Will AI replace Pensions and insurance clerks and assistants?

Not as a job, but it is already doing parts of the work. Across the 123 official task statements scored for Pensions and insurance clerks and assistants (United Kingdom, SOC 4132), 65% of the importance-weighted core work is made of tasks today's AI could already do most of. The overall exposure score is 65 out of 100 (range 60–71, band: high). 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 “Pensions and insurance clerks and assistants” can AI already do?

The highest-scoring tasks in release 2026-q4.1 are: “Obtain computer printouts of cancelled insurance policies” (93/100, very high); “Verify payment of insurance premiums” (93/100, very high); “Enter insurance- and claims-related information into database systems” (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 “Pensions and insurance clerks and assistants” stay human?

About 15% 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: “Deliver good customer service by responding swiftly to client queries and concerns” (9/100, minimal); “Operate office machines including photocopiers, scanners, and personal computers” (10/100, minimal); “Manage the processing of incoming and outgoing post and deliveries” (10/100, 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 “Pensions and insurance clerks and assistants” do about AI?

Start from the ledger rather than the headline: 65% of this job's weighted core work is exposed, and roughly 15% 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 Pensions and insurance clerks and assistants 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 123 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

Pensions and insurance clerks and assistants

arranging the payment of pensions, paying small claims to maintain customer satisfaction and reviewing insurance policies to determine coverage details. 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: amending existing policies and claims to reflect changes in beneficiary or amount of coverage. The tasks, though, are not you.

Your move: three real directions from here ↓

Where the work sits, by task weight

shifting to AI: 65%
changing shape: 20%
staying human: 15%

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

Whole-job exposure score 65 out of 100 (60–71 allowing for uncertainty): high exposure, across 123 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 pensions and insurance clerks and assistants 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; delivering good customer service by responding swiftly to client queries and concerns is what this work rebuilds around. Your move starts there.

Your week, as this page understands it

Pensions and insurance clerks and assistants provide general clerical support to senior colleagues and perform specialist clerical tasks in relation to the administration of pensions and insurance policies. The job title says “pensions”, “insurance clerks” or “assistants”: officially one job, several names. The real job is the part underneath: delivering good customer service by responding swiftly to client queries and concerns. 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 pensions and insurance clerks and assistants is not one task. It is 123 scored ones, and they are nowhere near equally exposed. The most durable of them, on this evidence, is delivering good customer service by responding swiftly to client queries and concerns, and the ledger below shows exactly why.

Where the work sits, by task weight

shifting to AI: 65%
changing shape: 20%
staying human: 15%

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.

One row is marked low confidence, so treat it as a ballpark rather than a fine measurement.
38 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

76 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.

Amending existing policies and claims to reflect changes in beneficiary or amount of coverage
This is reading one thing and writing another: policies in, a record out. That is the shape today's tools are built for.
importance 90 · 4132/01, 4132/02
Source: “Amend existing policies and claims to reflect changes in beneficiary or amount of coverage.” (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: Changing details on an existing policy or claim is routine system work insurers already automate.
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 insurance policies to determine coverage details
This is reading one thing and writing another: insurance policies in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/01, 4132/02
Source: “Review insurance policies to determine coverage details.” (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: Reading a policy and pulling out what is covered is document work software handles well; unusual wordings still need a person.
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.
Entering insurance- and claims-related information into database systems
This is reading one thing and writing another: insurance- in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/01, 4132/02
Source: “Enter insurance- and claims-related information into database systems.” (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: Typing claim details into a database is the plainest form of data entry, and systems already capture most of it.
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 premiums using insurance rate standards
This is reading one thing and writing another: premiums in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/01, 4132/02
Source: “Calculate premiums using insurance rate standards.” (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: Applying the insurer's own rate tables to a set of details is arithmetic, and software already does it reliably.
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.

Changing shape

25 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.

Guiding policyholders on how to proceed with the claim
The software now makes the first pass at policyholders, 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 85 · 4132/01, 4132/02
Source: “Guide policyholders on how to proceed with the claim.” (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: Explaining the next step in a claim is well-documented guidance software can give, though people ringing about a loss often want a person.
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.
Taking calls from clients to provide customer service and obtain information on claims
The software now makes the first pass at calls, 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 60 · 4132/01, 4132/02
Source: “Take calls from clients to provide customer service and obtain information on claims.” (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: Live calls from people mid-claim need someone who can hear the tone and respond, not just retrieve the file.
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.
Answering specific enquiries from scheme members regarding their benefits and obligations
The software now makes the first pass at specific enquiries, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 95 · 4132/03
Source: “Answer specific enquiries from scheme members regarding their benefits and obligations.” (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: Member portals and automated answers already handle benefit queries, and the clerk gives scheme facts rather than the regulated advice an adviser would.
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 1/4 · how much data exists 3/4.

Staying human

22 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.

Achieving renewal and retention targets for existing clients
The value here is that a specific person handles renewal and stands behind it. That is earned, not computed.
importance 85 · 4132/02
Source: “Achieve renewal and retention targets for existing clients.” (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: Keeping clients at renewal depends on the relationship they have with the person calling 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.
Introducing new insurance products to the market to expand offerings
The rules require a named, qualified person to answer for new insurance products, and that person cannot be a piece of software.
importance 80 · 4132/02
Source: “Introduce new insurance products to the market to expand offerings.” (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: Bringing a new insurance product to market involves pricing, compliance sign-off and persuading distributors to take it on.
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.
Achieving sales targets
The value here is that a specific person handles sales targets and stands behind it. That is earned, not computed.
importance 80 · 4132/02
Source: “Achieve sales targets.” (UK task statement)
How this row was scored
Exposure score: 13 out of 100 (9–17 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: Hitting targets depends on the customer relationships a salesperson holds.
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.

