SAMPLE / SYNTHETIC — every member, record and flag on this page is a labelled fixture. Nothing here is a real adviser or real CPD. This is the view a firm's own supervisors get over their members' recorded CPD. No account was used and no data was saved. See the network-level view across all three sample firms → Supervise advisers? Set up your own firm →

Northshire Wealth Planning (SAMPLE / SYNTHETIC)

7 members · Calendar year 2026

This view summarises what members have recorded in CPDreflect, compared only with what they recorded. It does not measure competence and does not confirm that anyone's CPD meets FCA or professional-body rules. Supervisors see recorded totals, dates, the reasons below and — for flagged items only — the activity name and date behind each reason. Never a member's reflection text, source notes, anything they wrote or their Evidence Packs.

Firm expectation for 2026: 15 hours, of which 8 structured (set by the firm)

This is your firm's own number. CPDreflect does not suggest one and does not check it against any regulator's or professional body's rules; the flag it drives compares each member's recorded hours with this figure, pro-rata for the part of the year that has passed.

Needs attention (6)

MemberRecordsHoursStructuredLast completedWhy
Priya Sharma (synthetic)
priya@sample.invalid		 3 4.5 4.5 2026-09-04
  • Below the firm's expected pace: 4.5h recorded against 15h expected for the year, with 70% of the year elapsed (10.5h pace)
Owen Blake (synthetic)
owen@sample.invalid		 1 1.5 1.5 2026-08-18
  • Below the firm's expected pace: 1.5h recorded against 15h expected for the year, with 70% of the year elapsed (10.5h pace)
  • 1 follow-up action overdue
Which records
  • SAMPLE activity 1 — 2026-09-02 · Follow-up action overdue
Nina Osei (synthetic)
nina@sample.invalid		 2 3.0 3.0 2026-08-28
  • 1 record flagged by validation for review
  • Below the firm's expected pace: 3h recorded against 15h expected for the year, with 70% of the year elapsed (10.5h pace)
Which records
  • SAMPLE activity 1 — 2026-08-28 · Flagged by validation for review
Stan Kowalski (synthetic)
stan@sample.invalid		 2 3.0 3.0 2026-07-09
  • No completed activity in the last 60 days (last: 09 Jul 2026)
  • Below the firm's expected pace: 3h recorded against 15h expected for the year, with 70% of the year elapsed (10.5h pace)
Marcus Reid (synthetic)
marcus@sample.invalid		 2 16.0 0.0
16.0h unplaced		 2026-08-31
  • Cannot be compared with the firm's structured expectation: 0h classified as structured against 8h expected for the year (5.6h pace, 70% of the year elapsed), with 16h carrying an activity type CPDreflect cannot place on either side. Those hours could close the gap — the record does not say
Ellie Munro (synthetic)
ellie@sample.invalid		 0 0 0.0 —
  • No completed activity recorded in this period
  • Below the firm's expected pace: 0h recorded against 15h expected for the year, with 70% of the year elapsed (10.5h pace)

On track (1)

MemberRecordsHoursStructuredNeeds review Open follow-upsLast completedStatus
Sam Patel (synthetic) (supervisor)
sam-supervisor@sample.invalid		 2 16.0 16.0 0 0 2026-08-31 On track