<?xml version="1.0" encoding="UTF-8"?><ns2:project xmlns:ns1="http://gtr.rcuk.ac.uk/gtr/api" xmlns:ns2="http://gtr.rcuk.ac.uk/gtr/api/project" xmlns:ns3="http://gtr.rcuk.ac.uk/gtr/api/fund" xmlns:ns4="http://gtr.rcuk.ac.uk/gtr/api/person" xmlns:ns5="http://gtr.rcuk.ac.uk/gtr/api/project/outcome" xmlns:ns6="http://gtr.rcuk.ac.uk/gtr/api/organisation" ns1:created="2026-06-22T07:57:45Z" ns1:href="http://gtr.ukri.org/gtr/api/projects/352340E9-7B37-40C0-A608-E3FBA60ED276" ns1:id="352340E9-7B37-40C0-A608-E3FBA60ED276"><ns1:links><ns1:link ns1:href="http://gtr.ukri.org/gtr/api/persons/9EAA85D3-E73C-4EA3-B063-C70BF8A06A69" ns1:rel="PM_PER"/><ns1:link ns1:href="http://gtr.ukri.org/gtr/api/organisations/30CD1EB1-8342-48B6-AF19-AE159AED88C3" ns1:rel="LEAD_ORG"/><ns1:link ns1:href="http://gtr.ukri.org/gtr/api/organisations/30CD1EB1-8342-48B6-AF19-AE159AED88C3" ns1:rel="PARTICIPANT_ORG"/><ns1:link ns1:href="http://gtr.ukri.org/gtr/api/organisations/A231826A-2C19-4E76-9EF8-FB6AF4B747EC" ns1:rel="PARTICIPANT_ORG"/><ns1:link ns1:href="http://gtr.ukri.org/gtr/api/organisations/E0C8CEAA-6E44-4BF7-9F32-4E97CA8B6549" ns1:rel="PARTICIPANT_ORG"/><ns1:link ns1:end="2025-12-31T00:00:00Z" ns1:href="http://gtr.ukri.org/gtr/api/funds/573B5149-A733-4BD5-B8FA-993B93EF1346" ns1:rel="FUND" ns1:start="2024-03-31T23:00:00Z"/></ns1:links><ns2:identifiers><ns2:identifier ns2:type="RCUK">10097590</ns2:identifier></ns2:identifiers><ns2:title>PILOT - a unified platform for integrated and auditable end-to-end financial planning that seamlessly integrates intelligence to support compliance with best practices and regulations</ns2:title><ns2:status>Closed</ns2:status><ns2:grantCategory>Collaborative R&amp;D</ns2:grantCategory><ns2:leadFunder>Innovate UK</ns2:leadFunder><ns2:abstractText>**PILOT - a unified platform for integrated and auditable end-to-end financial planning that seamlessly integrates intelligence to support compliance with best practices and regulations**

In this 15-month project, Pilot Financial Systems (PFS; lead), will develop 'PILOT', a unified financial planning platform that integrates intelligence, through a virtual assistant powered by proprietary algorithms and logic models, to support compliance with best practices and regulatory requirements.

Founded by IFA professionals with over 30-years' experience, PFS will be joined by a pioneering consortium of multidisciplinary specialists from the UK financial planning sector, including compliance experts Practical Financial Exams, and Verve Foundation, a not-for-profit that leads change in the industry and that provides access to a pool of advisors for beta testing and focus sessions.</ns2:abstractText></ns2:project>