Advice firms
Integration, AI drafting and Consumer Duty evidence for UK financial advice firms.
Advice firms·Pillar guide
AI software for financial advisers under Consumer Duty
How UK advice firms choose AI software and a financial adviser CRM under the Consumer Duty, COBS 9 and 9A suitability, SYSC 8 outsourcing and UK GDPR.
Syed Husnain Khalid · 8 October 2026 · 10 min
Advice firms·Guide
Consumer Duty outcomes: the evidence advice firms need
Principle 12, the three cross-cutting rules and the four Consumer Duty outcomes, with the evidence UK advice firms can hold and what PRIN 2A.9 monitoring shows.
Syed Husnain Khalid · 8 October 2026 · 11 min
Advice firms·Guide
Suitability report writing software: what the FCA allows
What the FCA allows suitability report software to draft: COBS 9 or COBS 9A, report triggers and contents, adviser sign-off, a template and record keeping.
Syed Husnain Khalid · 8 October 2026 · 10 min
Advice firms·Checklist
FCA outsourcing rules (SYSC 8): checking a supplier
SYSC 8 for firms buying software: which outsourcing provisions bind your firm, the 12 supplier conditions, the written agreement and when to notify the FCA.
Syed Husnain Khalid · 8 October 2026 · 10 min
Advice firms·Explainer
Financial adviser record keeping obligations: how long?
How long UK advice firms keep suitability records: COBS 9.5.2R's 3 years, 5 years or indefinitely, COBS 9A's five years under SYSC 9, start dates and UK GDPR.
Syed Husnain Khalid · 8 October 2026 · 8 min
Advice firms·Guide
Consumer Duty board report: template and FCA expectations
What a Consumer Duty board report must contain under PRIN 2A.8, when it is due, what the FCA found in 180 reports, and a template to adapt.
Syed Husnain Khalid · 8 October 2026 · 9 min
Advice firms·Guide
Consumer Duty fair value assessment: adviser template
PRIN 2A.4.8R's four factors, what a financial adviser owes as a distributor, when to review, and a fair value assessment template to adapt.
Syed Husnain Khalid · 8 October 2026 · 9 min
Advice firms·Guide
Xplan and Intelliflo APIs: what advice firms can integrate
What Xplan and Intelliflo publish today: the public Swagger reference, how firms get credentials, intelliflo rate limits, and the SYSC 8 questions.
Syed Husnain Khalid · 8 October 2026 · 8 min
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