Show the other 113 tasks

Obtaining computer printouts of cancelled insurance policies
shifting to AI
This is reading one thing and writing another: computer printouts of cancelled insurance policies in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/01, 4132/02
Source: “Obtain computer printouts of cancelled insurance policies.” (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 a list of cancelled policies out of a system is a straightforward report you can run automatically.
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.
Verifying payment of insurance premiums
shifting to AI
This is reading one thing and writing another: payment of insurance premiums in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/01
Source: “Verify payment of insurance premiums.” (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 premiums have been paid is a simple check against payment records.
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.
Issuing necessary forms to clients or employees
shifting to AI
This is reading one thing and writing another: necessary forms in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/01
Source: “Issue necessary forms to clients or employees.” (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: Sending out the right forms is routine, rules-based administration software handles automatically.
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.
Issuing receipts
shifting to AI
This is reading one thing and writing another: receipts in, a record out. That is the shape today's tools are built for.
importance 65 · 4132/01, 4132/02
Source: “Issue receipts.” (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: Issuing a receipt is generated by the till system, with only the handover done by a person.
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 detailed office records using computers
shifting to AI
This is reading one thing and writing another: detailed office records in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/02
Source: “Organise detailed office records using computers.” (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: Sorting and filing office records on a computer is exactly the kind of organising software already handles.
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.
Transmiting claims for payment to facilitate settlements
shifting to AI
This is reading one thing and writing another: claims in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/02
Source: “Transmit claims for payment to facilitate settlements.” (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 claims through for payment is routine system processing software handles automatically.
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.
Working with warehouse records
shifting to AI
This is reading one thing and writing another: warehouse records in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/02
Source: “Work with warehouse records to enter, access, search, or retrieve data.” (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: Entering, searching and retrieving records from the data store is exactly what software is built for.
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.
Composing business correspondence
shifting to AI
This is reading one thing and writing another: business correspondence in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/02
Source: “Compose business correspondence for supervisors, managers, and professionals.” (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 business letters and emails on someone else's behalf is one of the things language software does best.
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.
Entering data into computer to adjust accounts
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 60 · 4132/02
Source: “Enter data into computer to adjust accounts.” (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: Keying adjustments into an accounts system is routine data entry with a defined right answer.
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.
Transcribing data to worksheets for document preparation
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 60 · 4132/02
Source: “Transcribe data to worksheets for document preparation.” (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: Moving figures from one place into a worksheet is copying and formatting, which is fully 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.
Answering customer questions by email
shifting to AI
This is reading one thing and writing another: customer questions in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/03
Source: “Answer customer questions by email.” (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: Email replies drawn from company information are among the tasks software 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.
Using computers to manage and update organisational databases
shifting to AI
This is reading one thing and writing another: computers in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/03
Source: “Use computers to manage and update organisational databases.” (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: Updating database records is straightforward data handling that software does at speed.
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.
Entering information into databases
shifting to AI
This is reading one thing and writing another: information in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/03
Source: “Enter information into databases.” (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: Data entry is highly repetitive screen work that is already widely automated.
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 a computer system to verify and update records accurately
shifting to AI
This is reading one thing and writing another: a computer system in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/03
Source: “Use a computer system to verify and update records accurately.” (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: Verifying and updating records on a computer system is structured data work software does faster and more consistently.
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 word processing, desktop publishing and email management using computers
shifting to AI
This is reading one thing and writing another: word processing, desktop publishing and email management in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/03
Source: “Perform word processing, desktop publishing, and email management using computers.” (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: Word processing, layout and email handling are computer tasks that software already automates.
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.
Completing operational forms to facilitate business processes
shifting to AI
This is reading one thing and writing another: operational forms in, a record out. That is the shape today's tools are built for.
importance 65 · 4132/03
Source: “Complete operational forms to facilitate business processes.” (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: Filling in standard forms from existing records is routine work software completes accurately.
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 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 70 · 4132/02
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 industry developments and marketing trends
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 70 · 4132/02
Source: “Keep up to date with industry developments and market trends.” (UK task statement)
How this row was scored
Exposure score: 83 out of 100 (76–90 allowing for uncertainty): very 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: Keeping up with industry news is reading and summarising, which software does quickly and 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.
Keeping up to date with developments
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 90 · 4132/03
Source: “Keep up to date with developments in, and changes to, pensions 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: Pensions law is published in full, so tracking and summarising changes is research software does thoroughly.
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 a claim made by a policymaker to establish whether it satisfies the policy conditions
shifting to AI
This is reading one thing and writing another: a claim made in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/01
Source: “Analyse a claim made by a policymaker to establish whether it satisfies the policy conditions.” (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: Comparing a claim against policy wording is rule-checking against documents, 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.
Monitoring the payments of benefits throughout the duration of a claim
shifting to AI
This is reading one thing and writing another: the payments of benefits throughout the duration in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/01
Source: “Monitor the payments of benefits throughout the duration of a claim.” (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: Tracking benefit payments over the life of a claim is monitoring that claims systems already do automatically.
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 insurance claims to verify their validity and accuracy
shifting to AI
This is reading one thing and writing another: insurance claims in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/01
Source: “Review insurance claims to verify their validity and accuracy.” (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 a claim for validity and accuracy is document comparison against rules, a strong fit for software.
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.
Transmiting claims for payment to ensure timely processing
shifting to AI
This is reading one thing and writing another: claims in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/01
Source: “Transmit claims for payment to ensure timely processing.” (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: Passing claims through to payment is workflow software already does automatically once the details are in the system.
