Annual review
Run the ongoing service cycle end-to-end — from due-date trigger through plan refresh in RetireMe and a filed review record.
6 stages
This is the same platform journey available under Your organisation’s templates in the adviser portal. Firms clone it, then tailor stages and document artefacts.
- Review triggered — Open the review engagement when the due date fires and notify the client.
- Data refresh request — Client updates goals, income, expenses, and life changes; upload refreshed statements where needed.
- Plan refresh — Update the RetireMe plan and re-run projections; capture a review note before the meeting.
- Review meeting — In person, phone, or video — progress, plan results, and recommended changes with meeting notes.
- Agreed actions — Execute rebalancing, contribution changes, insurance updates, or paperwork agreed in the meeting.
- Review record & next review — File the review document and set next_review_at to close the cycle.
How it connects
Stages can link fact-find forms, vault documents, mail-merge SOA artefacts, tasks, and client portal share/accept/sign actions. Matters appear on the Advice Pipeline by template stage.
Adviser tip: Clone the platform template into your firm, then reshape stages, artefacts, and tasks so the Advice Pipeline matches how you already deliver advice.