Will AI replace Financial managers and directors?

Not as a job, but it is already doing parts of the work. Across the 163 official task statements scored for Financial managers and directors (United Kingdom, SOC 1131), 56% of the importance-weighted core work is made of tasks today's AI could already do most of. The overall exposure score is 57 out of 100 (range 52–63, band: partial). That is a statement about tasks, not about headcount: this measures what AI could do, not whether any employer adopts it, whether the law allows it, or whether doing the routine parts faster creates more demand for the human parts. Figures are from release 2026-q4.1.

Which tasks in “Financial managers and directors” can AI already do?

The highest-scoring tasks in release 2026-q4.1 are: “Prepare and submit detailed and summary reports of post office activities to designated managers” (93/100, very high); “Process approved loan applications” (93/100, very high); “Monitor spending and cash flows” (93/100, very high). Each score comes from five published 0–4 ratings turned into a number by a published formula, and each carries the model's one-sentence reason on the page.

Which tasks in “Financial managers and directors” stay human?

About 35% of this job's task weight sits in work that scores low for AI exposure. The lowest-scoring tasks in release 2026-q4.1 are: “Issue and cash postal orders” (0/100, minimal); “Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors” (9/100, minimal); “Collaborate with local businesses and visitor attractions” (9/100, minimal). Low scores usually mean the task needs a body in a room, a legally accountable human, or trust built in real time. Those are the three things the scoring rubric treats as gates rather than obstacles.

What should someone working in “Financial managers and directors” do about AI?

Start from the ledger rather than the headline: 56% of this job's weighted core work is exposed, and roughly 35% is not. The practical move is to spend more of your week on the tasks that score low, the ones above, and to get fluent at directing AI through the tasks that score high, because those are the parts that change whether or not you are ready for them. This page does not predict your job, and nothing here is career advice tailored to you: the score describes the occupation, not the person.

How is the AI exposure score for Financial managers and directors calculated?

Each official task statement for the occupation is rated on five published 0–4 dimensions (output replicability, physical embodiment, licensed accountability, real-time human trust, and data availability) by claude-opus-5 using scoring prompt task_scoring_v1.0. The model never writes the score; a published formula turns the five ratings into a 0–100 number, so every score can be recomputed by hand. The occupation figure is the importance-weighted mean across 163 scored tasks. The prompt, the rubric, the formula and the full dataset are published at https://futureproof.collab365.com/method and https://futureproof.collab365.com/data/2026-q4.1 under CC BY 4.0.

UK dataswitch to US

Financial managers and directors

analysing stock market trends to inform investment decisions, communicating with customers to address their needs and ensuring staff adherence to rules and procedures. If that's your week, this page is about your job.

The honest answer

Most tasks in this job are the kind AI has learned to do: monitoring spending and cash flows. The tasks, though, are not you.

Your move: three real directions from here ↓

Where the work sits, by task weight

shifting to AI: 56%
changing shape: 9%
staying human: 35%

These bars are tasks changing hands, not people being counted out. The ledger below shows which.

Whole-job exposure score 57 out of 100 (52–63 allowing for uncertainty): partial exposure, across 163 scored tasks. The number is the support for the sentence above it, not a headline about anyone’s future.

How we know this

What is measured: Every published task statement for financial managers and directors is rated on five dimensions: can a model produce the output, does the work need a body in a room, does it need a legally accountable person, does it depend on a person being trusted in the moment, and how much data exists. A published formula turns those five ratings into the score; the model never writes the number.

How the bar is built: Each task’s share of the bar is its published importance weight, so a task you do all day counts for more than one you do twice a year.

Release: 2026-q4.1, scores computed 2026-08-04. Read the full method.

It would be a lie to soften that; issuing and cashing postal orders is what this work rebuilds around. Your move starts there.

Your week, as this page understands it

Financial managers and directors plan, organise, direct and co-ordinate the financial information of companies, the activities and resources of financial institutions, such as banks and insurance companies, and advise on company financial policy. The job title says “financial managers” or “directors”: officially one job, two names. The real job is the part underneath: issuing and cashing postal orders. That is the thing someone has to be right about.

The exposed part of this job is specific, and we won’t pretend it is coming back. But financial managers and directors is not one task. It is 163 scored ones, and they are nowhere near equally exposed. The most durable of them, on this evidence, is issuing and cashing postal orders, and the ledger below shows exactly why.

Where the work sits, by task weight

shifting to AI: 56%
changing shape: 9%
staying human: 35%

These bars are tasks changing hands, not people being counted out. The ledger below shows which.

How we know this

How the bar is built: Each task’s share of the bar is its published importance weight, so a task you do all day counts for more than one you do twice a year.

Release: 2026-q4.1, scores computed 2026-08-04. Read the full method.

Your job, task by task

These are the official task statements for this occupation, in plain English, sorted by what the evidence says is happening to each one. The official wording sits under every line so you can check the rewrite against it.

9 of this occupation's scored task statements carry a score that was measured under a different occupation's context, because the statement is shared between jobs and has only been scored once so far. Each one names the occupation it was measured under in the free routes below; none is presented as a measurement for this job.
Task clusters are not derived in this release, so the task-cluster field is empty and no Collab365 Space routing is attached to this occupation yet.

Shifting to AI

91 tasks

Tasks today’s tools can already do most of. This is the part we will not soften: where these rows are the bulk of your week, the week changes.

Analysing financial information to forecast business
This is reading one thing and writing another: financial information in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/01, 1131/03
Source: “Analyse financial information to forecast business, industry, or economic conditions and guide investment decisions.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Forecasting from financial and economic data draws on abundant published material AI handles well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Monitoring spending and cash flows
This is reading one thing and writing another: cash flows in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/01, 1131/02
Source: “Monitor spending and cash flows.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Tracking spending and cash flow against budget is standard accounting software territory.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Analysing stock market trends to inform investment decisions
This is reading one thing and writing another: stock market trends in, a record out. That is the shape today's tools are built for.
importance 90 · 1131/03
Source: “Analyse stock market trends to inform investment decisions.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Analysing market trends draws on abundant public data and well-documented methods.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Preparing and submitting detailed and summary reports of post office activities to designated managers
This is reading one thing and writing another: detailed in, a record out. That is the shape today's tools are built for.
importance 85 · 1131/01
Source: “Prepare and submit detailed and summary reports of post office activities to designated managers.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Pulling activity data into summary reports is routine work software already does reliably.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.

Changing shape

16 tasks

Tasks where the machine takes the producing and a person keeps the checking, the deciding, or the answering-for-it. For most jobs this is the biggest group, and it is where "transformation, not termination" is literally visible.

Approving or rejecting lines of credit and various loans
The software now makes the first pass at lines of credit, but someone has to be answerable for the result, and it cannot be the software. So the job becomes checking and deciding rather than producing.
importance 85 · 1131/01
Source: “Approve or reject lines of credit and various loans.” (UK task statement)
How this row was scored
Exposure score: 56 out of 100 (49–63 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; someone qualified has to answer for it.
The rating behind it: Credit scoring is already largely automated, but a firm must stand behind the lending decision.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Ensuring that all compliance regulations are met
The software now makes the first pass at all compliance regulations are met, but someone has to be answerable for the result, and it cannot be the software. So the job becomes checking and deciding rather than producing.
importance 85 · 1131/03
Source: “Ensure that all compliance regulations are met.” (UK task statement)
How this row was scored
Exposure score: 43 out of 100 (36–50 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; someone qualified has to answer for it.
The rating behind it: AI can check the rules, but someone has to carry responsibility for compliance.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Formulating strategic and long-term business plans
The software now makes the first pass at strategic, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 80 · 1131/02
Source: “Formulate strategic and long-term business plans.” (UK task statement)
How this row was scored
Exposure score: 49 out of 100 (42–56 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: AI can build the plan, but the strategic choices belong to the people running the business.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 1/4 · how much data exists 3/4.

Staying human

56 tasks

Tasks that stay with a person, because they happen in the physical world, because the rules need someone accountable, or because the value is that a specific person does them.

Guiding clients on business transactions
The value here is that a specific person handles clients and stands behind it. That is earned, not computed.
importance 90 · 1131/03
Source: “Guide clients on business transactions, including mergers and acquisitions.” (UK task statement)
How this row was scored
Exposure score: 28 out of 100 (21–35 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Clients take deal advice from an adviser they know and trust personally.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 3/4 · how much data exists 3/4.
Directing operational services of postal facilities
This work happens in the physical world: operational services of postal facilities, in a real place. Software cannot follow it there.
importance 90 · 1131/01
Source: “Direct operational services of postal facilities.” (UK task statement)
How this row was scored
Exposure score: 17 out of 100 (10–24 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; work that happens in the physical world.
The rating behind it: Running a branch means being on site with the staff and the counter operation.
The five ratings: output a model can produce 1/4 · needs a body in a room 2/4 · needs an accountable person 0/4 · needs to be trusted in the moment 1/4 · how much data exists 3/4.
Issuing and cashing postal orders
This work happens in the physical world: postal orders, in a real place. Software cannot follow it there.
importance 90 · 1131/01
Source: “Issue and cash postal orders.” (UK task statement)
How this row was scored
Exposure score: 0 out of 100 (0–4 allowing for uncertainty): minimal exposure, high confidence.
Why it sits in this group: the same decision, made over and over; work that happens in the physical world.
The rating behind it: Issuing and cashing orders at a counter involves handling money and documents in person.
The five ratings: output a model can produce 1/4 · needs a body in a room 4/4 · needs an accountable person 1/4 · needs to be trusted in the moment 1/4 · how much data exists 3/4.

