Outcomes engine
Measurable change, not activity theatre
Every intervention is tracked from before state, through intervention, to after state — with a confidence rating.
Outcomes recorded
10
Contribution changes observed
2
High-confidence outcomes
7
Advisor Value Score
80
Transparent 0–100 composite
Measurement
Historical trends
Pension engagement score
Education engagement %
Participation & average contribution
Advisor interventions completed
Methodology
How the Advisor Value Score is built
Ledger
Recorded outcomes
Advisor Conversation Generated — Mohammed Ali
Question unanswered → Advisor meeting booked · Observed after: AI assistant escalation · 2026-02-13
Education Completed — Helen Waite
Not started → 55% complete · Observed after: Pre-retirement sequence · 2026-02-10
Employer Scheduled Education Programme — Harrington Motor Group
Annual review only → Three sessions scheduled for Q1 · Observed after: Employer action centre recommendation · 2026-02-09
Old Pension Review Requested — Farah Iqbal
No review → Review requested · Observed after: Old pots education · 2026-02-07
Beneficiary Information Updated — Alan Pemberton
No nomination on record → Nomination recorded · Observed after: Nomination basics education · 2026-02-06
Employee Attended Meeting — Oliver Khan
No engagement → Attended orientation · Observed after: New joiner orientation invitation · 2026-02-04
Retirement Consultation Scheduled — Rachel Doyle
No meeting → Meeting booked · Observed after: Age 50 education · 2026-02-04
Contribution Increased — Sarah Morgan
5% → 6% · Observed after: Salary change education · 2026-02-02
Education Completed — Priya Nair
No engagement → Lesson completed · Observed after: Contribution inertia campaign · 2026-01-13
Contribution Increased — Aisha Rahman
5% → 6% · Observed after: 1% educational scenario · 2025-11-29