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.
Corresponding with insured or agent to obtain information or inform them of account status or changes
shifting to AI
This is reading one thing and writing another: insured in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/01, 4132/02
Source: “Correspond with insured or agent to obtain information or inform them of account status or changes.” (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: Routine correspondence about account status is templated work that software produces quickly and accurately.
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.
Calculating insurance quote premiums
shifting to AI
This is reading one thing and writing another: insurance quote premiums in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/01, 4132/02
Source: “Calculate insurance quote premiums.” (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: Working a quote out from the insurer's published rating rules is calculation that software already performs routinely.
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.
Renewing or amending existing insurance policies for clients
shifting to AI
This is reading one thing and writing another: insurance policies in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/01
Source: “Renew or amend existing insurance policies for clients.” (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: Renewals and mid-term changes already run through insurers' systems with little human involvement.
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.
Verifying that insurance policies cover claims
shifting to AI
This is reading one thing and writing another: insurance policies cover claims in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/01
Source: “Verify that insurance policies cover claims.” (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 whether the policy covers the claim is reading the wording against the facts, which 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 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Comparing information from application to criteria for policy reinstatement
shifting to AI
This is reading one thing and writing another: information in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/01, 4132/02
Source: “Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.” (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: Comparing an application against written reinstatement criteria is rules-based checking that software performs reliably.
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.
Processing claim details and issuing new forms
shifting to AI
This is reading one thing and writing another: claim details in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/01
Source: “Process claim details and issue new forms.” (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: Processing claim details and issuing forms is templated administration software performs reliably.
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.
Collecting insurance premium payments from clients
shifting to AI
This is reading one thing and writing another: insurance premium payments in, a record out. That is the shape today's tools are built for.
importance 65 · 4132/01, 4132/02
Source: “Collect insurance premium payments from clients.” (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: Premiums are collected by direct debit, card or credit agreement, which are automated payment processes.
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.
Processing new insurance policies
shifting to AI
This is reading one thing and writing another: new insurance policies in, a record out. That is the shape today's tools are built for.
importance 65 · 4132/01, 4132/02
Source: “Process new insurance policies.” (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: Setting up a new policy from an accepted application is straight-through processing that most insurers already automate.
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.
Submitting applications for coverage to insurance providers
shifting to AI
This is reading one thing and writing another: applications in, a record out. That is the shape today's tools are built for.
importance 65 · 4132/01, 4132/02
Source: “Submit applications for coverage to insurance providers.” (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: Filling in and sending an application from records already held is form work software completes quickly and accurately.
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 and verifying data, such as age, name, address and principal sum and value of property
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 60 · 4132/01, 4132/02
Source: “Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.” (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 application details against records is verification work that software performs faster and more consistently than people.
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.
Completing and submitting insurance claims to ensure timely processing
shifting to AI
This is reading one thing and writing another: insurance claims in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/02
Source: “Complete and submit insurance claims to ensure timely processing.” (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: Completing and submitting a claim from details already held is form work software does quickly and accurately.
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 computations of interest
shifting to AI
This is reading one thing and writing another: computations of interest in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/02
Source: “Check computations of interest accrued, premiums due, and settlement surrender on loan values.” (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: Recalculating interest, premiums and surrender values is arithmetic against set formulas, which software does reliably.
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.
Preparing business or government forms for submission
shifting to AI
This is reading one thing and writing another: business in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/02
Source: “Prepare business or government forms for submission.” (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: Completing standard business and government forms from information already held is straightforward automated document 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.
Maintaining detailed and accurate records of underwritten policies and decisions
shifting to AI
This is reading one thing and writing another: detailed in, a record out. That is the shape today's tools are built for.
importance 60 · 4132/02
Source: “Maintain detailed and accurate records of underwritten policies and decisions.” (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: Recording policies and the decisions behind them is system work software captures automatically as decisions are made.
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.
Arranging the payment of pensions
shifting to AI
This is reading one thing and writing another: the payment of pensions in, a record out. That is the shape today's tools are built for.
importance 95 · 4132/03
Source: “Arrange the payment of pensions.” (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: Pension payments run on scheduled payroll systems that already work with very little manual involvement.
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.
Processing money paid towards a person's pension
shifting to AI
This is reading one thing and writing another: money paid towards a person's pension in, a record out. That is the shape today's tools are built for.
importance 90 · 4132/03
Source: “Process money paid towards a person's pension.” (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: Applying contributions to the right pension record is rules-based processing software performs accurately.
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.
Using digital systems to deliver accurate and efficient pensions administration activities safely and securely
shifting to AI
This is reading one thing and writing another: digital systems in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/03
Source: “Use digital systems to deliver accurate and efficient pensions administration activities safely and securely.” (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: Running pensions administration through digital systems is structured, rule-driven work software performs accurately and securely.
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.
Answering queries by letter
shifting to AI
This is reading one thing and writing another: queries in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/03
Source: “Answer queries by letter.” (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: Written replies to queries follow familiar patterns, so software drafts them well for a colleague to check.
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.
Maintaining timekeeping information for payroll processing
shifting to AI
This is reading one thing and writing another: information in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/03
Source: “Maintain timekeeping information for payroll processing.” (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: Collecting and checking hours for payroll is routine system work already handled by time and attendance software.
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.
Recording details of customer claims
shifting to AI
This is reading one thing and writing another: details of customer claims in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/01
Source: “Record details of customer claims.” (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: Recording claim details is structured data capture that software handles reliably from calls and forms.
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.
