How Much Capacity Goes into Admin and Review Preparation?
Estimate the time your firm puts into annual review preparation, administration and re-keying. The defaults use published benchmarks; set your own numbers to see the workload in hours, days and pounds.
Your firm today
Estimated annual workload
- Annual review preparation
- 2,475 hrs · £86,625
- Admin and re-keying
- 690 hrs · £24,150
- Total cost
- £110,775
- Working days
- 422
What a reduction in this workload could be worth
- 10% less time on this work£11,078 and 42 days a year
- 20% less time on this work£22,155 and 84 days a year
- 30% less time on this work£33,233 and 127 days a year
How much of this a modern system removes depends on how your firm runs today. A 30-minute demo against your own process is the quickest way to find out.
Benchmark sources: clients per adviser from the FCA financial advice firms survey 2025; hours per review from NextWealth Financial Advice Business Benchmarks 2022. Admin and re-keying hours are your own estimate; we just do the arithmetic. For context, NextWealth's 2025 adviser tech research found back-office systems rated lowest of all advice technology, with fragmented systems and poor integration the recurring complaint (Professional Adviser). This is not about any one provider: it is the cost of processes that ask people to do what software should.
“Glimzer's solutions have made a big difference operationally. What used to be a manual, time-consuming process is now much quicker, more consistent, and easier to manage.”
Nicola Merrick
Operations Director
Common Questions.
Is this number realistic?
The defaults are deliberately cautious: clients per adviser from the FCA's adviser survey, hours per review from NextWealth's research, and the admin hours are whatever you enter. Set the inputs to match your own firm. Most firms find the result is larger than they expected, simply because this cost builds up quietly and is rarely measured.
Isn't switching systems an even bigger cost?
It can be a significant cost, so compare the recurring workload above with the one-off implementation work and the ongoing price of a new system. Our team plans and validates Workspace migration with you. You can also use Weave across your existing tech stack without moving to Workspace. Scope and costs are confirmed before you commit.
How long does an annual client review take to prepare?
NextWealth's Financial Advice Business Benchmarks 2022 put the average at 5.5 hours per review. Firms vary widely, which is why the calculator lets you set your own figure.
How many clients does a typical UK adviser look after?
The FCA's 2025 financial advice firms survey puts the typical adviser at around 150 clients.
Is this calculator about a specific provider?
No. It estimates the workload itself, whether that work involves spreadsheets, email or an older back-office system. It does not assume that every hour can be removed. The numbers are yours, and the benchmarks come from independent sources.
These estimates describe your workload, not guaranteed savings from Glimzer. Compare Workspace and Weave to explore the right starting point.