templi
Sign in Book a demo Try for free

The work between
meetings taken care of.

Templi drafts your suitability reports in your firm’s own Word templates — and connects the advice workflow around them, from meeting to back-office update, inside the systems you already use.

Book a demo Try for free
Paraplanner ready
Templi Wealth
Annuity Suitability Report
Prepared for insert client name
Prepared by insert adviser name
insert date
Section 01 Templi Wealth · Annuity Suitability Report

Review of your personal pension plans

insert client name presently has the following pensions insert whether or not the client's pension(s) are crystallised or uncrystallised:

AI Table
CompanyPlan typeRegular contributionFund ValueTransfer penalty
Section 02 Templi Wealth · Annuity Suitability Report

Tax-free cash

Available tax-free cash

Note the available tax free cash from the client's existing pension in both monetary terms and % of the fund.

Section 03 Templi Wealth · Annuity Suitability Report

Guaranteed annuity rates or other guarantees

Note whether or not the client's existing pension contains any guarantees or protected/safeguarded benefits

Your insert client's pension provider name pension policy is invested in stock market investments — and will therefore continue to fluctuate up and down in value.

TTempli Paraplanner
agent · live
Intelliflo× SharePoint× MS 365×
Templi

Two products.
One connected workflow.

Advisers run better meetings. Paraplanners automate everything that follows. It’s seamless, automatic, and fully traceable.

T
Templi Paraplanner
The agentic back-office for advice firms

Templi Paraplanner generates suitability reports inside your firm’s compliant templates, runs automatic fact‑finds, lets you chat with your client data, and creates any document you need, whenever you need it.

  • Suitability reports in your Word templates — handles long, detailed 50+ page reports with no limits on complexity or structure.
  • Automatic fact‑finds from meeting transcripts — structured client data instantly
  • Chat with all your connected client data — answers in plain English
  • Ad‑hoc documents — portfolios, letters, summaries on demand
  • Research — extracts key data from policies, statements, and provider documents
Annuity Suitability Report

Introduction

Further to our recent discussions, during which we discussed and recorded your financial circumstances on our fact find, I would like to take the opportunity to outline my recommendations, confirming their suitability and the reasons for making them. A copy of the information on which I have based these recommendations is available on request.

I provided and explained the content of the following documents, which includes key facts about our services:

  • My business card
  • Templi Financial Planning client terms of agreement
  • Legal & General Assurance Society Limited Pension Annuity key features document
  • Your personal illustration

Please retain all of the information you receive as a reminder of our discussions.

Table of Contents
Annuity Suitability Report1
Introduction4
Our services and status6
Why this report?7
This report is in two parts7
Your current situation8
Longer-term considerations10
Your Wills10
Lasting Powers of Attorney10
Funding the plan (affordability)12
Paying for independent financial advice12
Additional sources of income12
Review of your personal pension plans14
Guaranteed annuity rates or other guarantees14
My recommended option14
Summary14
Tax-free cash and annuity type15
Guarantee period16
Survivor's pension16

Your current situation

I have summarised your present position as follows:

Summary of current financial circumstances
NameJohn DoeJane Doe
Date of birth17/01/197615/03/1980
Age5046
Smoker statusNon-smokerNon-smoker
State of healthControlled conditionsControlled conditions
Marital statusMarriedMarried
Financial dependentsNoneNone

You receive a modest £95 council pension and a £194 Royal London annuity, while Jane receives a £1,313 teacher's pension and a £295 attendance allowance. Both of you are retired, so your main sources of income are these pensions and the forthcoming annuity.

Your total annual outgoings are about £33,500, of which £7,740 relates to the mortgage. Once the mortgage is cleared using the tax-free cash, your disposable income will increase substantially, making the level annuity of £3,759 per year comfortably affordable.

If either spouse were to pass away, the surviving partner would retain their own pension income and would still benefit from the annuity (which is single-life only, so payments would cease on John's death). This means each of you is largely financially independent of the other for retirement income.

26 page(s)
Explore Paraplanner
T
Templi Adviser
For the meeting, not the paperwork
NEW

A desktop app for advisers during client meetings. Transcribes the conversation, drafts firm-branded notes, creates or updates client records, and delegates every follow-on task to Paraplanner.

  • Automatic meeting notes and transcripts — in your firm’s tone and branding
  • Calendar sync — meetings ready to capture
  • Client records updated — created or amended in your CRM
  • Follow‑on work — delegated to Paraplanner instantly
Mon 20 April · 14:30 Annual review — Katie Doe

# Summary

Annual review with Katie Doe, covering retirement planning and risk appetite after the Q1 market drawdown. Katie introduced her brother, Jack Sleator, who wishes to onboard as a new client.

# Action Items

  • Onboard Jack Sleator as a new client
  • Update Katie’s risk profile to Cautious
  • Request transfer value for Aviva workplace pension
Add Jack Sleator
Updating Katie…
Explore Adviser
Mac · Q2Windows · Q2iPhone · Q3Android · Q3
See it in action

A suitability report,
drafted in minutes.

