Plannetic Whitepapers

Detailed guides for advisory firms that need defensible outcomes

Research-led implementation guides combining technical model design, operational controls, and FCA-aligned evidence standards.

Board reviewing TR24/1 action plan at boardroom table
Whitepaper17 Mar 202635 min read

The TR24/1 Implementation Playbook: Turning FCA Findings into Operational Improvement

A 90-day action plan for IFA firms to address every TR24/1 finding — register accuracy, risk profiling, cashflow modelling and Consumer Duty.

Chapters

6

PDF Pages

28

Audience

UK IFA

PDF v1.0 • 28 pages • 6.5 MB

TR24/1 implementationFCA retirement income review
Operations team evaluating fragmented tools at whiteboard
Whitepaper17 Mar 202630 min read

The Integrated Advice Platform: Reducing Regulatory Risk by Consolidating Your Tool Stack

A strategic and operational guide showing how tool consolidation reduces vendor risk, improves MI quality, and frees paraplanner capacity for complex analysis.

Chapters

6

PDF Pages

28

Audience

UK IFA

PDF v1.0 • 28 pages • 5.9 MB

IFA technology consolidationfinancial advice platform
Advisory operations stand-up session around planning dashboard
Whitepaper04 Mar 202632 min read

The Economics of Advice Delivery: From Capacity Constraints to Scalable Suitability

A board-to-operations guide showing how evidence control and workflow design improve advisory margin, consistency and file quality.

Chapters

6

PDF Pages

27

Audience

UK IFA

PDF v3.2 • 27 pages • 6.2 MB

financial advice operating modelsuitability process efficiency
Adviser discussing downside and recovery scenarios with retired clients
Whitepaper04 Mar 202638 min read

Client Retention in the Decumulation Era: Behavioural Friction, Communication Strategy and Portfolio Resilience

A practical retention framework for advisers facing volatility-sensitive retirement clients, with intervention timing and communication controls.

Chapters

6

PDF Pages

32

Audience

UK IFA

PDF v3.2 • 32 pages • 6.3 MB

decumulation client retentionscenario communication for advisers
Compliance lead presenting price and value board pack
Whitepaper04 Mar 202640 min read

Price and Value Under Consumer Duty: Building a Defensible Charging and Service Evidence Framework

A board-ready framework that links charging models to delivered service evidence and remediation governance.

Chapters

6

PDF Pages

32

Audience

UK IFA

PDF v3.2 • 32 pages • 5.9 MB

consumer duty price and valueongoing advice fee value evidence