Collecting specific documents, receipts, photographs and valuations for record-keeping
shifting to AI
This is reading one thing and writing another: specific documents, receipts, photographs and valuations in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/01
Source: “Collect specific documents such as receipts, photographs, and valuations for record-keeping.” (UK task statement)
How this row was scored
Exposure score: 79 out of 100 (72–86 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 organising receipts, photographs and valuations is straightforward document handling software manages 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 1/4 · how much data exists 3/4.
Referring customers to car repair facilities or local contractors
shifting to AI
This is reading one thing and writing another: customers in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/01
Source: “Refer customers to car repair facilities or local contractors.” (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: Pointing a customer at an approved garage or contractor is a lookup against an existing list.
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.
Contacting approved tradespeople to arrange repairs on the policyholder's property
shifting to AI
This is reading one thing and writing another: approved tradespeople in, a record out. That is the shape today's tools are built for.
importance 65 · 4132/01
Source: “Contact approved tradespeople to arrange repairs on the policyholder's property.” (UK task statement)
How this row was scored
Exposure score: 79 out of 100 (72–86 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 repairs means matching the job to an approved trade and booking it, which scheduling 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 1/4 · how much data exists 3/4.
Responding to customer enquiries
shifting to AI
This is reading one thing and writing another: customer enquiries in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/03
Source: “Respond to customer enquiries.” (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: Answering customer questions from known information is something software already does at speed and scale.
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.
Scheduling appointments for clients, customers or supervisors
shifting to AI
This is reading one thing and writing another: appointments in, a record out. That is the shape today's tools are built for.
importance 60 · 4132/03
Source: “Schedule appointments for clients, customers, or supervisors.” (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: Booking appointments against a diary is routine scheduling that software 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 1/4 · how much data exists 3/4.
Maintaining records using IT systems
shifting to AI
This is reading one thing and writing another: records in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/02
Source: “Maintain records using IT systems.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (71–79 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: Keeping system records current is screen work with abundant documentation behind it.
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 accurate project quotations for clients
shifting to AI
This is reading one thing and writing another: accurate project quotations in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/02
Source: “Prepare accurate project quotations for clients.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (71–79 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: Quotations come from price lists and standard terms, so software prepares them with the salesperson checking unusual items.
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 performance against agreed sales targets
shifting to AI
This is reading one thing and writing another: performance against agreed sales targets in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/02
Source: “Monitor performance against agreed sales targets.” (UK task statement)
How this row was scored
Exposure score: 75 out of 100 (71–79 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 performance against agreed targets is standard reporting from sales systems.
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.
Learning about the organisation's products or services and keeping up to date with changes
shifting to AI
This is reading one thing and writing another: the organisation's products in, a record out. That is the shape today's tools are built for.
importance 65 · 4132/02
Source: “Learn about the organisation's products or services and keep up to date with changes.” (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: Keeping current with the firm's products means absorbing internal documentation, which software does thoroughly and instantly.
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 updates in tax and financial legislation to maintain legal compliance
shifting to AI
This is reading one thing and writing another: updates in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/03
Source: “Monitor updates in tax and financial legislation to maintain legal compliance.” (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 published tax and pension law changes is well suited to automated reading, though someone senior still decides what the firm must actually change.
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.
Generating new client leads
shifting to AI
This is reading one thing and writing another: new client leads in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/02
Source: “Generate new client leads.” (UK task statement)
How this row was scored
Exposure score: 70 out of 100 (66–74 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: Lead generation uses widely available data and tools that identify prospects quickly.
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 4/4.
Informing customers about the status of their insurance claims
shifting to AI
This is reading one thing and writing another: customers in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/01
Source: “Inform customers about the status of their insurance claims.” (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: Status updates are templated messages that claims systems already send automatically, though some customers prefer to hear it from a person.
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 1/4 · how much data exists 3/4.
Determining method of payment for claims
shifting to AI
This is reading one thing and writing another: method of payment in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/01
Source: “Determine method of payment for claims.” (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: Choosing how a claim is paid follows set rules and account details, which software applies accurately.
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 1/4 · how much data exists 3/4.
Paying small claims to maintain customer satisfaction
shifting to AI
This is reading one thing and writing another: small claims in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/02
Source: “Pay small claims to maintain customer satisfaction.” (UK task statement)
How this row was scored
Exposure score: 69 out of 100 (62–76 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: Paying small claims quickly follows clear thresholds and rules that software applies 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 1/4 · how much data exists 3/4.
Resolving pension enquiries and requests using standard letters and reference to procedures
shifting to AI
This is reading one thing and writing another: pension enquiries in, a record out. That is the shape today's tools are built for.
importance 95 · 4132/03
Source: “Resolve pension enquiries and requests using standard letters and reference to procedures.” (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: Answering pension enquiries with standard letters and set procedures is templated writing software produces very well.
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 1/4 · how much data exists 3/4.
Communicating routine information
shifting to AI
This is reading one thing and writing another: routine information in, a record out. That is the shape today's tools are built for.
importance 90 · 4132/03
Source: “Communicate routine information to customers, pension scheme members, or plan holders using various communication channels.” (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: Sending routine information to scheme members across different channels is templated communication software handles reliably.
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 1/4 · how much data exists 3/4.
Identifying when a member requires an alternative or additional service and referring them to the appropriate area
shifting to AI
This is reading one thing and writing another: when a member requires an alternative in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/03
Source: “Identify when a member requires an alternative or additional service and refer them to the appropriate area.” (UK task statement)
How this row was scored
Exposure score: 69 out of 100 (62–76 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: Spotting when a member needs a different service and routing them there follows documented triggers software applies well.
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 1/4 · how much data exists 3/4.
Identifying issues and concerns and recommending actions for resolution
shifting to AI
This is reading one thing and writing another: issues in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/02
Source: “Identify issues and concerns, and recommend actions for resolution.” (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: Spotting patterns in cases and suggesting fixes is analysis software does well; deciding to act on the recommendation happens elsewhere.
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.
Gathering, analysing and interpreting data relevant to insurance products and services
shifting to AI