Show the other 153 tasks

Processing approved loan applications
shifting to AI
This is reading one thing and writing another: approved loan applications in, a record out. That is the shape today's tools are built for.
importance 85 · 1131/01
Source: “Process approved loan applications.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Processing an approved application is a defined workflow that systems handle end to end.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Preparing reports on operational results
shifting to AI
This is reading one thing and writing another: reports in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/01
Source: “Prepare reports on operational results, financial performance, and goal accomplishments.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Turning operational and financial data into a performance report is highly automatable.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Preparing comprehensive reports for management review and decision-making
shifting to AI
This is reading one thing and writing another: comprehensive reports in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/01
Source: “Prepare comprehensive reports for management review and decision-making.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Management reports are assembled from figures already held, and software produces them to at least the usual standard.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Forwarding irreconcilable accounts to debt collectors for action
shifting to AI
This is reading one thing and writing another: irreconcilable accounts in, a record out. That is the shape today's tools are built for.
importance 60 · 1131/01
Source: “Forward irreconcilable accounts to debt collectors for action.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Passing unrecoverable accounts to collectors is a rules-driven step systems already perform.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Monitoring spending on CSR activities to achieve budget targets
shifting to AI
This is reading one thing and writing another: CSR activities in, a record out. That is the shape today's tools are built for.
importance 60 · 1131/01
Source: “Monitor spending on CSR activities to achieve budget targets.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Tracking spend against a budget line is standard finance system work.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Calculating and distributing employee payslips based on hours worked and applicable taxes
shifting to AI
This is reading one thing and writing another: employee payslips in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/02
Source: “Calculate and distribute employee payslips based on hours worked and applicable taxes.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Payroll calculation and payslip issue is a solved software problem.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Calculating sales using financial accounting or spreadsheet software
shifting to AI
This is reading one thing and writing another: sales in, a record out. That is the shape today's tools are built for.
importance 65 · 1131/02
Source: “Calculate sales using financial accounting or spreadsheet software.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Calculating sales in a spreadsheet or accounting package is already automated work.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Drafting meeting agendas for organisational and administrative purposes
shifting to AI
This is reading one thing and writing another: agendas in, a record out. That is the shape today's tools are built for.
importance 65 · 1131/02
Source: “Draft meeting agendas for organisational and administrative purposes.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Drafting an agenda from previous minutes and requests is straightforward writing software does well.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Ordering office supplies to ensure administrative operations run smoothly
shifting to AI
This is reading one thing and writing another: office supplies in, a record out. That is the shape today's tools are built for.
importance 60 · 1131/02
Source: “Order office supplies to ensure administrative operations run smoothly.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Ordering office supplies is routine purchasing that systems already automate.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Performing basic bookkeeping duties for financial record maintenance
shifting to AI
This is reading one thing and writing another: basic bookkeeping duties in, a record out. That is the shape today's tools are built for.
importance 60 · 1131/02
Source: “Perform basic bookkeeping duties for financial record maintenance.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Bookkeeping is documented, repeatable work on data already in the accounting system, which software does very well.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Using software applications to prepare reports
shifting to AI
This is reading one thing and writing another: software applications in, a record out. That is the shape today's tools are built for.
importance 60 · 1131/02
Source: “Use software applications to prepare reports, invoices, and other documents.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Producing reports, invoices and documents from templates is well-automated office work.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Organising and maintaining executives' diaries
shifting to AI
This is reading one thing and writing another: executives' diaries in, a record out. That is the shape today's tools are built for.
importance 55 · 1131/02
Source: “Organise and maintain executives' diaries.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Diary management is scheduling that software already does well.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Performing office administration tasks, invoicing
shifting to AI
This is reading one thing and writing another: office administration tasks in, a record out. That is the shape today's tools are built for.
importance 55 · 1131/02
Source: “Perform office administration tasks including invoicing.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Invoicing and general office administration is highly automated accounting work.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Reading and analysing incoming memos
shifting to AI
This is reading one thing and writing another: memos in, a record out. That is the shape today's tools are built for.
importance 55 · 1131/02
Source: “Read and analyse incoming memos, submissions, and reports to determine their significance and plan their distribution.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Triaging incoming documents and routing them is a sorting job AI does reliably.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Drafting responses to routine enquiries received via correspondence
shifting to AI
This is reading one thing and writing another: responses in, a record out. That is the shape today's tools are built for.
importance 50 · 1131/02
Source: “Draft responses to routine enquiries received via correspondence.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Drafting replies to routine enquiries is one of the things AI does most reliably.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Placing catering orders for meetings
shifting to AI
This is reading one thing and writing another: orders in, a record out. That is the shape today's tools are built for.
importance 50 · 1131/02
Source: “Place catering orders for meetings.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Placing catering orders for meetings is routine booking admin.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Checking and confirming that funds and financial products have moved from seller to buyer
shifting to AI
This is reading one thing and writing another: funds in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/03
Source: “Check and confirm that funds and financial products have moved from seller to buyer.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Confirming that settlement has occurred is reconciliation work software does routinely.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Compiling and organising materials required for financial transactions or deal executions
shifting to AI
This is reading one thing and writing another: materials in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/03
Source: “Compile and organise materials required for financial transactions or deal executions.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Assembling the document pack for a transaction is organised collation software handles well.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Using specialist computer software to present spreadsheets and graphs
shifting to AI
This is reading one thing and writing another: specialist computer software in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/03
Source: “Use specialist computer software to present spreadsheets and graphs.” (UK task statement)
How this row was scored
Exposure score: 93 out of 100 (89–97 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Building spreadsheets and charts from data is well-automated office work.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Submitting annual financial reports to Companies House
shifting to AI
This is reading one thing and writing another: annual financial reports in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/02
Source: “Submit annual financial reports to Companies House.” (UK task statement)
How this row was scored
Exposure score: 88 out of 100 (84–92 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Filing statutory accounts follows a published format and is already heavily automated.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Preparing yearly company reports
shifting to AI
This is reading one thing and writing another: company reports in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/02
Source: “Prepare yearly company reports.” (UK task statement)
How this row was scored
Exposure score: 88 out of 100 (84–92 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Annual reports follow a set structure and draw on system data, so drafting is largely automated.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Analysing and classifying risks and investments to assess their potential impacts on companies
shifting to AI
This is reading one thing and writing another: risks in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/01
Source: “Analyse and classify risks and investments to assess their potential impacts on companies.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Classifying risks and investments is well-documented analysis with abundant reference material.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Establishing procedures for record retention or destruction
shifting to AI
This is reading one thing and writing another: procedures in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/01
Source: “Establish procedures for record retention or destruction.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Retention and destruction schedules follow published standards AI can turn into policy.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Reviewing reports of securities transactions or price lists to analyse market conditions
shifting to AI
This is reading one thing and writing another: reports of securities transactions in, a record out. That is the shape today's tools are built for.
importance 60 · 1131/01
Source: “Review reports of securities transactions or price lists to analyse market conditions.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Reading transaction reports and price lists for market signals is well-documented analysis.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Analysing market trends to compare products and assess competitor strategies
shifting to AI
This is reading one thing and writing another: market trends in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/02
Source: “Analyse market trends to compare products and assess competitor strategies.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Comparing products and competitor strategies uses widely available published information.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Keeping up to date with financial products and legislation
shifting to AI
This is reading one thing and writing another: to date in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/02
Source: “Keep up to date with financial products and legislation.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Keeping track of new products and legislation is exactly the kind of monitoring AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Interpreting cash flows and predicting future trends
shifting to AI
This is reading one thing and writing another: cash flows in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/02
Source: “Interpret cash flows and predict future trends.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Reading cash flow and projecting trends is well-documented quantitative work.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Researching and reporting on factors influencing business performance
shifting to AI
This is reading one thing and writing another: factors influencing business performance in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/02
Source: “Research and report on factors influencing business performance.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Researching what is driving performance and writing it up is analysis AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Developing policies to guide organisational operations
shifting to AI
This is reading one thing and writing another: policies in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/02
Source: “Develop policies to guide organisational operations.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Policy drafting draws on abundant published examples AI can adapt to the organisation.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Analysing movements in the economies of relevant countries to predict market impacts
shifting to AI
This is reading one thing and writing another: movements in, a record out. That is the shape today's tools are built for.
importance 85 · 1131/03
Source: “Analyse movements in the economies of relevant countries to predict market impacts.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Analysing economies to predict market effects uses abundant public data and published methods.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Assessing financial performance of clients through detailed analysis and interpretation of financial data
shifting to AI
This is reading one thing and writing another: financial performance of clients in, a record out. That is the shape today's tools are built for.
importance 85 · 1131/03
Source: “Assess financial performance of clients through detailed analysis and interpretation of financial data.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Analysing a client's financial performance from their statements is well-documented analysis.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Developing forecasts using econometric and financial modelling techniques
shifting to AI
This is reading one thing and writing another: forecasts in, a record out. That is the shape today's tools are built for.
importance 85 · 1131/03
Source: “Develop forecasts using econometric and financial modelling techniques.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Econometric and financial forecasting is well documented with abundant reference material.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Assessing the financial or capital impact of transactions using financial models
shifting to AI
This is reading one thing and writing another: the financial or capital impact of transactions in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/03
Source: “Assess the financial or capital impact of transactions using financial models.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Modelling the financial impact of a transaction is well-documented quantitative work.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Utilising various financial modelling techniques for economic analysis
shifting to AI
This is reading one thing and writing another: various financial modelling techniques in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/03
Source: “Utilise various financial modelling techniques for economic analysis.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Financial modelling for economic analysis is well documented with abundant reference material.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Conducting market research and analysing industry trends
shifting to AI
This is reading one thing and writing another: market research in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/03
Source: “Conduct market research and analyse industry trends.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Market research and trend analysis draws on abundant published information.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Interpreting data on price, yield and stability for investment programmes
shifting to AI
This is reading one thing and writing another: data in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/03
Source: “Interpret data on price, yield, and stability for investment programmes.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Interpreting price, yield and stability data is well-documented quantitative work.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Monitoring the financial news using specialist media sources
shifting to AI
This is reading one thing and writing another: the financial news in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/03
Source: “Monitor the financial news using specialist media sources.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Monitoring financial news is exactly the kind of reading and summarising AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Staying informed about developments in clients' industries to provide tailored advice
