Mandate is a purpose-built system for UK financial advisers that takes an LoA from creation to signed submission to structured, reviewed data — removing the weeks of manual admin, chasing, and re-keying that sit behind every pension and policy transfer.
Gathering information on a client's existing pensions and policies is one of the slowest, most manual steps in financial advice. An adviser fills in an LoA by hand, posts or emails it, waits, chases the provider repeatedly, and — weeks later — receives a returned pack that then has to be read and re-typed into their systems.
It's slow, error-prone, and easy for adviser-critical details to be missed. Mandate replaces the entire chain with one connected workflow.
Everything that covers the full LoA lifecycle — in one place.
Pull client and policy details straight into provider-ready LoA templates. No hand-typing, no copy-paste errors — a compliant document generated in seconds.
Capture the client's signature and produce a self-contained, stamped certified PDF with the signature embedded — ready to email straight to the provider as an authentic authority.
Client-facing LoA and chase letters carry your firm's logo, colours, wordmark, and compliance footer — configured once under Settings → Branding. The documents look like yours, not ours.
Track every LoA from Draft → Submitted → Acknowledged → Received → Complete. Mandate sends chase letters by email and print, and follows up automatically so nothing stalls.
When a provider pack comes back, Mandate reads the whole document and extracts the fields advisers actually need — each with a confidence score and an evidence snippet showing where it came from.
Automatically surfaces adviser-critical features — guaranteed annuity rates (GARs), GMPs, protected tax-free cash, market value reductions (MVRs), and other safeguarded benefits — so they're never missed.
A multi-tenant back office organised by firm, with ADMIN, ADVISER, and PARAPLANNER roles. Every client, policy, and LoA in one auditable place.
Every returned pack is stored with its raw extraction and a SHA-256 hash — a permanent, tamper-evident record for compliance and file reviews.
Every returned LoA flows through three layers — our unique medallion data check process — so you always have a full audit trail from raw document to adviser-approved data.
The original provider PDF plus the raw AI extraction and evidence snippets — a permanent, untouched audit record.
Normalised fields with Red/Amber/Green confidence, the red-flag engine applied, and a human review queue for anything uncertain.
The signed-off dataset — ready for your reports and review table, with an optional push of selected fields to your planning tools.
IFA firms drowning in LoA admin and provider chasing
Paraplanners who need clean, structured policy data — fast
Advisers who can't afford to miss a GAR, GMP, or safeguarded benefit
Set up your firm and start automating LoAs today.
Questions first? Talk to us.