Question 1

How does Pillar access my client data?

Accepted Answer

We log into your Intelliflo instance directly. No data is extracted or stored outside your system. Our relationship managers work inside your back office, the same way your own staff would.

Question 2

What happens if a review surfaces a problem?

Accepted Answer

We escalate it to your adviser with a full briefing. Clear criteria are agreed upfront so there are no grey areas. Roughly 10% of reviews result in an escalation. The other 90% are handled without adviser involvement.

Question 3

How long does onboarding take?

Accepted Answer

Most firms are live within 2-3 weeks. We need access to your Intelliflo, your review templates, and agreement on the client segment. No long implementation projects.

Question 4

Is this compliant with FCA regulations?

Accepted Answer

Yes. We operate under your firm's compliance framework. Every review generates Consumer Duty evidence stored in your system. We don't provide advice. We conduct the review and document the outcomes.

Question 5

Do you replace our advisers?

Accepted Answer

No. We handle the annual review conversation for your long-tail clients. Your advisers stay focused on high-value relationships. When we find something that needs adviser attention, we hand it over.

Pillar in the press

Risk warnings review to create meaningful shift in advice communication

The annual review model is no longer fit for purpose

Rethinking annual reviews: the hidden constraint in UK advice firms

Measuring the hidden costs of annual reviews in advice firms

Testing the outsourced review model: a real-world case study for IFAs

Advisers warned of cost-saving exercises as FCA proposes ditching annual suitability requirement

Advice firms are misallocating their most expensive resource

Media enquiries