Annual Review

Review pack

Assembles a review pack artefact containing current policies, valuations, and fact-find changes since the last signed-off suitability report.

Meeting capture

No unlinked meetings for this household. Upload a meeting →

Consumer Duty outcomes evidence

Record narrative evidence for each of the four Consumer Duty outcomes. Stored as an artefact for compliance review.

Review artefacts · 5

Send to paraplanner for review via the case detail page.