When no one can see how long work has been sitting, the stuck cases stay invisible — until a client complains or the regulator asks.
In February 2025 the FCA reviewed ongoing advice services at 22 of the largest advice firms and named “inadequate record-keeping to make sure firms can evidence delivery of their services” as a poor practice. Firms were asked to check, back to 2018, whether they could show the service was delivered.
Source: FCA, Ongoing financial advice services multi-firm review, 24 February 2025.
“I can’t see what’s stuck, or who I need to chase.”
“Cases sit for weeks and nobody notices until the client calls.”
How long a case can sit at one stage before anyone notices — because no one can see time-in-status.
A live view of every task and project in Plannr — what’s stuck, who owns it, and how each stage compares to the norm.
Reads the status of every task and project in Plannr automatically — no one spends a morning building the report by hand.
Surfaces the stuck and overdue items alongside the person responsible, so nothing sits unowned.
Measures how long each task has sat at a stage against the norm, so bottlenecks and outliers stand out at a glance.
Gives compliance an evidenced operational view and management real control — the record the regulator expects.
From Plannr data to a live chase list — automatically
A firm that can see, at any moment, what’s stuck and who to chase.
Measured on the Plannr implementation at a UK financial advice firm.
We’ll turn your Plannr data into a live answer — what’s stuck, who to chase, and where you’re slow.
