Prepared product demonstration
The proposition
Decision support for investors who still have to join the whole financial picture together.
Assets, information and professional conversations may sit in different places. The important decisions still affect one connected position.
One position, many fragments
A decision about income, risk or a new investment can affect liquidity, concentration, tax and what remains later.
Most tools show only one account, product or calculation at a time. Unlock is designed around the investor's connected question.
How Unlock works
Unlock provides decision support. It does not prescribe a product, place a trade or replace professional advice.
A prepared journey
Using fictional information, Tom will take one question from the investor's recorded position through evidence or modelling to the limitations and next step.
The purpose is not to tour every feature. It is to show how a consequential question becomes clearer while the investor remains in control.
The demonstration uses fictional information.
What makes it useful
Choose only when needed
If you and Tom already agreed the question, that will be the starting point. Otherwise, choose the current demonstration route most relevant to you.
Each route uses fictional information. You do not need to send personal documents.
Choose your questionChoose
Unlock starts with the financial question that matters, then brings the relevant parts of the position, evidence and assumptions into the same conversation.
Choose one question for the demonstration. We use fictional information, so you do not need to send personal documents.
Explore how pensions, investments, cash, timing and assumptions can be viewed together when turning accumulated wealth into income.
In the prepared demonstration: we show the financial picture, an income question, a retirement comparison, the assumptions that matter and what remains unresolved.
Boundary: a planning exploration with assumptions, not a personal recommendation.
Explore how the recorded mix responds to a selected historical or illustrative shock, what carries the largest exposure and where coverage is incomplete.
In the prepared demonstration: we show the selected concern, the holdings affected, the modelled impact, the evidence boundary and the questions the result creates.
Boundary: historical or illustrative stress exploration, not a prediction or guarantee.
Context-dependent route
Explore the proposed amount, holding period, liquidity and concentration alongside the wider fictional position. Any tax treatment depends on individual circumstances and current rules.
In the prepared demonstration: we show an illustrative fictional EIS portfolio and its sensitivities.
Boundary: not a forecast, recommendation, suitability assessment or tax calculation.
Separate what a company says from attributable evidence, missing evidence and the questions an investor may still need answered.
In the prepared demonstration: we use a fictional company to compare claims and sources, prepare questions and reassess a prepared response.
Boundary: Unlock does not approve, rate or recommend the company.