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Scale your book. Protect your margin. Own the relationship.

The operating system for advisory firms running 20+ pension schemes.

One connected platform across every scheme in your book. The intelligence surfaces what matters before anyone has to look.

Speak to partnerships See how it works
Across your book of 32 schemes: 3 schemes show material SIP drift from the strategy agreed at last review. Cross-referenced against Q2 investment minutes.
  • Stanford Engineering: LDI allocation
  • Ascot Textiles: equity region weights
  • Wheelwright Group: manager lineup
Stanford Engineering
£65m · SIP v2.1
Action req'd
Ascot Textiles
£180m · SIP v3.0
Review due
Wheelwright Group
£420m · SIP v4.2
Review due
Northmoor Plc
£1.1bn · SIP v1.8
On track

Advisers don't have a data problem. They have a capacity problem.

The Pain: Data scattered across schemes, providers, and disconnected systems erodes your margin and caps how many clients you can confidently serve. Fiduciary exposure grows every time a deadline slips.

The Solution: Knowa organises every scheme's governance data and automates document tracking and deadline management across your entire book, so your consultants spend less time on administration and more time advising.

K Your book · 32 schemes Live
TD Trust deeds 32 versioned
SIP Investment principles 3 drift flags
M Minutes & decisions Q2 · current
AV Valuations 14 in cycle
CR Covenant reviews 2 due
A Actions & CPD Tracked
600 hrs
per adviser, per year
At 30 schemes, 3–5 hours of pack prep per scheme per quarter adds up fast. Most of it is assembly and chasing, not advice.
14+
systems per consultant
Covenant reviews in email folders, minutes on shared drives, CRM for the client log. No single view of what every scheme needs right now.
Zero
book-wide visibility
Your CRM knows what was entered. It doesn't know what's drifted, what's overdue, what's been missed. Blind spots compound.

Three parts. One system of record.

Each piece stands alone. Together they change the economics of running a pensions practice.

Smart Vault.
One home per scheme.

Keep every client's trust deed, SIP, covenant review, valuation, and minute current. Automated tracking of obligations, deadlines, and annual review cycles. Audit-ready, per client, at a glance.

TD
Trust Deed & Rulesv4.2
SIP
Investment Principlesv2.1
AV
2025 ValuationFinal
CR
Covenant ReviewMar '26
Collaboration Space.
The work between meetings.

Every discussion, vote, and decision threaded to the paper or policy it relates to. Trustees @mention, debate, and sign off between meetings. The discussion becomes the record.

Ascot Textiles · Q2 valuation Thread
C Senior Consultant
Draft paper attached. @Actuary thoughts before we vote?
Vote · Approve Q2 valuation 5 / 5
Meeting Flow.
Pack → capture → minutes.

Assemble the committee pack from the vault. Trustees read and annotate before the meeting. Knowa Verse captures the discussion. Minutes draft in the hour, with actions already in the tracker.

1 · Pack → 2 · Verse → 3 · Minutes
Draft minutes · Q2 Investment SC
Trustees approved valuation. 3 actions logged across 2 schemes.

Designed for

Built for firms that need visibility and control across multiple schemes.

EBCs & Pension Consultancies

Centralise governance across every client scheme. Scale your practice without adding headcount. Deliver a more consistent, defensible service.

Professional Trustee Firms

Move from reactive task management to proactive client oversight. Demonstrate fiduciary value at every touchpoint across every scheme you chair.

Covenant & Actuarial Advisers

Remove administrative friction from valuation cycles, covenant reviews, and statutory reporting. Stay ahead of every deadline, automatically.

In-House Pensions Teams

Give sponsors real-time visibility into compliance timelines, trustee activity, and audit documentation. Without the back-and-forth.

Connected Governance · the intelligence

When the record is connected, one question finds it all.

Knowa Q reads across the entire record. Trust deeds, SIPs, valuations, covenant reviews, minutes, risk registers, conflicts, CPD, across every client. Ask it anything. Get an answer grounded in your own documents, cited to the paper or minute it came from.

No searching. No guessing. No hallucination. TPR queries answered. Covenant questions addressed. Your consultants show up to every client meeting already briefed, across the whole book.

Ask Knowa Knowa Q
Which schemes have SIPs that have drifted from their strategy? ⚡ Ask
Across your book of 32 schemes: Three schemes show material SIP drift from the strategy agreed at last review. Stanford Engineering (LDI allocation), Ascot Textiles (equity region weights), Wheelwright Group (manager lineup). Full drift analysis cited to each scheme's last review minute.
📄 Source Book-wide scan · 28 Mar 2026

Connected Governance · live Modules

Not just documents. Connected Modules across your book.