This is reading one thing and writing another: this work in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/02
Source: “Gather, analyse and interpret data relevant to insurance products and services.” (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: Gathering and analysing product data is well-suited to software, though what the findings mean for the business needs people who know 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 0/4 · how much data exists 3/4.
Administering payroll to ensure compliance with financial regulations
shifting to AI
This is reading one thing and writing another: payroll in, a record out. That is the shape today's tools are built for.
importance 90 · 4132/03
Source: “Administer payroll to ensure compliance with financial regulations.” (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: Payroll runs and HMRC submissions are heavily automated already, though unusual cases and statutory payments still need someone to check.
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.
Administering digital systems
shifting to AI
This is reading one thing and writing another: digital systems in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/03
Source: “Administer digital systems to create, maintain and use client and organisation data securely in line with legislation.” (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: Managing data in a system is well-suited to automation, though someone in the organisation still owns the legal responsibility for 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 0/4 · how much data exists 3/4.
Performing calculations to determine entitlements to benefits
shifting to AI
This is reading one thing and writing another: calculations in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/03
Source: “Perform calculations to determine entitlements to benefits.” (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: Benefit calculations follow written scheme rules, so software handles standard cases, though older schemes and messy data still need a person.
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.
Ensuring that all organisational procedures are followed when undertaking work for customers to ensure that processes are carried out effectively and efficiently
shifting to AI
This is reading one thing and writing another: all organisational procedures in, a record out. That is the shape today's tools are built for.
importance 80 · 4132/03
Source: “Ensure that all organisational procedures are followed when undertaking work for customers to ensure that processes are carried out effectively and efficiently.” (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: Following set organisational procedures for every customer is exactly the kind of consistency software delivers.
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.
Explaining complex technical concepts in simple terms to both technical and non-technical audiences
shifting to AI
This is reading one thing and writing another: complex technical concepts in, a record out. That is the shape today's tools are built for.
importance 50 · 4132/03
Source: “Explain complex technical concepts in simple terms to both technical and non-technical audiences.” (UK task statement)
How this row was scored
Exposure score: 65 out of 100 (58–72 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; the value is that a specific person does it.
The rating behind it: Turning technical detail into plain language is something language software does very well, though a worried customer often wants a human voice.
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 2/4 · how much data exists 3/4.
Contacting claimants to get additional information
shifting to AI
This is reading one thing and writing another: claimants in, a record out. That is the shape today's tools are built for.
importance 60 · 4132/01, 4132/02
Source: “Contact claimants to get additional information.” (UK task statement)
How this row was scored
Exposure score: 64 out of 100 (60–68 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: Chasing missing details is mostly templated contact; only the odd awkward case needs a person to pick up the phone.
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.
Developing knowledge of customers' pension schemes or plans to support delivery
shifting to AI
This is reading one thing and writing another: knowledge of customers' pension schemes in, a record out. That is the shape today's tools are built for.
importance 85 · 4132/03
Source: “Develop knowledge of customers' pension schemes or plans to support delivery.” (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: Learning the details of each customer's scheme means absorbing scheme documents, which software reads quickly and thoroughly.
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.
Providing callers with accurate information and assistance
shifting to AI
This is reading one thing and writing another: callers in, a record out. That is the shape today's tools are built for.
importance 75 · 4132/03
Source: “Provide callers with accurate information and assistance.” (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: Giving callers accurate information is answerable from records, which AI can search instantly.
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.
Handling their enquiries or directing them to the appropriate persons according to their needs
shifting to AI
This is reading one thing and writing another: their enquiries in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/03
Source: “Handle their enquiries or direct them to the appropriate persons according to their needs.” (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: Answering or passing on an enquiry follows patterns, though some judgement about who deals with it is needed.
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.
Taking and relaying messages accurately to relevant parties
shifting to AI
This is reading one thing and writing another: messages in, a record out. That is the shape today's tools are built for.
importance 70 · 4132/03
Source: “Take and relay messages accurately to relevant parties.” (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: Capturing a message and passing it on is simple, well-documented work software handles.
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.
Assessing insurance proposals to determine cover terms and premiums
changing shape
The software now makes the first pass at insurance proposals, 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 · 4132/01
Source: “Assess insurance proposals to determine cover terms and premiums.” (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: Pricing and setting terms on a proposal is data-driven, but insurers expect a qualified underwriter involved in 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.
Paying small claims to expedite resolution
changing shape
The software now makes the first pass at small claims, 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 75 · 4132/01
Source: “Pay small claims to expedite resolution.” (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: Small claims settle through automated rules already, but releasing money needs a named person inside the firm holding the payment authority.
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.
Calculating new reserve requirements using insurance rate standards
changing shape
The software now makes the first pass at new reserve requirements, 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 · 4132/02
Source: “Calculate new reserve requirements using insurance rate standards.” (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: The calculation follows a set basis, so software can run it, but the reserving basis itself is owned by a qualified actuarial function.
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.
Completing the organisation's insurance quality assurance process to satisfactorily process a transaction or making a decision
changing shape
The software now makes the first pass at the organisation's insurance quality assurance process, 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 · 4132/02
Source: “Complete the organisation's insurance quality assurance process to satisfactorily process a transaction or make a decision.” (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: The checks themselves follow a written process software can run, but the quality step exists to put an accountable person behind 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 accurately, ensuring compliance with data protection legislation and maintaining security, professionalism and courtesy
changing shape
The software now makes the first pass at accurately, ensuring compliance, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 85 · 4132/03
Source: “Communicate accurately, ensuring compliance with data protection legislation and maintaining security, professionalism, and courtesy.” (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: Clear, courteous correspondence is strong software work, though deciding what may safely be disclosed still needs a person's judgement.
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 1/4 · how much data exists 3/4.
Escalating problems in accordance with organisational policies and procedures
changing shape
The software now makes the first pass at problems, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 80 · 4132/03
Source: “Escalate problems in accordance with organisational policies and procedures.” (UK task statement)
How this row was scored
Exposure score: 56 out of 100 (52–60 allowing for uncertainty): partial 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: Spotting a problem and passing it to the right colleague follows written rules, though judging what is serious enough still needs experience.
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 1/4 · how much data exists 3/4.
Undering supervision, interpret and applying specialised technical pensions processes to achieve required outcomes
changing shape
