What's in this pack
Annual review preparation
Pull a client history into a structured prep brief before every review
Suitability letter draft
Generate a structured suitability letter draft from your fact-find — review before sending
Portfolio performance commentary
Translate portfolio data into plain-English client-facing commentary
Client onboarding welcome sequence
Multi-step onboarding email and document checklist for new clients
Complaint response draft
Structured complaint response with regulatory awareness — always review
Retirement readiness assessment report
Help clients understand if they are on track — structured analysis
Client birthday or milestone acknowledgement
Write a personal-feeling message for birthdays, retirement, or key milestones
Transfer analysis summary
Help clients understand why a pension transfer makes or does not make sense
Investment risk profiling conversation guide
Prepare questions to explore a client risk profile accurately
Estate planning discussion prompt
Help clients start thinking about passing wealth to the next generation
Mid-year client check-in email
Stay in touch between annual reviews — surface issues early
Vulnerability flagging guide for advisers
Recognize when clients may be experiencing vulnerability and how to respond
Client feedback survey — annual review
Systematically gather client satisfaction data after annual reviews
Pension consolidation explainer
Help clients understand why pooling their pensions makes sense