The clients you can’t profitably service, we handle them.
Under your brand. Inside your systems. To your compliance standard. Pillar delivers structured annual client reviews so your advisers do what they are paid to do: plan and advise.
The Capacity and Compliance Problem
Your firm carries hundreds of clients where the fee income does not justify senior adviser time. They still need annual reviews. Consumer Duty still requires evidence. Pillar closes the gap between your obligation and your capacity.
Most advice firms carry 60-70% of their client base in lower-fee tiers. Consumer Duty requires documented, outcomes-focused servicing across every client, not just the top tier. The FCA is actively supervising review quality. Adviser-delivered reviews for this segment no longer make economic sense.
The annual review model is broken
Three pressures driving the change
Consumer Duty evidence
Consumer Duty requires documented, outcomes-focused service for every client, not just the profitable ones. FCA supervisory focus now explicitly includes annual review quality at smaller firms.
Adviser capacity constraints
One adviser spending 2.5 hours per review across 200 lower-value clients loses 500 hours per year to non-advice work. That is capacity your firm cannot afford to waste on routine servicing.
Large long-tail client segments
Most advice firms carry 60-70% of their client book in segments where the fee income does not justify senior adviser time. Those clients still need structured servicing and documented reviews.
Structured annual review meeting
Change and trigger assessment
Vulnerability screening
Same-day advice escalation
QA sampling and scoring
Monthly MI reporting
What Pillar Provides
How it Works
Review meeting scheduled under your firm’s brand
Review conducted by a trained Pillar Client Service Manager, no advice given
Changes in circumstances, objectives and vulnerabilities assessed and documented
Advice requirements escalated to the responsible adviser on the same day
Review outcomes recorded directly in your firm's CRM
Your next review cycle does not have to cost you 500 adviser hours.
20 minutes. No obligation. We will tell you on that call whether Pillar is the right fit for your firm.