Watch Templi Paraplanner turn client files into a review-ready suitability report draft in a firm's own template — a two-minute taste of what a demo covers on your firm's real data.

A real report generation run — no mock-ups, no staging.
Book a demo
Customers

What the teams using Templi actually say.

The system is intuitive and simple to use, whilst producing top quality outputs. In a space which is starting to fill up with providers who try to do multiple things, Templi are focusing on one solution and ensuring that is done as well as possible. What is most impressive is the speed of developments to enhance the system and improve the user experience, and the guys are continually open to feedback and suggestions. Templi is a win for any advice firm.
Photo of Peter Robbins
Peter Robbins
Director · Henwood Court
Templi has been really useful in giving back the time spent on writing suitability letters to our paraplanners. The team, in particular, Dan has been very attentive to any problems we have experienced. We find that Templi is super clever in the way it generates facts from the data sheets that we input to answer prompts within the suitability letter. This has saved an incredible amount of time in our processes.
Photo of Megan Mallier
Megan Mallier
Paraplanner · Finance Matters
The versatility of Templi has really impressed me, particularly with the recent updates — I've found it an incredibly useful tool when amalgamating notes from client meetings into a coherent fact find, and for compiling reports on portfolio performance. The team at Templi have been fantastic. They're really quick to respond to feedback, seem to be constantly working on fixes and improvements, and are generally really nice to deal with — it fills me with confidence for the future.
Photo of Jack Crawford
Jack Crawford
Adviser · Greensky Wealth
How it works

Meeting to report,
in one handoff.

The adviser runs the meeting. The paraplanner agent picks up the work. Every task flows into your existing back-office with provenance, versioning and human review at every step.

T
Templi Adviser
in the meeting
01 Meeting captured and transcribed
02 Structured notes drafted in firm style and brand
03 Follow-on tasks identified & queued
handed off
T
Templi Paraplanner
after the meeting
05 Fact-find reconciled & flagged for review
Human reviews/approves
06 Suitability report drafted in firm templates
07 Ad-hoc documents generated on request
Syncs with Intelliflo Office Iress Xplan Plannr OneDrive SharePoint
Integrations

Fits into the systems
your firm already uses.

Templi is a connector, not a replacement. Your CRM stays your system of record. Templi makes it flow.

Intelliflo Office
Read & write fact-find fields, client records, policies and notes.
Iress Xplan
CRM read/write with full fact-find reconciliation.
Plannr
Native Plannr integration with bi-directional sync.
Microsoft 365
Word, Outlook, Teams, Excel and more!
SharePoint
Pull client documents, provider statements and research.
OneDrive
Client files synced and referenced with citations.
Google Drive
Attach Drive files as cited sources alongside client documents.
Gmail
Client correspondence ingested so agents can quote what was agreed.
Outlook Mail
Client emails read into the file with citations agents can quote.
Google Calendar
Meetings synced so scheduled calls attach to the right client.
Don't see yours?
We add new CRMs and data sources every month — tell us what you use.
Request an integration
The trust layer

Every output reviewable.
Every source visible.

Templi is built for advice. Every output has a source. Every version is signed. Every step is reviewable and under your control.

Retrievable audit trail

Every generated passage cites the data it was drawn from — client file, meeting transcript, CRM field. Click any line to see its sources.

Ring-fenced AI

Locked wording, firm disclosures and regulated sections are preserved. Templi writes only where you tell it to.

Versioning & review

Every draft is versioned. Every change is diffable. Human approval is required before anything leaves your firm.

Human‑in‑the‑loop

Advisers stay in control at every step — nothing is sent without human approval.

FAQ

Your questions,
answered.

The most common questions we hear from advisers, paraplanners, and heads of advice. If yours isn’t here, just ask.

What integrations does Templi have?

Ten native integrations, all live. CRMs: Intelliflo Office, Iress Xplan and Plannr. Files and documents: Microsoft 365 (Word, Outlook, Teams and Excel), SharePoint, OneDrive and Google Drive. Email and calendar: Gmail, Outlook Mail and Google Calendar. Your CRM stays your system of record — Templi reads from it and writes back.

What kind of reports can I produce with Templi?

Anything you have a template for. Templi can generate long, detailed suitability reports, run fact‑finds, produce review packs, meeting summaries, and more. If it’s in Word, Templi can draft inside it — no page limits, no complexity limits.

Can I bring my own templates?

Yes. You can import your existing Microsoft Word templates or build new ones from scratch. Mark the sections Templi should fill, hide, or replace, and you’re ready to go. If Word can do it, Templi can do it.

How does Templi stay up to date with UK regulations and tax information?

Templi continuously monitors official government sources to stay aligned with current regulations and tax rules. You can also add your own firm‑specific guidance or updates whenever needed.

What kind of files can Templi read?

Documents, presentations, spreadsheets, images, and audio files.

Templi · Available now

Run the meeting.
Skip the admin.

Watch Adviser and Paraplanner take a real advice case from meeting to report in 30 minutes.

Book a demo Try for free