Whitlow — 2026 annual review (DB transfer + vulnerability rescreen)
In progressAnnual Review
Household
686e4d25…Paraplanner
deffa5ef-750…
PTS-qualified Sarah leading; DB CETV £680k pending APTA + TVC. Diana cognitive-vulnerability accommodation in force.
Artefacts · 5
Replacement Product Comparison — Prior-Adviser SIPP
AI generated
IHT Planning Note — Whitlow Family
AI generated
Record of Advice — 2026 Annual Review
AI generated
DB Pension Transfer Suitability Report (COBS 19)
AI generated
Suitability Report — UK HNW Onboarding
AI generated
Custodian Handoff · 2
Manage →Annual Review
Go to review →Assemble review pack, capture meeting, record Consumer Duty outcomes.
Activation
Go to activation →Ready to activate — acknowledged application pack found.
Actions
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Evidence
- Fact-find95/100
- Artefacts5
- Meetings1 total · 6 reviewed
Data Quality
Client declared5