shifting to AI
This is reading one thing and writing another: informed in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/03
Source: “Stay informed about developments in clients' industries to provide tailored advice.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Keeping current with clients' industries is reading and summarising that AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Considering how the economic implications of factors
shifting to AI
This is reading one thing and writing another: how the economic implications of factors in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/03
Source: “Consider how the economic implications of factors such as natural disasters, weather and wars might affect the performance of companies and funds.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Thinking through how shocks feed into company performance draws on abundant published analysis.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Monitoring developments in the fields of business
shifting to AI
This is reading one thing and writing another: developments in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/03
Source: “Monitor developments in the fields of business, finance, and economic theory.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (79–87 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Following developments in business and economics is reading and summarising AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Assessing loan applications to determine eligibility
shifting to AI
This is reading one thing and writing another: loan applications in, a record out. That is the shape today's tools are built for.
importance 85 · 1131/01
Source: “Assess loan applications to determine eligibility.” (UK task statement)
How this row was scored
Exposure score: 81 out of 100 (77–85 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Checking an application against lending criteria is exactly what underwriting software already does.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Reviewing loan agreements to ensure that they are complete and accurate according to policy
shifting to AI
This is reading one thing and writing another: loan agreements in, a record out. That is the shape today's tools are built for.
importance 85 · 1131/01
Source: “Review loan agreements to ensure that they are complete and accurate according to policy.” (UK task statement)
How this row was scored
Exposure score: 81 out of 100 (77–85 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Loan agreements are checked against a written policy for completeness and accuracy, which software does quickly and consistently.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Producing accurate financial reports to specific deadlines
shifting to AI
This is reading one thing and writing another: accurate financial reports in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/02
Source: “Produce accurate financial reports to specific deadlines.” (UK task statement)
How this row was scored
Exposure score: 81 out of 100 (77–85 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Producing financial reports to deadline is largely automated, with a qualified person signing off.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Analysing data, maintain records and producing reports on compliance and risk activities to ensure policies are being correctly
shifting to AI
This is reading one thing and writing another: data, maintain records and producing reports in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/03
Source: “Analyse data, maintain records, and produce reports on compliance and risk activities to ensure policies are being correctly applied.” (UK task statement)
How this row was scored
Exposure score: 81 out of 100 (77–85 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Compliance record-keeping and reporting is structured data work systems already handle.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Checking transactions have been correctly
shifting to AI
This is reading one thing and writing another: transactions in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/03
Source: “Check transactions have been correctly documented and reported.” (UK task statement)
How this row was scored
Exposure score: 81 out of 100 (77–85 allowing for uncertainty): very high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Checking that transactions are properly documented and reported is automated control work.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Monitoring employees' work schedules and attendance for payroll purposes
shifting to AI
This is reading one thing and writing another: employees' work schedules in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/01
Source: “Monitor employees' work schedules and attendance for payroll purposes.” (UK task statement)
How this row was scored
Exposure score: 79 out of 100 (75–83 allowing for uncertainty): high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Tracking hours and attendance for payroll is standard system work needing no judgement.
The five ratings: output a model can produce 4/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 1/4 · how much data exists 3/4.
Making recommendations for changes
shifting to AI
This is reading one thing and writing another: recommendations in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/01
Source: “Make recommendations for changes to procedures, operating systems, budgets, or financial controls.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Reviewing controls and suggesting improvements is analysis and writing AI supports strongly.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Analysing revenue and cost data to determine budget priorities
shifting to AI
This is reading one thing and writing another: revenue in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/01
Source: “Analyse revenue and cost data to determine budget priorities.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Analysing revenue and cost data to set budget priorities is spreadsheet work AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Developing incentive and bonus schemes for employee motivation
shifting to AI
This is reading one thing and writing another: incentive in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/01
Source: “Develop incentive and bonus schemes for employee motivation.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Designing a bonus scheme is a well-documented design job AI drafts strongly.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Ordering supplies in consultation with suppliers
shifting to AI
This is reading one thing and writing another: supplies in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/01
Source: “Order supplies in consultation with suppliers, ensuring compliance with government regulations.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Placing compliant orders with suppliers is routine procurement admin.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Preparing work schedules to optimise team productivity
shifting to AI
This is reading one thing and writing another: work schedules in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/01
Source: “Prepare work schedules to optimise team productivity.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Building a rota is a scheduling problem software solves, given the team's constraints.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Obtaining quotes for proposed purchases from suppliers
shifting to AI
This is reading one thing and writing another: quotes in, a record out. That is the shape today's tools are built for.
importance 60 · 1131/01
Source: “Obtain quotes for proposed purchases from suppliers.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Requesting and comparing supplier quotes is routine procurement admin AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Setting organisational sustainability targets to promote environmental responsibility
shifting to AI
This is reading one thing and writing another: organisational sustainability targets in, a record out. That is the shape today's tools are built for.
importance 50 · 1131/01
Source: “Set organisational sustainability targets to promote environmental responsibility.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Setting sustainability targets draws on published frameworks AI can apply to the organisation.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Coordinating and directing departmental finances to support executives
shifting to AI
This is reading one thing and writing another: departmental finances in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/02
Source: “Coordinate and direct departmental finances to support executives.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Coordinating departmental budgets and spending is structured finance work AI supports well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Managing budgets to ensure efficient use of resources
shifting to AI
This is reading one thing and writing another: budgets in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/02
Source: “Manage budgets to ensure efficient use of resources.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Managing a budget against actual spend is standard finance system work.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Analysing organisational changes and advising management on strategic adjustments
shifting to AI
This is reading one thing and writing another: organisational changes in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/02
Source: “Analyse organisational changes and advise management on strategic adjustments.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Analysing what a change means and writing up the advice is analysis AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Conducting reviews and evaluations for cost-reduction opportunities
shifting to AI
This is reading one thing and writing another: reviews in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/02
Source: “Conduct reviews and evaluations for cost-reduction opportunities.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Hunting for cost savings in spend data is analysis software handles strongly.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Managing the credit control function to maintain receivables and cash flow
shifting to AI
This is reading one thing and writing another: the credit control function in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/02
Source: “Manage the credit control function to maintain receivables and cash flow.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Chasing receivables and managing cash flow is largely system-driven work.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Monitoring the implementation of policies and procedures
shifting to AI
This is reading one thing and writing another: the implementation of policies in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/02
Source: “Monitor the implementation of policies and procedures.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Checking that policies are being followed is documented review work AI supports.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Coordinating and directing records management to support executives
shifting to AI
This is reading one thing and writing another: records management in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/02
Source: “Coordinate and direct records management to support executives.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Running a records system is structured administration handled well by software.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Preparing papers for consideration and presentation
shifting to AI
This is reading one thing and writing another: papers in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/02
Source: “Prepare papers for consideration and presentation by executives, committees, and boards of directors.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Preparing board papers from existing material is document work AI drafts well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Reviewing processes and procedures to identify improvements to quality and efficiency
shifting to AI
This is reading one thing and writing another: processes in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/02
Source: “Review processes and procedures to identify improvements to quality and efficiency.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Reviewing processes for improvements is documented analysis AI supports strongly.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Maintaining records management systems as part of general office duties
shifting to AI
This is reading one thing and writing another: records management systems in, a record out. That is the shape today's tools are built for.
importance 65 · 1131/02
Source: “Maintain records management systems as part of general office duties.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Maintaining a records system is structured office administration.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Organising professional development training sessions for employees
shifting to AI
This is reading one thing and writing another: professional development training sessions in, a record out. That is the shape today's tools are built for.
importance 65 · 1131/02
Source: “Organise professional development training sessions for employees.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Arranging training sessions is scheduling and booking admin AI handles well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Providing administrative support to managerial staff and heads of organisations
shifting to AI
This is reading one thing and writing another: administrative support in, a record out. That is the shape today's tools are built for.
importance 65 · 1131/02
Source: “Provide administrative support to managerial staff and heads of organisations.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: General administrative support for managers is document and scheduling work AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Providing administrative support in departments
shifting to AI
This is reading one thing and writing another: administrative support in, a record out. That is the shape today's tools are built for.
importance 60 · 1131/02
Source: “Provide administrative support in departments such as finance or HR.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Departmental administrative support is structured document and data work.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Assessing a deal's desirability, using financial models to simulate possible outcomes
shifting to AI
This is reading one thing and writing another: a deal's desirability in, a record out. That is the shape today's tools are built for.
importance 85 · 1131/03
Source: “Assess a deal's desirability, using financial models to simulate possible outcomes, which requires a deep understanding of a sector.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Deal modelling is quantitative work AI does well, though sector judgement shapes the answer.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Creating financial presentations for clients
shifting to AI
This is reading one thing and writing another: financial presentations in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/03
Source: “Create financial presentations for clients.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Building a client presentation from the underlying numbers is document work AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Conducting financial analyses for investments in green construction projects
shifting to AI
This is reading one thing and writing another: financial analyses in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/03
Source: “Conduct financial analyses for investments in green construction projects.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Financial analysis of a construction investment is modelling work AI supports strongly.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Manipulating, analysing and interpreting complex data sets relating to the employer's business
shifting to AI
This is reading one thing and writing another: complex data sets in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/03
Source: “Manipulate, analyse and interpret complex data sets relating to the employer's business.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (68–82 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Working through complex business data sets is analysis software and AI handle well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Assessing lending risk based on financial data
shifting to AI
This is reading one thing and writing another: risk in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/01
Source: “Assess lending risk based on financial data.” (UK task statement)
How this row was scored
Exposure score: 72 out of 100 (68–76 allowing for uncertainty): high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Risk scoring from financial data is well documented and largely a modelling job.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Monitoring, and complying withing current regulations and legislation
shifting to AI
This is reading one thing and writing another: current regulations in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/02
Source: “Monitor and comply with current regulations and legislation.” (UK task statement)
How this row was scored
Exposure score: 72 out of 100 (68–76 allowing for uncertainty): high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Tracking regulatory change is exactly the kind of monitoring and summarising AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Conducting due diligence on companies and industries by researching and reading financial statements and marketing data