The risk register feeds the ORA. The action tracker flows from the minutes. The CPD log cites the paper. The conflicts register gates the vote. Across every scheme, so your consultants advise more and chase less.

RR
Risk register · per scheme

Live registers across every client. Scored, owned, reviewed on cycle. Feeds each scheme's ORA and TPR evidence. Consultants see drift across the book in one view.

Stanford · covenantHigh
Wheelwright · cyberMed
AT
Action tracker · book-wide

Every action from every meeting on every scheme, with owner, deadline, and audit trail. Your consultants see their full load in one list.

42 actions open8 due this week
Across 12 schemes
CR
Conflicts register · per scheme

Declarations logged, reviewed, visible. Gates recusal on specific items. Evidenced to the regulator at the press of a button, for any scheme in the book.

Standing declarationsCurrent
Annual review: 4 schemes due
CP
Trustee CPD · per scheme

CPD tracked per trustee, per scheme, cited to the paper it came from. When TPR asks how you ensure trustee knowledge, the evidence is already there. For every client.

Book-wide · avg16.4 hrs
Schemes below target2
KP
Knowa Pulse · book view

See scheme status, filing deadlines, and review schedules across every client in your book, at a glance. The view a managing partner has never had before.

Wheelwright GroupOn track
Stanford Eng.Action

TPR Code, ORA, fiduciary evidence. Delivered consistently across every client.

The transformation

From reactive administration to intelligent governance.

What your advisers do by hand today; what Knowa does by default tomorrow.

WorkflowTodayWith Knowa
Committee prep & minutes 3–5 hours of manual assembly per scheme per quarter → Generated 5× faster. Packs assembled from the record. Minutes drafted within the hour.
Fiduciary file upkeep Email folders, shared drives, manual logging → Self-maintaining vault. Deadlines automatically tracked. Versions controlled. Nothing lost.
Client onboarding Weeks of back-and-forth document collection → Scheme live in days. Structured intake, automated collection, configurable roles.
Action tracking Spreadsheets, emails, personal memory → Created & tracked in minutes. Every action from every meeting, with owner, deadline, and audit trail.
Institutional memory Personal drives, individual recollection → Held in the system. Decisions, rationales, and votes one query away. For every scheme, forever.
Cross-book compliance Ad-hoc consultant review each cycle → Automatic drift detection. The intelligence layer flags SIP, covenant, and policy changes across all schemes.

The outcome

The adviser economics finally make sense.

What changes when the platform does the assembling, tracking, and remembering, and your consultants do the advising.

Up to 2×
Schemes per adviser
Based on pilot deployments at UK advisory firms running 20+ schemes. Consultants carry more of the book without the admin overhead.
Up to 150 hrs
Reclaimed per adviser, per year
At 30 schemes, assuming 3 to 5 hours of pack preparation saved per scheme per quarter. The hours come back as advice time, margin, or capacity for more clients.
Day 1
Fiduciary file live
Every new client, from onboarding. No six-week cold start. The record starts the day you win them.

Security

Enterprise-grade security, built for UK pensions.

ISO 27001 certified infrastructure
UK-based data hosting
Enterprise-grade encryption (TLS 1.3 + AES-256)
Role-based access controls
★★★★★
Professional Trustee Firm

"Greatly enhances my ability to run meetings, collaborate with colleagues, record decisions and store documentation, across every client I chair."

Sandy · Partner
★★★★★
Pension Consultancy

"It is the best portal I use and I have no hesitation in recommending it. A genuine step-change in how we run the book."

Andy M · Senior Scheme Secretary

What happens next

Three steps to transform how your firm runs.

Pilot quickly. Prove the economics. Roll out firm-wide. No multi-year transformation programme.

01
Pilot setup
We onboard 20–30 schemes onto the full Knowa platform (Smart Vault, Knowa Pulse, Knowa Q, Knowa Verse, Action Tracker) within two months. Your consultants use it on live work.
02
Workflow review
We review how your consultants actually work, agree the final configuration, and tune the intelligence layer to flag what matters to your firm, not ours.
03
Full rollout
Knowa runs the whole book. Consultants advise more clients, with more confidence, and less admin. Dedicated support from our team throughout.

Pricing

Talk to us about pricing for your organisation.

Every deployment is scoped to your structure, user count, and integration needs. We'll walk you through the options and tailor a proposal to your board's requirements.

Contact us for pricing →
On the horizon · Autonomous Governance

When every scheme is live in one system, the workflow runs itself.

A covenant review fires on its cycle. A SIP-drift threshold alerts the lead consultant. A TPR code update drafts the action across every client it touches. Your consultants sign off on judgement, not admin. The firms that adopt now are betting on the right direction.

Your consultants should advise. Knowa does the rest.

See how the leading UK advisory firms are scaling their book without scaling their headcount.

Speak to partnerships →