The software now makes the first pass at supervision, interpret and applying specialised technical pensions processes, 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 · 4132/03
Source: “Under supervision, interpret and apply specialised technical pensions processes to achieve required outcomes.” (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: Applying specialist pensions processes is documented work, but it is done under supervision because errors are costly.
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.
Recording information and updating paperwork in filing systems
changing shape
The software now makes the first pass at information, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 70 · 4132/03
Source: “Record information and update paperwork in filing systems.” (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: Updating records is routine, though paper files still need handling.
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.
Adhering to legal requirements, industry regulations and company-set customer quality standards
changing shape
The software now makes the first pass at legal requirements, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 85 · 4132/01
Source: “Adhere to legal requirements, industry regulations, and company-set customer quality standards.” (UK task statement)
How this row was scored
Exposure score: 50 out of 100 (43–57 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: Meeting rules is a responsibility a person carries; software can evidence and check compliance but cannot be the accountable one.
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 0/4 · how much data exists 3/4.
Handling personal, confidential and sensitive information with strict adherence to legal and organisational confidentiality policies
changing shape
The software now makes the first pass at personal, confidential and sensitive information, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 60 · 4132/02
Source: “Handle personal, confidential, and sensitive information with strict adherence to legal and organisational confidentiality policies.” (UK task statement)
How this row was scored
Exposure score: 50 out of 100 (43–57 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: Confidentiality is a duty a person is held to rather than an output a machine produces, even though systems do much of the protecting.
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 0/4 · how much data exists 3/4.
Settling claims to ensure fair and prompt resolution and contribute to a reduced loss ratio
changing shape
The software now makes the first pass at claims, 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 · 4132/01
Source: “Settle claims to ensure fair and prompt resolution and contribute to a reduced loss ratio.” (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: reading one thing and writing another; the same decision, made over and over; someone qualified has to answer for it.
The rating behind it: Settling a claim fairly is judgement the insurer is accountable for, even though the calculations behind it are automated.
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 1/4 · how much data exists 3/4.
Transferring benefits from one pension
changing shape
The software now makes the first pass at benefits, 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 · 4132/03
Source: “Transfer benefits from one pension to another.” (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: reading one thing and writing another; the same decision, made over and over; someone qualified has to answer for it.
The rating behind it: Moving benefits between pensions is documented processing, but transfer decisions carry regulatory responsibility a qualified person holds.
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 1/4 · how much data exists 3/4.
Identifying areas for operational or processing improvement
changing shape
The software now makes the first pass at areas, but the deciding part still needs a person. So the job becomes checking and deciding rather than producing.
importance 65 · 4132/03
Source: “Identify areas for operational or process improvement.” (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: reading one thing and writing another; the same decision, made over and over; mistakes that are cheap to catch.
The rating behind it: Software can spot inefficiencies in process data, though confirming them usually means talking to the team.
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 1/4 · how much data exists 3/4.
Coordinating and overseeing claims operations to ensure efficient and accurate processing of claims
changing shape
The software now makes the first pass at claims operations, 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 85 · 4132/01
Source: “Coordinate and oversee claims operations to ensure efficient and accurate processing of claims.” (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: Overseeing a claims team means managing people and priorities, though the reporting behind it is easily 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 2/4 · how much data exists 3/4.
Advising clients on navigating the insurance claims process
changing shape
The software now makes the first pass at clients, 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 · 4132/01
Source: “Advise clients on navigating the insurance claims process.” (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: Explaining what happens next in a claim is well-documented guidance software can give, though upset claimants often want a person on the line.
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.
Maintaining warehouse files for policies
changing shape
The software now makes the first pass at warehouse files, but part of it still happens in the physical world. So the job becomes checking and deciding rather than producing.
importance 80 · 4132/02
Source: “Maintain warehouse files for policies to be reinstated or cancelled.” (UK task statement)
How this row was scored
Exposure score: 46 out of 100 (34–58 allowing for uncertainty): partial exposure, low 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: Maintaining policy files for reinstatement or cancellation is records work, though some files are still physical.
The five ratings: output a model can produce 4/4 · 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.
Contacting lapsed clients to renew insurance policies
changing shape
The software now makes the first pass at lapsed clients, 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 · 4132/02
Source: “Contact lapsed clients to renew insurance policies.” (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: Winning back a lapsed customer depends on a persuasive conversation, though the contact list and script are easily prepared.
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.
Liaising with key stakeholders, for example Department of Work and Pensions, HMRC
changing shape
The software now makes the first pass at key stakeholders, 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 85 · 4132/03
Source: “Liaise with key stakeholders, for example Department of Work and Pensions, HMRC, The Pensions Regulator and the Information Commissioner.” (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: Dealing with the tax authority, the regulator and government departments involves relationships and negotiation as well as correspondence.
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.
Ensuring compliance with FCA regulations and procedures
changing shape
The software now makes the first pass at compliance, 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 · 4132/02
Source: “Ensure compliance with FCA regulations and procedures.” (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: The rulebook is public and checks can be automated, but a named senior person inside the firm is answerable to the regulator 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.
Ensuring compliance with insurance obligations to meet regulatory standards
changing shape
The software now makes the first pass at compliance, 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 65 · 4132/02
Source: “Ensure compliance with insurance obligations to meet regulatory standards.” (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: Software can test and evidence whether rules were met, but a named accountable person inside the firm has to stand behind the assurance.
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.
Colding call potential new clients
changing shape
The software now makes the first pass at call potential new clients, 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 · 4132/02
Source: “Cold call potential new clients.” (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: Software can find prospects and write the script, but a cold call still lands or fails on the person answering.
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.
Supporting others in meeting these service levels and requirements
changing shape
The software now makes the first pass at this work, 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 · 4132/03
Source: “Support others in meeting these service levels and requirements.” (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: Helping colleagues meet service commitments is about supporting people, not producing a document.
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.
Collecting specific evidence, security footage and police reports for analysis
staying human
The ratings behind this row put specific evidence, security footage and police reports well outside what today's tools can do on their own.
importance 75 · 4132/01
Source: “Collect specific evidence such as security footage and police reports for analysis.” (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: reading one thing and writing another; mistakes that are cheap to catch.
The rating behind it: Gathering footage and police reports depends on other organisations releasing them, though chasing and logging it is routine.
The five ratings: output a model can produce 3/4 · needs a body in a room 1/4 · needs an accountable person 1/4 · needs to be trusted in the moment 1/4 · how much data exists 2/4.