shifting to AI
This is reading one thing and writing another: due diligence in, a record out. That is the shape today's tools are built for.
importance 85 · 1131/03
Source: “Conduct due diligence on companies and industries by researching and reading financial statements and market data.” (UK task statement)
How this row was scored
Exposure score: 72 out of 100 (68–76 allowing for uncertainty): high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Reading statements and market data for due diligence is document analysis AI does well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Evaluating and comparing the relative quality of various securities in a given industry
shifting to AI
This is reading one thing and writing another: the relative quality of various securities in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/03
Source: “Evaluate and compare the relative quality of various securities in a given industry.” (UK task statement)
How this row was scored
Exposure score: 72 out of 100 (68–76 allowing for uncertainty): high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Comparing securities uses public filings and documented methods, so software produces solid comparative analysis.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Drafting and writing research reports for fund manager or client
shifting to AI
This is reading one thing and writing another: research reports in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/03
Source: “Draft and write research reports for fund manager or client use.” (UK task statement)
How this row was scored
Exposure score: 72 out of 100 (68–76 allowing for uncertainty): high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Writing research notes from data and public filings is document work AI drafts strongly.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 4/4.
Filing and retrieving corporate documents
shifting to AI
This is reading one thing and writing another: corporate documents in, a record out. That is the shape today's tools are built for.
importance 70 · 1131/02
Source: “File and retrieve corporate documents, records, and reports.” (UK task statement)
How this row was scored
Exposure score: 69 out of 100 (65–73 allowing for uncertainty): high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Documents are mostly stored and searched electronically, so filing and finding them is already largely automated.
The five ratings: output a model can produce 4/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Evaluating financial reporting systems, accounting, collection procedures or investment activities
shifting to AI
This is reading one thing and writing another: financial reporting systems, accounting in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/01
Source: “Evaluate financial reporting systems, accounting, collection procedures, or investment activities.” (UK task statement)
How this row was scored
Exposure score: 66 out of 100 (59–73 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Reviewing reporting and collection procedures is documented analysis AI supports well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Reviewing accounts to determine write-offs for collection agencies
shifting to AI
This is reading one thing and writing another: accounts in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/01
Source: “Review accounts to determine write-offs for collection agencies.” (UK task statement)
How this row was scored
Exposure score: 66 out of 100 (62–70 allowing for uncertainty): high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Write-off decisions follow written credit policy and account history, so software can propose them from the ledger data.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Establishing procedures for securities safekeeping
shifting to AI
This is reading one thing and writing another: procedures in, a record out. That is the shape today's tools are built for.
importance 65 · 1131/01
Source: “Establish procedures for securities safekeeping.” (UK task statement)
How this row was scored
Exposure score: 66 out of 100 (59–73 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Safekeeping procedures follow documented market practice AI can write up.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Preparing reports on internal investigations
shifting to AI
This is reading one thing and writing another: reports in, a record out. That is the shape today's tools are built for.
importance 65 · 1131/01
Source: “Prepare reports on internal investigations, losses, or regulatory violations.” (UK task statement)
How this row was scored
Exposure score: 66 out of 100 (59–73 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Writing up losses and breaches is structured reporting AI drafts well from case records.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Providing financial updates and information to shareholders
shifting to AI
This is reading one thing and writing another: financial updates in, a record out. That is the shape today's tools are built for.
importance 60 · 1131/01
Source: “Provide financial updates and information to shareholders.” (UK task statement)
How this row was scored
Exposure score: 66 out of 100 (59–73 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Shareholder updates are structured reporting AI drafts, with the board still accountable for them.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Managing financial accounting, monitoring and reporting systems
shifting to AI
This is reading one thing and writing another: financial accounting, monitoring and reporting systems in, a record out. That is the shape today's tools are built for.
importance 85 · 1131/02
Source: “Manage financial accounting, monitoring and reporting systems.” (UK task statement)
How this row was scored
Exposure score: 66 out of 100 (59–73 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Running accounting and reporting systems is largely automated, with a qualified person accountable.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Developing financial management mechanisms to minimise financial risk
shifting to AI
This is reading one thing and writing another: financial management mechanisms in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/02
Source: “Develop financial management mechanisms to minimise financial risk.” (UK task statement)
How this row was scored
Exposure score: 66 out of 100 (59–73 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Designing financial controls follows documented practice AI can draft for review.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Implementing and monitoring risk management strategies to mitigate potential risks
shifting to AI
This is reading one thing and writing another: risk management strategies in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/02
Source: “Implement and monitor risk management strategies to mitigate potential risks.” (UK task statement)
How this row was scored
Exposure score: 66 out of 100 (59–73 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Risk frameworks are well documented and much of the monitoring is already automated.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Performing securities valuation or pricing
shifting to AI
This is reading one thing and writing another: securities valuation in, a record out. That is the shape today's tools are built for.
importance 80 · 1131/03
Source: “Perform securities valuation or pricing.” (UK task statement)
How this row was scored
Exposure score: 66 out of 100 (62–70 allowing for uncertainty): high exposure, high confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Valuation and pricing methods are published and the inputs are held by the firm, so software produces the numbers.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Preparing plans of action for investment using financial analyses
shifting to AI
This is reading one thing and writing another: plans of action in, a record out. That is the shape today's tools are built for.
importance 75 · 1131/03
Source: “Prepare plans of action for investment using financial analyses.” (UK task statement)
How this row was scored
Exposure score: 66 out of 100 (59–73 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Turning analysis into an investment plan is structured document work AI drafts well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Interpreting administrative and operating policies and procedures for employees
shifting to AI
This is reading one thing and writing another: administrative and operating policies and procedures in, a record out. That is the shape today's tools are built for.
importance 60 · 1131/02
Source: “Interpret administrative and operating policies and procedures for employees.” (UK task statement)
How this row was scored
Exposure score: 64 out of 100 (57–71 allowing for uncertainty): high exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Explaining policy to staff is documented information work AI handles well.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 1/4 · how much data exists 3/4.
Determining whether they should be given access to specific individuals
changing shape
The software now makes the first pass at whether they should be given access, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 50 · 1131/02
Source: “Determine whether they should be given access to specific individuals.” (UK task statement)
How this row was scored
Exposure score: 57 out of 100 (50–64 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; mistakes that are cheap to catch.
The rating behind it: Deciding who gets through to an executive follows known preferences, though judgement calls remain.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 1/4 · how much data exists 2/4.
Managing share option schemes and pay dividends
changing shape
The software now makes the first pass at share option schemes, but someone has to be answerable for the result, and it cannot be the software. So the job becomes checking and deciding rather than producing.
importance 70 · 1131/02
Source: “Manage share option schemes and pay dividends.” (UK task statement)
How this row was scored
Exposure score: 56 out of 100 (49–63 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; someone qualified has to answer for it.
The rating behind it: Share schemes and dividends run on set rules, but a company officer is accountable for them.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Attending meetings and recording and transcribing minutes
changing shape
The software now makes the first pass at meetings, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 60 · 1131/02
Source: “Attend meetings and record and transcribe minutes.” (UK task statement)
How this row was scored
Exposure score: 56 out of 100 (49–63 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Minute-taking is largely automated already, though attending in person is sometimes expected.
The five ratings: output a model can produce 3/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Distributing profits
changing shape
The software now makes the first pass at profits, but someone has to be answerable for the result, and it cannot be the software. So the job becomes checking and deciding rather than producing.
importance 60 · 1131/02
Source: “Distribute profits.” (UK task statement)
How this row was scored
Exposure score: 56 out of 100 (49–63 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; someone qualified has to answer for it.
The rating behind it: Profit distribution follows set rules, but company officers are accountable for the decision.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Communicating with businesses, investors and the public to facilitate operations
changing shape
The software now makes the first pass at businesses, investors and the public, but the part that matters is a person saying it and standing behind it. So the job becomes checking and deciding rather than producing.
importance 65 · 1131/01
Source: “Communicate with businesses, investors, and the public to facilitate operations.” (UK task statement)
How this row was scored
Exposure score: 53 out of 100 (46–60 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; the value is that a specific person does it.
The rating behind it: AI drafts the communications well, though investors expect a named person behind them.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Interpreting and communicating financial data to non-financial managers
changing shape
The software now makes the first pass at financial data, but the part that matters is a person saying it and standing behind it. So the job becomes checking and deciding rather than producing.
importance 70 · 1131/02
Source: “Interpret and communicate financial data to non-financial managers.” (UK task statement)
How this row was scored
Exposure score: 53 out of 100 (46–60 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; the value is that a specific person does it.
The rating behind it: AI explains the numbers clearly, though the conversation with managers is still had in person.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Specialising in green financial instruments
changing shape
The software now makes the first pass at green financial instruments, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 70 · 1131/03
Source: “Specialise in green financial instruments, including socially responsible mutual funds and ETFs of green companies.” (UK task statement)
How this row was scored
Exposure score: 48 out of 100 (41–55 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Green fund specialisms are well documented, though the judgement calls stay with the professional.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 1/4 · how much data exists 4/4.
Resolving customer complaints regarding financial services
changing shape
The software now makes the first pass at customer complaints regarding financial services, but the part that matters is a person saying it and standing behind it. So the job becomes checking and deciding rather than producing.
importance 80 · 1131/01
Source: “Resolve customer complaints regarding financial services.” (UK task statement)
How this row was scored
Exposure score: 46 out of 100 (39–53 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; the value is that a specific person does it.
The rating behind it: AI drafts the response, but an upset customer usually wants a person to deal with it.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Directing and coordinating risk and insurance programmes to control risks and losses
changing shape
The software now makes the first pass at risk, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 60 · 1131/01
Source: “Direct and coordinate risk and insurance programmes to control risks and losses.” (UK task statement)
How this row was scored
Exposure score: 43 out of 100 (36–50 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: AI helps design the programme, but running insurance and risk cover involves live decisions.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 1/4 · how much data exists 3/4.
Purchasing investments for companies in accordance with company policy
changing shape
The software now makes the first pass at investments, but someone has to be answerable for the result, and it cannot be the software. So the job becomes checking and deciding rather than producing.
importance 80 · 1131/03
Source: “Purchase investments for companies in accordance with company policy.” (UK task statement)
How this row was scored
Exposure score: 43 out of 100 (36–50 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; someone qualified has to answer for it.
The rating behind it: Investment purchases follow documented policy, but placing them sits within rules the financial regulator applies to the firm.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Finding solutions meeting organisational and customer needs ethically
changing shape
The software now makes the first pass at solutions meeting organisational, but the part that matters is a person saying it and standing behind it. So the job becomes checking and deciding rather than producing.
importance 70 · 1131/01
Source: “Find solutions meeting organisational and customer needs ethically.” (UK task statement)
How this row was scored
Exposure score: 40 out of 100 (33–47 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Balancing what the business and the customer need often takes a judgement call in conversation.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Leading projects to diversify and implementing new products
changing shape
The software now makes the first pass at projects, but the part that matters is a person saying it and standing behind it. So the job becomes checking and deciding rather than producing.
importance 65 · 1131/01
Source: “Lead projects to diversify and implement new products.” (UK task statement)
How this row was scored
Exposure score: 40 out of 100 (33–47 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Launching a new product needs colleagues persuaded and committed, not just a plan.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Collaborating with internal teams, such as risk management, compliance and operations
changing shape
The software now makes the first pass at internal teams, but the part that matters is a person saying it and standing behind it. So the job becomes checking and deciding rather than producing.
importance 80 · 1131/03
Source: “Collaborate with internal teams, such as risk management, compliance, and operations, to ensure compliant and efficient delivery of banking products and services.” (UK task statement)
How this row was scored
Exposure score: 40 out of 100 (33–47 allowing for uncertainty): partial exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Getting risk, compliance and operations aligned depends on working relationships inside the bank.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Communicating business, marketing and sales plans
staying human
