Suitability reports.
Guides to suitability reports for UK advice firms — from FCA requirements and templates to reviewing AI drafts. For the product itself, see Templi's suitability report software.
Outsourced paraplanning: services, fees and alternatives
Outsourced paraplanning, in-house teams and AI-assisted drafting solve the same problem in different ways. Here is how they compare on cost, fees, turnaround, control and consistency.
Why suitability reports slow advice firms down
Suitability reports are important, but they should not set the ceiling on how many clients a firm can serve. Here is where the time goes.
Freelance paraplanners: how to write for multiple firms without the rework
Every client firm has its own template, wording and sign-off process. Here's how freelance paraplanners can keep them straight and cut the rework.
Suitability report generators: 10 tools compared for UK firms
A practical buyer-led comparison of suitability report generators and AI advice workflow tools.
Suitability reports and incomplete client information: how to document gaps
Incomplete client information can weaken a suitability report. Here is how advice firms can document gaps, assumptions and pause points clearly.
Why firm-standard suitability report templates matter
Suitability reports work best when AI-assisted drafting fits the firm's existing templates, wording and standards, rather than forcing advisers and paraplanners into a generic report format.
Audit trails for AI-assisted suitability reports
AI-assisted suitability reports need audit trails that make source information, edits, review steps, and human approval visible to the firm.
How to review an AI-drafted suitability report
AI can help draft a suitability report, but the report still needs human review. Here is what advisers and paraplanners should check before trusting the draft.
Suitability report requirements: FCA COBS 9 and 9A explained
COBS 9 and 9A set out what a suitability report must show. Advice firms need reports that explain the recommendation and stay easy to evidence and review.
Can AI Write Suitability Reports? What Advisers and Paraplanners Need to Know
What UK advice firms should look for before using AI in suitability report writing.
Suitability letter: what it is and how it differs from a suitability report
Suitability report or suitability letter? The wording varies by firm, but the document still needs to explain the advice clearly and support review.
The Problem With Generic AI Suitability Reports
Why generic AI suitability reports can create risk and rework for UK advice firms.
What is a suitability report?
A suitability report explains the advice given to a client and why the recommendation is suitable. Here is what that means in practice for advisers and paraplanners.
See the workflow
for yourself.
See it on a real advice workflow — in your firm’s templates.