The Workspace
An AI assistant with templates for client letters, meeting preparation, technical questions and compliance-safe wording.
Start from a template, not a blank box
An AI assistant set up for regulated client work. Members' conversations stay private to their account.
Write a letter to a client explaining why we're moving their pension to a drawdown arrangement. Plain English, no jargon.
What you get back
A first draft in plain English, structured as: what we're recommending, why it suits their goals, what it costs, and what happens next. You check and sign it off before it goes.
Example conversation. Members' conversations stay private to their account.
I'm seeing a couple on Thursday for their annual review. Here are last year's notes and their latest valuation. What should I prepare?
What you get back
A one-page brief: what has changed since last year, questions to ask about income, health and work plans, points to raise on contributions, and the documents to have ready.
Example conversation. Members' conversations stay private to their account.
Explain how Making Tax Digital for Income Tax will apply to a landlord with rental income of about £40,000, and when it starts for them.
What you get back
A short answer with the thresholds and dates that apply, the records and quarterly updates involved, and links to the HMRC guidance so you can check it before advising.
Example conversation. Members' conversations stay private to their account.
Rewrite this paragraph from our client agreement so it's clearer for clients, without changing what it commits us to.
What you get back
A plainer version with the same meaning, a list of every change so you can see what moved, and anything worth a second look from whoever signs off your compliance.
Example conversation. Members' conversations stay private to their account.