NewCoInsurance Limited
MPMaya PatelHarbour & Rowe
Creating a new reportStep 2 of 6
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  2. 2Review & complete
  3. 3Build report
  4. 4Brand
  5. 5Customise
  6. 6Review & download
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Review & complete information

We’ve separated what is known, what has been calculated and what still needs adviser confirmation. Complete the remaining items before building the report.

8 of 12required items verified
AC
Client

Amelia Carter

PCRS-Sample-Discussion-Aid-SYNTHETIC.pdf

Current savings£169,451Discussion aid
Source statusStructured demo dataSynthetic
Known information

Ready to use

8 verified
✓
Client and plan identityAmelia Carter · 2 plans
Discussion aidPage 1
✓ Verified
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Review period30 July 2025 – 29 July 2026
Discussion aidPage 1
✓ Verified
✓
Plan values and performance£169,451 current value
Discussion aidPage 1
✓ Verified
✓
Fund allocations13 funds per governed portfolio
Discussion aidPage 3
✓ Verified
✓
Fund monetary values£99,009 in largest pension fund
Calculated
✓ Verified
✓
Provider, adviser and transaction charges£1,458 provider + adviser charges
Discussion aidPage 2
✓ Verified
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Pension beneficiaries2 pension beneficiaries
Discussion aidPage 6
✓ Verified
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Retirement modelling outputs100% successful scenarios
Discussion aidPage 4
✓ Verified
i

Plan-level opening values are used as the canonical figures. The sample discussion aid contains a source-total inconsistency, demonstrating why extracted totals should be validated rather than blindly trusted.

Complete the gaps

Adviser & connected information

Action needed
Client attitude to risk
Adviser input
! Needs confirmation
Client retirement goals
Connected source
○ Missing

No retirement goals are being treated as safely extractable from the source for this demonstration.

Tactical asset allocation
Connected source
○ Missing

Latest tactical positioning is shown as a connected-source item rather than assumed from the uploaded PDF.

Meeting notes and adviser observations
Adviser input
! Needs confirmation
Client-friendly meeting summary
AI-generated
! Needs confirmation

It was good to review how your plans have progressed over the last year. Your retirement plan remains in a strong position and the current investment approach continues to support your agreed objectives.

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