Pillar is running live structured reviews inside the launch client, an FCA-authorised IFA firm with a substantial long-tail book. The reviews are conducted under the firm's brand, inside its Intelliflo environment, by trained Client Review Managers. Below is what the programme has produced.
Every review follows the same framework. Structured call with the client. Documented file note in Intelliflo. Consumer Duty evidence recorded. Vulnerability screening completed. Outcomes logged.
What the launch client produced
200 client reviews completed. Around 5% escalated to the regulated adviser. The other 95%, roughly 190 clients, required no adviser involvement. The client confirmed no material change in circumstances. Review documented, outcome recorded, file closed.
As recorded by the launch client during its April 2026 review run. Quoted from the firm’s own count, not measured on the Pillar platform.
The escalations surfaced material change. Each case was escalated with full context and a briefing note, and the adviser took over with the diagnostic work already done.
The numbers
Across the programme: 200 client reviews completed and a 5% escalation rate.
The escalations handed back to the firm have generated £55,000 of new revenue. Every review carries a documented Consumer Duty outcome and a full file note, produced as a by-product of the activity.
As recorded by the launch client during its April 2026 review run. Quoted from the firm’s own count, not measured on the Pillar platform.
What this means for firms
The launch client deployment evidences three things. First, at our launch client, 95% of reviews did not need an adviser. Second, structured outsourced reviews generate evidence that the service you charge for was delivered, with an audit trail produced as a by-product of the activity. Third, the escalation model turns a cost centre into a revenue channel.