The value here is that a specific person handles business, marketing and sales plans and stands behind it. That is earned, not computed.
importance 70 · 1131/01
Source: “Communicate business, marketing, and sales plans.” (UK task statement)
How this row was scored
Exposure score: 39 out of 100 (32–46 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; the value is that a specific person does it.
The rating behind it: AI writes the plan clearly, but getting people behind it happens in the room.
The five ratings: output a model can produce 3/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Ensuring annual monitoring and reporting requirements are met by liaising with auditors
staying human
The rules require a named, qualified person to answer for annual, and that person cannot be a piece of software.
importance 75 · 1131/02
Source: “Ensure annual monitoring and reporting requirements are met by liaising with auditors.” (UK task statement)
How this row was scored
Exposure score: 39 out of 100 (32–46 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; someone qualified has to answer for it; the value is that a specific person does it.
The rating behind it: AI prepares the material, but the audit process needs qualified people talking to each other.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Advising fund managers on investment risks and payoffs for each recommendation
staying human
The rules require a named, qualified person to answer for fund managers, and that person cannot be a piece of software.
importance 80 · 1131/03
Source: “Advise fund managers on investment risks and payoffs for each recommendation.” (UK task statement)
How this row was scored
Exposure score: 39 out of 100 (32–46 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; someone qualified has to answer for it; the value is that a specific person does it.
The rating behind it: AI produces the risk analysis, but actuarial advice carries professional responsibility.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Matching banking products and services to clients' specific needs and requirements by conducting thorough evaluations and identifying suitable options
staying human
The rules require a named, qualified person to answer for products, and that person cannot be a piece of software.
importance 80 · 1131/03
Source: “Match banking products and services to clients' specific needs and requirements by conducting thorough evaluations and identifying suitable options.” (UK task statement)
How this row was scored
Exposure score: 39 out of 100 (32–46 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; someone qualified has to answer for it; the value is that a specific person does it.
The rating behind it: Matching products to needs is largely rule-based, but regulated advice needs an authorised person.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Proactivelying identify opportunities to optimize client portfolios and enhance profitability through strategic planning and continuous monitoring and evaluation
staying human
The rules require a named, qualified person to answer for identify opportunities, and that person cannot be a piece of software.
importance 80 · 1131/03
Source: “Proactively identify opportunities to optimize client portfolios and enhance profitability through strategic planning and continuous monitoring and evaluation.” (UK task statement)
How this row was scored
Exposure score: 39 out of 100 (32–46 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; someone qualified has to answer for it; the value is that a specific person does it.
The rating behind it: Spotting portfolio opportunities is analysis, but acting on it is regulated advice.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Opening, sorting and distributing incoming correspondence, including faxes and email
staying human
This work happens in the physical world: correspondence, including faxes and email, in a real place. Software cannot follow it there.
importance 50 · 1131/02
Source: “Open, sort, and distribute incoming correspondence, including faxes and email.” (UK task statement)
How this row was scored
Exposure score: 38 out of 100 (31–45 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; mistakes that are cheap to catch; work that happens in the physical world.
The rating behind it: Email can be sorted and routed automatically, but opening and passing round physical post still needs someone in the office.
The five ratings: output a model can produce 3/4 · needs a body in a room 2/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Evaluating capital needs of clients and assessing market conditions to inform structuring of financial packages
staying human
The rules require a named, qualified person to answer for capital needs of clients, and that person cannot be a piece of software.
importance 85 · 1131/03
Source: “Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.” (UK task statement)
How this row was scored
Exposure score: 37 out of 100 (30–44 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; someone qualified has to answer for it.
The rating behind it: Client capital needs can be modelled from documented methods, though arranging finance sits inside a firm the financial regulator authorises.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 1/4 · how much data exists 3/4.
Managing and conducting internal audits to ensure compliance with standards
staying human
The rules require a named, qualified person to answer for internal audits, and that person cannot be a piece of software.
importance 75 · 1131/01
Source: “Manage and conduct internal audits to ensure compliance with standards.” (UK task statement)
How this row was scored
Exposure score: 36 out of 100 (29–43 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: reading one thing and writing another; the same decision, made over and over; someone qualified has to answer for it.
The rating behind it: AI can test the data, but an audit opinion needs a qualified person behind it.
The five ratings: output a model can produce 3/4 · needs a body in a room 1/4 · needs an accountable person 2/4 · needs to be trusted in the moment 1/4 · how much data exists 3/4.
Arranging new sources of finance for a company's debt facilities
staying human
The value here is that a specific person handles new sources of finance and stands behind it. That is earned, not computed.
importance 85 · 1131/02
Source: “Arrange new sources of finance for a company's debt facilities.” (UK task statement)
How this row was scored
Exposure score: 35 out of 100 (28–42 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Raising new debt facilities depends on what lenders will actually offer this business.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Presenting oral reports on general economic trends
staying human
The value here is that a specific person handles oral reports and stands behind it. That is earned, not computed.
importance 70 · 1131/03
Source: “Present oral reports on general economic trends, individual companies, and industries.” (UK task statement)
How this row was scored
Exposure score: 34 out of 100 (27–41 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: AI writes the briefing, but presenting it and taking questions happens in the room.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 4/4.
Determining the prices at which securities should be syndicated and offered to the public
staying human
The rules require a named, qualified person to answer for the prices, and that person cannot be a piece of software.
importance 75 · 1131/03
Source: “Determine the prices at which securities should be syndicated and offered to the public.” (UK task statement)
How this row was scored
Exposure score: 32 out of 100 (25–39 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: someone qualified has to answer for it.
The rating behind it: Pricing a public offering uses documented methods, but the decision is taken inside a firm the financial regulator authorises.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 1/4 · how much data exists 2/4.
Providing legal advice to directors and board members
staying human
The rules require a named, qualified person to answer for legal advice, and that person cannot be a piece of software.
importance 70 · 1131/02
Source: “Provide legal advice to directors and board members.” (UK task statement)
How this row was scored
Exposure score: 31 out of 100 (24–38 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; someone qualified has to answer for it.
The rating behind it: Advising a board on its legal position needs a professional who carries responsibility for it.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 3/4 · needs to be trusted in the moment 1/4 · how much data exists 3/4.
Coordinating the activities of employees in various departments of establishments
staying human
The value here is that a specific person handles the activities of employees and stands behind it. That is earned, not computed.
importance 85 · 1131/01
Source: “Coordinate the activities of employees in various departments of establishments.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Getting different departments to pull together depends on working relationships across the business.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Attracting new business by identifying and exploiting opportunities in the local market
staying human
The value here is that a specific person handles new business and stands behind it. That is earned, not computed.
importance 75 · 1131/01
Source: “Attract new business by identifying and exploiting opportunities in the local market.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Winning local business rests on relationships and a presence in the area.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Leading projects to improve customer experience
staying human
The value here is that a specific person handles projects and stands behind it. That is earned, not computed.
importance 75 · 1131/01
Source: “Lead projects to improve customer experience.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Leading a change project depends on carrying colleagues along with it.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Leading crisis management by assessing risks and opportunities affecting performance
staying human
The value here is that a specific person handles crisis management and stands behind it. That is earned, not computed.
importance 70 · 1131/01
Source: “Lead crisis management by assessing risks and opportunities affecting performance.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: AI supports the analysis, but leading through a crisis rests on people trusting the leader.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Leading projects to implement organisational change and agile transformation programmes
staying human
The value here is that a specific person handles projects and stands behind it. That is earned, not computed.
importance 70 · 1131/01
Source: “Lead projects to implement organisational change and agile transformation programmes.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Change programmes succeed or fail on how colleagues respond to the person leading them.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Recruiting new employees to ensure efficient financial services
staying human
The value here is that a specific person handles new employees and stands behind it. That is earned, not computed.
importance 70 · 1131/01
Source: “Recruit new employees to ensure efficient financial services.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Hiring rests on judgement about people, formed largely in interviews.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Managing the day-to-day operations of the accounting and finance team
staying human
The value here is that a specific person handles the day-to-day operations and stands behind it. That is earned, not computed.
importance 80 · 1131/02
Source: “Manage the day-to-day operations of the accounting and finance team.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Running a finance team day to day depends on the manager being present and known.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Overseeing staff to ensure operational efficiency in financial operations
staying human
The value here is that a specific person handles staff and stands behind it. That is earned, not computed.
importance 75 · 1131/02
Source: “Oversee staff to ensure operational efficiency in financial operations.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Supervising a finance team relies on the manager knowing the people involved.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Supervising administrative work and managing clerical staff
staying human
The value here is that a specific person handles administrative work and stands behind it. That is earned, not computed.
importance 65 · 1131/02
Source: “Supervise administrative work and manage clerical staff.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Supervising clerical staff depends on the supervisor being around and known to the team.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Advising clients on aspects of capitalisation
staying human
The rules require a named, qualified person to answer for clients, and that person cannot be a piece of software.
importance 85 · 1131/03
Source: “Advise clients on aspects of capitalisation, such as amounts, sources, or timing.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; someone qualified has to answer for it; the value is that a specific person does it.
The rating behind it: Advice on how to raise capital carries responsibility a named professional has to hold.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Developing and presenting financial solutions to clients based on modelling results
staying human
The rules require a named, qualified person to answer for financial solutions, and that person cannot be a piece of software.
importance 80 · 1131/03
Source: “Develop and present financial solutions to clients based on modelling results.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; someone qualified has to answer for it; the value is that a specific person does it.
The rating behind it: AI builds the solution, but presenting and standing behind it falls to a qualified adviser.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Supervising the work of junior staff to ensure quality and efficiency
staying human
The value here is that a specific person handles the work of junior staff and stands behind it. That is earned, not computed.
importance 80 · 1131/03
Source: “Supervise the work of junior staff to ensure quality and efficiency.” (UK task statement)
How this row was scored
Exposure score: 30 out of 100 (23–37 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Supervising junior staff depends on knowing the individuals and their work.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Negotiating the best policy terms with insurers
staying human
The value here is that a specific person handles the best policy terms and stands behind it. That is earned, not computed.
importance 65 · 1131/01
Source: “Negotiate the best policy terms with insurers.” (UK task statement)
How this row was scored
Exposure score: 28 out of 100 (21–35 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Getting better terms out of an insurer turns on the broker's standing with them.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 3/4 · how much data exists 3/4.
Leading insurance negotiations to secure optimal terms
staying human
The value here is that a specific person handles insurance negotiations and stands behind it. That is earned, not computed.
importance 60 · 1131/01
Source: “Lead insurance negotiations to secure optimal terms.” (UK task statement)
How this row was scored
Exposure score: 28 out of 100 (21–35 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Negotiating cover rests on the relationship between the negotiator and the insurer.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 3/4 · how much data exists 3/4.
Helping the public comply with Royal Mail regulations
staying human
This work happens in the physical world: the public, in a real place. Software cannot follow it there.
importance 85 · 1131/01
Source: “Help the public comply with Royal Mail regulations.” (UK task statement)
How this row was scored
Exposure score: 24 out of 100 (17–31 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; mistakes that are cheap to catch; work that happens in the physical world.
The rating behind it: The rules are easy to look up, but helping a customer at the counter happens in person.
The five ratings: output a model can produce 2/4 · needs a body in a room 2/4 · needs an accountable person 0/4 · needs to be trusted in the moment 1/4 · how much data exists 3/4.
Assessing the performance of employees
staying human
The value here is that a specific person handles the performance of employees and stands behind it. That is earned, not computed.
importance 70 · 1131/01
Source: “Assess the performance of employees.” (UK task statement)
How this row was scored
Exposure score: 24 out of 100 (17–31 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: A performance review is a candid conversation between two people who work together.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 3/4.
Providing financial advisory services to businesses experiencing financial difficulties
staying human
The rules require a named, qualified person to answer for financial advisory services, and that person cannot be a piece of software.
importance 85 · 1131/03
Source: “Provide financial advisory services to businesses experiencing financial difficulties.” (UK task statement)
How this row was scored
Exposure score: 24 out of 100 (17–31 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; someone qualified has to answer for it; the value is that a specific person does it.
The rating behind it: A business in trouble takes advice from someone it trusts and who carries responsibility.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 3/4 · how much data exists 3/4.
