The economics work when adviser time is your constraint.
Pillar is priced to cost less than the adviser hours it replaces. There's no rate card; terms are agreed per firm based on your client volumes, CRM and servicing model.
Pillar ROI Calculator
What does it actually cost your firm to service your lower-fee clients? Move the sliders and see the real economics.
The FCA's CP26/10 consultation proposes replacing mandatory annual reviews with periodic, needs-based reviews under Consumer Duty. Whether reviews become periodic or annual, your clients still need structured engagement and your firm still needs evidence of ongoing value delivery.
Your Review Costs
How much adviser time are you spending on clients that don't cover their cost?
Your Escalation Revenue
Pillar's structured reviews surface advice opportunities your firm is currently missing. Early pilot data indicates escalation rates of 15-20%.
Your Total ROI with Pillar
Cost savings plus new revenue generated through structured client reviews
These figures are illustrative only, based on your inputs. Actual outcomes will depend on your client base, escalation rates, and operating model. Early pilot data indicates escalation rates of 15-20%. Pillar Client Services does not provide financial advice. Pillar is an unregulated administrative and relationship support service. Your firm retains all FCA responsibility and advice liability.
Is Pillar right for your firm?
Long-tail of ongoing service clients below the threshold for direct adviser delivery
Annual reviews are overdue, or creating a compliance backlog
Advisers capacity-constrained and spending time on review delivery
Existing CRM actively used by your team
The commercial model
Pillar charges a flat annual fee per client. The fee covers the full review cycle: scheduling, preparation, delivery, documentation and follow-up.
Your firm keeps its client relationships, ongoing service income and full advice responsibility. There is no minimum contract length.
How terms are agreed
Pricing is set per firm, not from a rate card. The structure reflects your client volumes, how reviews are currently delivered and the systems your team uses. One conversation is usually enough to determine fit and agree terms.
What to bring to the conversation
To make the initial discussion as useful as possible, it helps to have a sense of your total ongoing service client base and how it's segmented, the proportion currently receiving consistent documented reviews, your current CRM and how your team uses it, and what's driving the decision, capacity, compliance, or both.
Let's talk numbers
Initial discussions are confidential and without obligation.