The Alder family · ILLUSTRATIVE STORYTwo children. Two advisers. One family picture.
The starting point
Alex and Jamie hold different pieces of the family paperwork. Children’s pension details sit apart from the parents’ records, and the insurance adviser needs another copy of the home policy.
What comes together
They create four family profiles, connect the pension and insurance records, and share the information needed for the insurance review. A proposed update comes back for family approval.
A more useful next step
The next review starts with the family picture. Alex can look at one child’s records or the whole family, and Jamie can see the responsibilities recorded alongside them.
Time: fewer repeated searches. Control: a selected adviser contribution.
Explore the Alder family in the demo →The Rowan family · ILLUSTRATIVE STORYA retirement conversation with a shared starting point.
The starting point
Different pension letters arrive at different times. One partner has done most of the administration; the other is unsure which figures to use before an adviser meeting.
What comes together
They organise the individual pension records, keep the relevant documents in the workspace and prepare a family report from the values entered. They record the questions still to resolve.
A more useful next step
They go into the conversation with a working picture and a visible list of gaps. The adviser provides the advice; the family has a clearer reference for the discussion.
Certainty: recorded sources and gaps. Time: a more focused conversation.
The Linden family · ILLUSTRATIVE STORYSharing responsibility across generations.
The starting point
An adult daughter wants to help her parents stay organised. Important documents are stored in several places and responsibility for the next insurance review is unclear.
What comes together
They create the family profiles, add the records that matter first and record who will look after the next steps. The relevant adviser receives a selected task rather than the wider family archive.
A more useful next step
The family can look at the same records together. Helping becomes a practical, shared activity, with access chosen by the family and an understandable next action.
Control: chosen access. Continuity: responsibilities kept in view.