Restructuring refinance or raise new debt with clients
staying human
The rules require a named, qualified person to answer for refinance, and that person cannot be a piece of software.
importance 85 · 1131/03
Source: “Restructure, refinance, or raise new debt with clients.” (UK task statement)
How this row was scored
Exposure score: 24 out of 100 (17–31 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; someone qualified has to answer for it; the value is that a specific person does it.
The rating behind it: Refinancing depends on what lenders will offer and on relationships with the client.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 2/4 · needs to be trusted in the moment 3/4 · how much data exists 3/4.
Developing new business opportunities to enhance investment portfolios and client base
staying human
The value here is that a specific person handles new business opportunities and stands behind it. That is earned, not computed.
importance 80 · 1131/03
Source: “Develop new business opportunities to enhance investment portfolios and client base.” (UK task statement)
How this row was scored
Exposure score: 24 out of 100 (17–31 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: New business comes from relationships and reputation rather than documents.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 3/4.
Communicating with customers to address their needs
staying human
This work happens in the physical world: customers, in a real place. Software cannot follow it there.
importance 80 · 1131/01
Source: “Communicate with customers to address their needs.” (UK task statement)
How this row was scored
Exposure score: 20 out of 100 (13–27 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; work that happens in the physical world; the value is that a specific person does it.
The rating behind it: Serving a customer at the counter happens face to face.
The five ratings: output a model can produce 2/4 · needs a body in a room 2/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Ensuring staff adherence to rules and procedures
staying human
This work happens in the physical world: staff adherence, in a real place. Software cannot follow it there.
importance 80 · 1131/01
Source: “Ensure staff adherence to rules and procedures.” (UK task statement)
How this row was scored
Exposure score: 20 out of 100 (13–27 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; work that happens in the physical world; the value is that a specific person does it.
The rating behind it: Getting staff to follow procedure depends on a manager being around and known.
The five ratings: output a model can produce 2/4 · needs a body in a room 2/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Training employees in relevant skills and procedures for their roles
staying human
This work happens in the physical world: employees, in a real place. Software cannot follow it there.
importance 70 · 1131/01
Source: “Train employees in relevant skills and procedures for their roles.” (UK task statement)
How this row was scored
Exposure score: 20 out of 100 (13–27 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; work that happens in the physical world; the value is that a specific person does it.
The rating behind it: AI prepares the training material, but showing colleagues how it works happens in person.
The five ratings: output a model can produce 2/4 · needs a body in a room 2/4 · needs an accountable person 0/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Offering tailored financial advice to clients based on their individual financial situations
staying human
The rules require a named, qualified person to answer for tailored financial advice, and that person cannot be a piece of software.
importance 85 · 1131/03
Source: “Offer tailored financial advice to clients based on their individual financial situations.” (UK task statement)
How this row was scored
Exposure score: 20 out of 100 (13–27 allowing for uncertainty): low exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; someone qualified has to answer for it; the value is that a specific person does it.
The rating behind it: Regulated personal financial advice must come from an authorised adviser the client trusts.
The five ratings: output a model can produce 2/4 · needs a body in a room 0/4 · needs an accountable person 3/4 · needs to be trusted in the moment 3/4 · how much data exists 3/4.
Conducting investment appraisals and providing tailored investment advice to clients
staying human
The rules require a named, qualified person to answer for investment appraisals, and that person cannot be a piece of software.
importance 80 · 1131/03
Source: “Conduct investment appraisals and provide tailored investment advice to clients.” (UK task statement)
How this row was scored
Exposure score: 19 out of 100 (12–26 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; someone qualified has to answer for it; the value is that a specific person does it.
The rating behind it: Investment advice to clients is regulated work that an authorised person must give.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 3/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Discussing and agreeing on fund strategy and structure with investment managers
staying human
The value here is that a specific person handles fund strategy and stands behind it. That is earned, not computed.
importance 75 · 1131/03
Source: “Discuss and agree on fund strategy and structure with investment managers.” (UK task statement)
How this row was scored
Exposure score: 19 out of 100 (12–26 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; the value is that a specific person does it.
The rating behind it: Agreeing fund strategy is a negotiation between people who have to back the decision.
The five ratings: output a model can produce 1/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 3/4 · how much data exists 3/4.
Negotiating with project stakeholders to obtain resources or materials
staying human
The value here is that a specific person handles project stakeholders and stands behind it. That is earned, not computed.
importance 70 · 1131/03
Source: “Negotiate with project stakeholders to obtain resources or materials.” (UK task statement)
How this row was scored
Exposure score: 18 out of 100 (11–25 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the value is that a specific person does it.
The rating behind it: Negotiating for resources depends on standing and relationships with the people deciding.
The five ratings: output a model can produce 1/4 · needs a body in a room 0/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Negotiating with clients and other professionals to secure agreed objectives
staying human
The value here is that a specific person handles clients and stands behind it. That is earned, not computed.
importance 80 · 1131/03
Source: “Negotiate with clients and other professionals to secure agreed objectives.” (UK task statement)
How this row was scored
Exposure score: 16 out of 100 (9–23 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the value is that a specific person does it.
The rating behind it: Negotiation turns on reading the other side and the standing of the person doing it.
The five ratings: output a model can produce 1/4 · needs a body in a room 0/4 · needs an accountable person 1/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Displaying public information notices for community awareness
staying human
This work happens in the physical world: public information notices, in a real place. Software cannot follow it there.
importance 50 · 1131/01
Source: “Display public information notices for community awareness.” (UK task statement)
How this row was scored
Exposure score: 14 out of 100 (7–21 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the same decision, made over and over; mistakes that are cheap to catch; work that happens in the physical world.
The rating behind it: Writing the notice is easy; putting it up where people will see it is not.
The five ratings: output a model can produce 2/4 · needs a body in a room 3/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Cultivating and maintaining collaborative relationships with key senior internal and external stakeholders to influence key decision makers
staying human
The value here is that a specific person handles collaborative relationships and stands behind it. That is earned, not computed.
importance 75 · 1131/01
Source: “Cultivate and maintain collaborative relationships with key senior internal and external stakeholders to influence key decision makers as appropriate.” (UK task statement)
How this row was scored
Exposure score: 13 out of 100 (6–20 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the value is that a specific person does it.
The rating behind it: Influencing senior people depends on trust built with them over time.
The five ratings: output a model can produce 1/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Developing external relationships with auditors
staying human
The value here is that a specific person handles external relationships and stands behind it. That is earned, not computed.
importance 75 · 1131/02
Source: “Develop external relationships with auditors, solicitors, bankers, and statutory organisations.” (UK task statement)
How this row was scored
Exposure score: 13 out of 100 (6–20 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the value is that a specific person does it.
The rating behind it: These professional relationships are built person to person over years.
The five ratings: output a model can produce 1/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Communicating with chief executive and finance officers in large organisations for strategic decisions
staying human
The value here is that a specific person handles chief executive and stands behind it. That is earned, not computed.
importance 85 · 1131/03
Source: “Communicate with chief executive and finance officers in large organisations for strategic decisions.” (UK task statement)
How this row was scored
Exposure score: 13 out of 100 (6–20 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the value is that a specific person does it.
The rating behind it: Conversations at chief executive level work through personal standing and trust.
The five ratings: output a model can produce 1/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Maintaining relationships with existing clients to ensure continued service
staying human
The value here is that a specific person handles relationships and stands behind it. That is earned, not computed.
importance 80 · 1131/03
Source: “Maintain relationships with existing clients to ensure continued service.” (UK task statement)
How this row was scored
Exposure score: 13 out of 100 (6–20 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the value is that a specific person does it.
The rating behind it: Clients stay because of the relationship with the person looking after them.
The five ratings: output a model can produce 1/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Providing leadership and development for other professional staff
staying human
The value here is that a specific person handles leadership and stands behind it. That is earned, not computed.
importance 75 · 1131/03
Source: “Provide leadership and development for other professional staff.” (UK task statement)
How this row was scored
Exposure score: 13 out of 100 (6–20 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the value is that a specific person does it.
The rating behind it: Developing professional staff depends on a relationship between the leader and each person.
The five ratings: output a model can produce 1/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Training junior members of staff to enhance their skills and performance
staying human
The value here is that a specific person handles junior members of staff and stands behind it. That is earned, not computed.
importance 75 · 1131/03
Source: “Train junior members of staff to enhance their skills and performance.” (UK task statement)
How this row was scored
Exposure score: 13 out of 100 (6–20 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the value is that a specific person does it.
The rating behind it: Junior staff develop through a mentor who knows them and takes an interest.
The five ratings: output a model can produce 1/4 · needs a body in a room 1/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Mediating labour disputes and grievances
staying human
The value here is that a specific person handles labour disputes and stands behind it. That is earned, not computed.
importance 50 · 1131/01
Source: “Mediate labour disputes and grievances.” (UK task statement)
How this row was scored
Exposure score: 12 out of 100 (5–19 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: the value is that a specific person does it.
The rating behind it: Mediating a grievance works because both sides trust the person in the middle.
The five ratings: output a model can produce 1/4 · needs a body in a room 1/4 · needs an accountable person 1/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Collaborating with investment bankers to attract new corporate clients
staying human
The value here is that a specific person handles investment bankers and stands behind it. That is earned, not computed.
importance 75 · 1131/03
Source: “Collaborate with investment bankers to attract new corporate clients.” (UK task statement)
How this row was scored
Exposure score: 12 out of 100 (8–16 allowing for uncertainty): minimal exposure, high confidence.
Why it sits in this group: the value is that a specific person does it.
The rating behind it: Winning corporate clients rests on personal relationships built over time with bankers and companies, which software cannot stand in for.
The five ratings: output a model can produce 1/4 · needs a body in a room 1/4 · needs an accountable person 1/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Managing the processing of incoming and outgoing post and deliveries
staying human
This work happens in the physical world: the processing, in a real place. Software cannot follow it there.
importance 85 · 1131/01
Source: “Manage the processing of incoming and outgoing post and deliveries.” (UK task statement)
How this row was scored
Exposure score: 10 out of 100 (6–14 allowing for uncertainty): minimal exposure, high confidence.
Why it sits in this group: the same decision, made over and over; work that happens in the physical world.
The rating behind it: Post has to be physically sorted, carried and dispatched.
The five ratings: output a model can produce 1/4 · needs a body in a room 3/4 · needs an accountable person 0/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Assessing companies as investments for clients by examining company facilities
staying human
This work happens in the physical world: companies, in a real place. Software cannot follow it there.
importance 80 · 1131/03
Source: “Assess companies as investments for clients by examining company facilities.” (UK task statement)
How this row was scored
Exposure score: 10 out of 100 (3–17 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: work that happens in the physical world; someone qualified has to answer for it.
The rating behind it: Judging a company by visiting its facilities means being there, and advising clients on investments sits inside an authorised firm.
The five ratings: output a model can produce 1/4 · needs a body in a room 2/4 · needs an accountable person 2/4 · needs to be trusted in the moment 1/4 · how much data exists 2/4.
Fostering relationships with the local community to enhance business reputation and engagement
staying human
This work happens in the physical world: relationships, in a real place. Software cannot follow it there.
importance 70 · 1131/01
Source: “Foster relationships with the local community to enhance business reputation and engagement.” (UK task statement)
How this row was scored
Exposure score: 9 out of 100 (2–16 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: work that happens in the physical world; the value is that a specific person does it.
The rating behind it: Community goodwill is built by people showing up locally over time.
The five ratings: output a model can produce 1/4 · needs a body in a room 2/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Collaborating with local businesses and visitor attractions
staying human
This work happens in the physical world: local businesses, in a real place. Software cannot follow it there.
importance 60 · 1131/01
Source: “Collaborate with local businesses and visitor attractions.” (UK task statement)
How this row was scored
Exposure score: 9 out of 100 (2–16 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: work that happens in the physical world; the value is that a specific person does it.
The rating behind it: Working with local businesses depends on relationships built in person.
The five ratings: output a model can produce 1/4 · needs a body in a room 2/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.
Meeting with individuals, special interest groups and others on behalf of executives, committees and boards of directors
staying human
This work happens in the physical world: individuals, in a real place. Software cannot follow it there.
importance 60 · 1131/02
Source: “Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors.” (UK task statement)
How this row was scored
Exposure score: 9 out of 100 (2–16 allowing for uncertainty): minimal exposure, medium confidence.
Why it sits in this group: work that happens in the physical world; the value is that a specific person does it.
The rating behind it: Meeting people on an executive's behalf works because of who is in the room.
The five ratings: output a model can produce 1/4 · needs a body in a room 2/4 · needs an accountable person 0/4 · needs to be trusted in the moment 3/4 · how much data exists 2/4.

