monitoring, review (including market-wide reviews) and selection of their provider partners

Professional Service Providers

For providers to be able to see their current portfolio of Charities, with distribution by Q Score, stability and financial profile, any concentrations or exposures and easy illustration of strengths or weaknesses of their mix. As well as wider target market and peer group research

PSP Pricing

Pricing is determined by reference to:

• Professional type
• Size of individual 2,000 representation
• Additional “Q” score information

Please contact us for specific pricing.