Explaining to policyholders when their claim is not
staying human
The value here is that a specific person handles policyholders and stands behind it. That is earned, not computed.
importance 60 · 4132/01
Source: “Explain to policyholders when their claim is not covered.” (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; the value is that a specific person does it.
The rating behind it: Telling someone their claim is refused needs care and credibility, though the reasoning can be drafted in advance.
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 3/4 · how much data exists 3/4.
Advising on insurance cover strategies to help clients achieve their financial objectives
staying human
The rules require a named, qualified person to answer for insurance cover strategies, and that person cannot be a piece of software.
importance 75 · 4132/02
Source: “Advise on insurance cover strategies to help clients achieve their financial objectives.” (UK task statement)
How this row was scored
Exposure score: 33 out of 100 (29–37 allowing for uncertainty): low exposure, high 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: Recommending cover to meet someone's financial goals is regulated advice that a qualified person must give.
The five ratings: output a model can produce 3/4 · needs a body in a room 0/4 · needs an accountable person 3/4 · needs to be trusted in the moment 2/4 · how much data exists 3/4.
Ensuring that money collected is properly
staying human
This work happens in the physical world: money collected, in a real place. Software cannot follow it there.
importance 70 · 4132/03
Source: “Ensure that money collected is properly recorded and secured.” (UK task statement)
How this row was scored
Exposure score: 33 out of 100 (26–40 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: Recording what came in can be automated, but physically locking money away needs someone on the premises.
The five ratings: output a model can produce 3/4 · needs a body in a room 2/4 · needs an accountable person 1/4 · needs to be trusted in the moment 0/4 · how much data exists 3/4.
Seeking advice from loss adjusters on complex cases
staying human
The value here is that a specific person handles advice and stands behind it. That is earned, not computed.
importance 75 · 4132/01
Source: “Seek advice from loss adjusters on complex cases.” (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 value is that a specific person does it.
The rating behind it: Asking a loss adjuster for a view on a tricky case relies on their expert judgement and working relationship.
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 2/4.
Liaising with solicitors and other legal professionals to negotiate the terms of a claim
staying human
The value here is that a specific person handles solicitors and stands behind it. That is earned, not computed.
importance 60 · 4132/01
Source: “Liaise with solicitors and other legal professionals to negotiate the terms of a claim.” (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 value is that a specific person does it.
The rating behind it: Drafts of each letter can be produced automatically, but reaching a settlement with the other side's solicitor is back-and-forth judgement about money.
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 2/4.
Negotiating terms with policyholders or their brokers
staying human
The value here is that a specific person handles terms and stands behind it. That is earned, not computed.
importance 65 · 4132/02
Source: “Negotiate terms with policyholders or their brokers.” (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 value is that a specific person does it.
The rating behind it: Positions and wordings can be drafted automatically, but agreeing terms with a broker turns on judgement about the relationship and the 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 2/4.
Seeking sales of new or additional services or products
staying human
The rules require a named, qualified person to answer for sales of new or additional services or products, and that person cannot be a piece of software.
importance 75 · 4132/02
Source: “Seek sales of new or additional services or products.” (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: Offers can be generated automatically, but selling insurance is regulated work where staff must be competent and customers need convincing.
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.
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 65 · 4132/02
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.
Investigating potentially fraudulent claims
staying human
The ratings behind this row put fraudulent claims well outside what today's tools can do on their own.
importance 75 · 4132/01
Source: “Investigate potentially fraudulent claims.” (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: mistakes that are cheap to catch.
The rating behind it: Software flags suspicious patterns very well, but proving fraud on a particular claim means gathering evidence and speaking to people.
The five ratings: output a model can produce 2/4 · needs a body in a room 1/4 · needs an accountable person 1/4 · needs to be trusted in the moment 1/4 · how much data exists 2/4.
Responding to emergency calls to process urgent claims
staying human
The value here is that a specific person handles emergency calls and stands behind it. That is earned, not computed.
importance 65 · 4132/01
Source: “Respond to emergency calls to process urgent claims.” (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: An urgent claim call is a distressed person needing reassurance as well as fast, accurate processing.
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.
Pursuing personal and professional development according to organisational expectations
staying human
The ratings behind this row put personal and professional development well outside what today's tools can do on their own.
importance 60 · 4132/03
Source: “Pursue personal and professional development according to organisational expectations.” (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 five ratings behind the score, with no single dominant reason.
The rating behind it: Software can suggest a learning plan, but the actual development happens in the person, so only the paperwork around it can be produced automatically.
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 1/4 · how much data exists 2/4.
Resolving enquiries and complaints, reporting outcomes
staying human
This work happens in the physical world: enquiries, in a real place. Software cannot follow it there.
importance 70 · 4132/01
Source: “Resolve enquiries and complaints, reporting outcomes as necessary.” (UK task statement)
How this row was scored
Exposure score: 26 out of 100 (19–33 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: Standard replies are easy to draft, though upset customers are usually calmed by a person in front of them.
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 2/4 · how much data exists 3/4.
Managing a client portfolio, aiming to meet targets for acquiring new business
staying human
The value here is that a specific person handles a client portfolio and stands behind it. That is earned, not computed.
importance 75 · 4132/02
Source: “Manage a client portfolio, aiming to meet targets for acquiring new business.” (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: Chasing new business needs live relationships; software helps track the portfolio and spot targets but cannot win the accounts.
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.
Developing working relationships with brokers to facilitate insurance underwriting and administration
staying human
The value here is that a specific person handles relationships and stands behind it. That is earned, not computed.
importance 75 · 4132/02
Source: “Develop working relationships with brokers to facilitate insurance underwriting and administration.” (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: Broker relationships are built over time between particular people, which is not something software can hold.
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 excellent customer service by understanding the needs and expectations of customers
staying human
This work happens in the physical world: excellent customer service, in a real place. Software cannot follow it there.
importance 60 · 4132/01
Source: “Provide excellent customer service by understanding the needs and expectations of customers.” (UK task statement)
How this row was scored
Exposure score: 11 out of 100 (4–18 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: Good service here comes from reading the customer standing in front of you.
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 2/4 · 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 60 · 4132/03
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.
Operating office machines, photocopiers, scanners and personal computers
staying human
This work happens in the physical world: office machines, photocopiers, scanners and personal computers, in a real place. Software cannot follow it there.
importance 55 · 4132/03
Source: “Operate office machines including photocopiers, scanners, and personal computers.” (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: Photocopiers and scanners need someone to load and operate the machine.
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.
Delivering good customer service by responding swiftly to client queries and concerns
staying human
This work happens in the physical world: good customer service, in a real place. Software cannot follow it there.
importance 80 · 4132/02
Source: “Deliver good customer service by responding swiftly to client queries and concerns.” (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: Sorting out a guest's problem quickly usually means noticing it and dealing with it there at the table.
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 2/4 · how much data exists 2/4.