What this job pays, and how many people do it

Median pay: £76,400a year, before tax, the middle of the range, so half earn more and half earn less.ashe-t14, 2025 · ASHE 2025 provisional (reference April 2025)Provisional, because the ONS revises this figure in the autumn.
How we know this
Source: ashe-t14
Reference period: ASHE 2025 provisional (reference April 2025)
Rounding: Shown to the nearest £100. The exact published figure is in the downloadable dataset. We do not render pounds the survey cannot support.
People doing this job: 461,400in the UK, 2026.nomis-aps · Apr 2025-Mar 2026 (latest APS 12-month period)This headcount comes from a survey, not a census, so treat it as a good estimate rather than an exact count.

What is deliberately not here: a forecast of how many of these jobs exist in ten years. Where an official projection exists for a market we publish it with its vintage; where it does not, we leave the space empty rather than borrow the other country’s number.

Why this is shifting

The reason is boringly specific. Most of what is shifting here is reading one thing and writing another: cash flows in, a record out. The rows above are exactly that shape: monitoring spending and cash flows and analysing financial information to forecast business. What it cannot do is be there in the room, and that is still where postal orders get done. Which is why this page talks about your tasks changing, not your job ending.

Your move

Over a pint: what I’d tell you if you were my friend

The exposed part of your job is the biggest part, and I am not going to dress that up: monitoring spending and cash flows is work today's tools do quickly and cheaply, and that is not coming back.

So, given all that: 56% of this job's task weight sits in rows the software is already learning, 9% in rows that change shape rather than disappear, and 35% in rows it is nowhere near. That is the position, measured across 163 scored tasks. It is not a forecast about you.

What you have that the software does not is issuing and cashing postal orders, plus the years of knowing when something looks wrong before you can say why. That is the raw material for everything below.

This week: one thing

Sit on the machine's side of the desk. Pick one real piece of cash flows you would normally do yourself, let whatever software you already have take the first pass at it, and then go through what it produced and write down every single thing it got wrong. One evening this week. Do not fix anything yet. Just catch it.

What you end up holding: a written list of the machine’s mistakes, in your handwriting
How long it takes: an evening, or an hour if you pick one job rather than one client

If you can’t run software on your employer’s or your clients’ data: Do the same hunt on paper. Take one printed piece of cash flows, work through it the way you always do, and mark every point where you made a call rather than followed a rule. Same evening, same list, nothing to log into and nobody to ask permission from. That list is the same artifact: it is the judgment written down.

Over the next 90 days

Change one sentence about what you do. Not on a CV. Out loud, to whoever pays you. From “my job is monitoring spending and cash flows” to “I check what the software does and tell you what it means.” Your error list from this week is what makes that sentence true instead of a claim, so use it: show it once, to one person, inside the next ninety days. Same skills, priced as judgment rather than as typing.

Over the next 12 months

Walk toward the end of this job that answers for things, and get it recognised. Pick the one part of issuing and cashing postal orders you are already best at, and spend the year making it formal: a qualification, a named responsibility, a specialism people ask for by name. Price it honestly: that is evenings, it is months rather than weeks, and the seats are competitive because everyone in your position is looking at the same door. Before you pay for anything, spend an hour with National Careers Service. It is free and government-funded, and it is listed below with the rest of the free routes.

The roads out of here, and why I am not sending you down them

I looked at the obvious moves out of this job, and here is what I found.

I checked the 12 nearest UK occupations to financial managers and directors (nearest by the work that AI is not taking, not by job title), and none of them survived. The closest was financial accounts managers: only about 18% of its durable work is work you already do and it pays 35.9% less. Your own job splits about 56/44: that share of the list sits in the top exposure band and the rest does not. On this evidence the honest move is inside the job rather than out of it. Become the person who owns “direct operational services of postal facilities”, and let the exposed end go.

How that was checked: this job was compared against all 412 UK occupations in this release on their official task statements, and the 12 nearest were examined one by one. A move that turns on an industry, an employer or a qualification rather than on the work itself will not show up in a check like that. And this release carries no licence register, so anything you are weighing needs that looked up separately.

3 moves I checked and rejected

These are the obvious-looking jumps. They are here with their reasons rather than quietly dropped, because the ones that fail are worth knowing about. It is one less thing to turn over at night.

Financial accounts managers
Why it looked obvious: It came up as a near neighbour because one of your tasks is on their list in the same words: “offer tailored financial advice to clients based on their individual financial situations”. Across the whole of both lists that adds up to about 18% of the work in that job the software is not taking.
Why I am not recommending it: You would be starting most of it from nothing: about 18% of the durable work in that job is work you do today, and the rest you would be learning while the bills carried on. It is a pay cut, in those words: £48,980 against your £76,447, 35.9% less (ASHE Table 14.7a, 2025 provisional (both)). Retraining to earn less is a decision, not advice.
Look at that job’s page anyway →
Finance and investment analysts and advisers
Why it looked obvious: It came up as a near neighbour because one of your tasks is on their list in the same words: “develop new business opportunities to enhance investment portfolios and client base”. Across the whole of both lists that adds up to about 17% of the work in that job the software is not taking.
Why I am not recommending it: You would be starting most of it from nothing: about 17% of the durable work in that job is work you do today, and the rest you would be learning while the bills carried on. It is a pay cut, in those words: £50,330 against your £76,447, 34.2% less (ASHE Table 14.7a, 2025 provisional (both)). Retraining to earn less is a decision, not advice.
Look at that job’s page anyway →
Brokers
Why it looked obvious: It came up as a near neighbour on the work AI is not taking: you already offer tailored financial advice to clients based on their individual financial situations, and their equivalent is to discuss financial situations and planning with clients. Across both published task lists that is about 5% of the durable work in that job.
Why I am not recommending it: Almost none of it is work you already do: about 5% of the durable side of that job. That is a different job, not a next step. It is a pay cut, in those words: £56,689 against your £76,447, 25.8% less (ASHE Table 14.7a, 2025 provisional (both)). Retraining to earn less is a decision, not advice. And it is a narrow door: about 67,900 of those jobs against 461,400 of yours (ONS via Nomis), 15% as many seats.
Look at that job’s page anyway →

What I’d stop worrying about

A friend tells you what not to spend fear on. This is that list.

