The cost of admin
What is manual work costing your advice firm? Use the research and worked example to put a number on it.
- UK adviser research on where the time goes.
- A four-person firm’s worked example, with every assumption shown.
- A ten-minute self-audit for your own firm.

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Where is manual work building up?
Use UK adviser research and a four-person firm’s worked example to understand the cost of repeated admin. The calculation includes its assumptions and source notes.
A ten-minute self-audit helps you spot rekeying, manual reporting and other recurring work. Use your own figures to estimate the cost to your firm.
Published by Glimzer · August 2026