The headline number you read somewhere
The big “X% of jobs” figures are about the whole economy, not about you. The number that describes your job is on this page: 56% of its task weight, across 163 scored tasks. Every row behind it is printed above with the source. Check ours; ignore theirs.
“It’s too late for me to become something else”
You are not starting from zero, and the page shows why: issuing and cashing postal orders is work the software cannot do and you already do it. The move above is a repricing of what you know, not a new career. Nobody who has just left college has that.
“I should learn to code”
Almost certainly not. The value in your job is moving toward checking, deciding and answering for the output, not toward writing the software. A weekend of Python will not change your position; the error list from this week will.
The “obvious” next job everyone suggests
I checked the obvious moves and most of them did not survive. The reasons are printed with the routes above, including the pay and the gate. A move that fails on the numbers is worth knowing about so you can stop turning it over at night.

If you run a team doing this job

If you run a team doing this job, the conversation you owe them is the one on this page, and sooner than feels comfortable. Show them the ledger rather than a reassurance: the rows moving toward the software are monitoring spending and cash flows, and the rows that are not are where you want your people visible. Ask each of them to do the this-week move and bring the list to your next one-to-one. It turns a rumour into a piece of work, and it tells you which parts of your team's week are actually at stake. And say the thing out loud that a team lead usually leaves unsaid: a shrinking team is your exposure too, so do the move yourself as well.

You are reading the United Kingdom figures

The United States splits this work across more than one official group, of which General and Operations Managers is the closest. The pay and employment figures are not directly comparable, and we do not average them together.

Switch to the United States page →partial match

The other groups this work is counted across:

In US official statistics this job is counted as General and Operations Managers, Financial Managers and Financial and Investment Analysts. Pay is shown separately for each of those groups (medians cannot be averaged together), while the task list and the scores on this page are for this group only.

Your route through this

Two honest options, and no deadline on either

Free, and complete

The moves above cost nothing. These are the real services that go with them: public, government-funded, and free at the point of use. Nothing on this page is behind an email address or a payment.

In England:
National Careers Service
A free hour with a government-funded careers adviser is worth more than another evening of reading. In England that's the National Careers Service.
Free, government-funded
- Discover your skills and careers (the skills assessment)
In England:
National Careers Service - Find a course
Search what's actually running near you before you spend anything.
Free to search; individual courses vary
In England:
Free courses for jobs (Level 3 qualifications)
A free Level 3 qualification you already qualify for beats a paid course you don't need.
Free for eligible adults
In England:
Skills Bootcamps
Free, up to 16 weeks, and you get a job interview at the end. In England these are Skills Bootcamps - search what's running near you.
Free for eligible adults in England
- Skills Bootcamps - what they are and who can do them (DfE, Skills for Careers)
- Skills Bootcamps - JobHelp (DWP)
In Scotland:
My World of Work (Skills Development Scotland)
In Scotland it's My World of Work, from Skills Development Scotland.
Free, publicly funded
- Skills Development Scotland
In Wales:
Careers Wales
In Wales it's Careers Wales.
Free, Welsh Government-funded
In Northern Ireland:
Careers Service Northern Ireland
In Northern Ireland it's the Careers Service on nidirect.
Free, Department for the Economy-funded

A nearby route

There's no Space built for financial managers and directors yet.

Collab365 Spaces is built by the same people as this site. We find the problems that AI and automation are creating inside one kind of work, then solve them as short courses, briefings and Blueprints. Each Space is the community too, so the research and the people doing your job are in the same place.

What a Space actually is, in full

The closest match is Microsoft 365 Report Builders, a community for people who build business reports in Excel, Power Query and Power BI without a data team behind them. It overlaps with the part of your job that is growing: owning the monthly reporting pack: where the numbers come from, what they mean, and why they can be trusted. If that overlap isn't you, the free route below covers the same ground.

Try Microsoft 365 Report Builders free →

7 days free, no card needed. Explore up to 2 Spaces before you choose a plan: you pick a plan later, not now.

After the trial it is a paid community, and you get identical data either way. If the overlap above is not your job, the moves above cost nothing and stand on their own.

Noted, and thank you. We’ll email you if a Space for financial managers and directors launches. Nothing else.

That did not look like an email address, so nothing was saved. Have another go below.

We could not save that. The fault is ours, not yours, and your address was not stored. Please try again later.

No deadline on any of this. The page will still be here, and the data is refreshed on a published schedule rather than when someone wants a headline.

Questions people ask about this job

Will AI replace Financial managers and directors?: Not as a job, but it is already doing parts of the work. Across the 163 official task statements scored for Financial managers and directors (United Kingdom, SOC 1131), 56% of the importance-weighted core work is made of tasks today's AI could already do most of. The overall exposure score is 57 out of 100 (range 52–63, band: partial). That is a statement about tasks, not about headcount: this measures what AI could do, not whether any employer adopts it, whether the law allows it, or whether doing the routine parts faster creates more demand for the human parts. Figures are from release 2026-q4.1.
Which tasks in “Financial managers and directors” can AI already do?: The highest-scoring tasks in release 2026-q4.1 are: “Prepare and submit detailed and summary reports of post office activities to designated managers” (93/100, very high); “Process approved loan applications” (93/100, very high); “Monitor spending and cash flows” (93/100, very high). Each score comes from five published 0–4 ratings turned into a number by a published formula, and each carries the model's one-sentence reason on the page.
Which tasks in “Financial managers and directors” stay human?: About 35% of this job's task weight sits in work that scores low for AI exposure. The lowest-scoring tasks in release 2026-q4.1 are: “Issue and cash postal orders” (0/100, minimal); “Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors” (9/100, minimal); “Collaborate with local businesses and visitor attractions” (9/100, minimal). Low scores usually mean the task needs a body in a room, a legally accountable human, or trust built in real time. Those are the three things the scoring rubric treats as gates rather than obstacles.
What should someone working in “Financial managers and directors” do about AI?: Start from the ledger rather than the headline: 56% of this job's weighted core work is exposed, and roughly 35% is not. The practical move is to spend more of your week on the tasks that score low, the ones above, and to get fluent at directing AI through the tasks that score high, because those are the parts that change whether or not you are ready for them. This page does not predict your job, and nothing here is career advice tailored to you: the score describes the occupation, not the person.
How is the AI exposure score for Financial managers and directors calculated?: Each official task statement for the occupation is rated on five published 0–4 dimensions (output replicability, physical embodiment, licensed accountability, real-time human trust, and data availability) by claude-opus-5 using scoring prompt task_scoring_v1.0. The model never writes the score; a published formula turns the five ratings into a 0–100 number, so every score can be recomputed by hand. The occupation figure is the importance-weighted mean across 163 scored tasks. The prompt, the rubric, the formula and the full dataset are published at https://futureproof.collab365.com/method and https://futureproof.collab365.com/data/2026-q4.1 under CC BY 4.0.

Where these numbers come from

About the data on this page

Provisional, because the ONS revises this figure in the autumn.
This headcount comes from a survey, not a census, so treat it as a good estimate rather than an exact count.
The match between this job and its counterpart in the other country is partial, so the two pages count slightly different groups of people.
9 of this occupation's scored task statements carry a score that was measured under a different occupation's context, because the statement is shared between jobs and has only been scored once so far. Each one names the occupation it was measured under in the free routes below; none is presented as a measurement for this job.
Task clusters are not derived in this release, so the task-cluster field is empty and no Collab365 Space routing is attached to this occupation yet.

Task statements: gaisi-indexProcessing: catalogue-bridge → ssc-relatedness-weighting → task-scoring → score-aggregation
Task weights: gaisi-index (relatedness)
Scores: Rubric task_scoring_v1.0, model claude-opus-5, computed 2026-08-05.
Pay and employment: ashe-t14 (ASHE 2025 provisional (reference April 2025))nomis-aps (Apr 2025-Mar 2026 (latest APS 12-month period))

Figures on this page come from release 2026-q4.1, published 2026-08-05. Every release keeps its own permanent address, so a figure you cite in March is still there, unchanged, in November.

The plain-English wording on this page is assembled directly from the task statements and the published ratings, not written by hand for this occupation. That is why it is specific, and it is also why we say so.

The routes and free resources further up are today’s, not the release’s (last reviewed 2026-08-05). A route is an offer, not a historical fact, so it moves on its own clock.

How we score a job Download this release Look up another job

Using these figures?

Cite this

Everything on this site is published under CC BY 4.0. Quote it, chart it, sell something built on it. Just say where it came from, and cite the dated release rather than the site, so the figure you quote stays checkable.

Plain text

Collab365 (2026). Collab365 Futureproof: task-level AI exposure for US and UK occupations, release 2026-q4.1 (methodVersion 2.0.0, promptVersion task_scoring_v1.0). https://futureproof.collab365.com/data/2026-q4.1. Licensed CC BY 4.0. Built with O*NET data (USDOL/ETA, CC BY 4.0); ONS data (Open Government Licence v3.0); GAISI task framework (arXiv:2507.22748, MIT); BLS data (public domain).

BibTeX

@misc{collab365futureproof2026q41,
  title        = {Collab365 Futureproof: task-level AI exposure for US and UK occupations, release 2026-q4.1},
  author       = {{Collab365}},
  year         = {2026},
  url          = {https://futureproof.collab365.com/data/2026-q4.1},
  note         = {Release 2026-q4.1, methodVersion 2.0.0, promptVersion task_scoring_v1.0, CC BY 4.0}
}

Permalink

https://futureproof.collab365.com/data/2026-q4.1

Data as of release 2026-q4.1, published 2026-08-05. Releases never change after publication; when the figures move, a new dated release is published beside this one and this one stays exactly where it is.