What this job pays, and how many people do it

Median pay: £30,300a 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: 65,200in 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: insurance policies in, a record out. The rows above are exactly that shape: amending existing policies and claims to reflect changes in beneficiary or amount of coverage and reviewing insurance policies to determine coverage details. What it cannot do is be there in the room, and that is still where good customer service gets 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: amending existing policies and claims to reflect changes in beneficiary or amount of coverage is work today's tools do quickly and cheaply, and that is not coming back.

So, given all that: 65% of this job's task weight sits in rows the software is already learning, 20% in rows that change shape rather than disappear, and 15% in rows it is nowhere near. That is the position, measured across 123 scored tasks. It is not a forecast about you.

What you have that the software does not is delivering good customer service by responding swiftly to client queries and concerns, 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 insurance policies 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 insurance policies, 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 amending existing policies and claims to reflect changes in beneficiary or amount of coverage” 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 delivering good customer service by responding swiftly to client queries and concerns 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 pensions and insurance clerks and assistants (nearest by the work that AI is not taking, not by job title), and none of them survived. The closest was brokers: only about 7% of its durable work is work you already do. I am not going to pretend that is comfortable news: 65% of your own task list is already in the top exposure band. But the answer on this evidence is not a sideways jump into a job with the same problem. It is to walk toward the end of this one that answers for things. “answer specific enquiries from scheme members regarding their benefits and obligations” is the part that stays with a person, and spending a year getting formally recognised for it beats a standing start somewhere else.

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.

Brokers
Why it looked obvious: It came up as a near neighbour because one of your tasks is on their list in the same words: “advise clients on navigating the insurance claims process”. Across the whole of both lists that adds up to about 7% of the work in that job the software is not taking.
Why I am not recommending it: Almost none of it is work you already do: about 7% of the durable side of that job. That is a different job, not a next step.
Look at that job’s page anyway →
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: “guide policyholders on how to proceed with the claim”. Across the whole of both lists that adds up to about 5% of the work in that job the software is not taking.
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.
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: “achieve sales targets”. Across the whole of both lists that adds up to about 5% of the work in that job the software is not taking.
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.
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: 65% of its task weight, across 123 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: delivering good customer service by responding swiftly to client queries and concerns 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.

You are reading the United Kingdom figures

The United States splits this work across more than one official group, of which Financial Clerks, All Other 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 Financial Clerks, All Other, Brokerage Clerks, Credit Authorizers, Checkers, and Clerks, Loan Interviewers and Clerks, New Accounts Clerks and Insurance Claims and Policy Processing Clerks. 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

Where to go next, and what it costs

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

No Space for this job, but one for what is happening to it

Nothing Collab365 runs is built for pensions / insurance clerks / assistants, and we are not going to point you at the nearest one and call it a fit.

There is one that is not about a job title at all. The AI Authority is about being the person who directs these tools at work rather than the person they get compared to. That is worth saying here, because 65% of the work on this page is already inside what they can do.

Try The AI Authority free →

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

The AI Authority is a general community about working with AI, not a course for pensions / insurance clerks / assistants. You do not need it to act on anything here: the moves above cost nothing and stand on their own. The data on this page is the same either way.

Noted, and thank you. We’ll email you if a Space for pensions / insurance clerks / assistants launches. Nothing else.

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No Space for pensions / insurance clerks / assistants yet. Should there be one?

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

Collab365 launches new communities where the need is real. If one for pensions / insurance clerks / assistants existed, with researched problems, courses and people in the same boat, would you want in?

Your email

We use your email address for one thing: to tell you if a Space for pensions / insurance clerks / assistants launches. We never sell it, never use it for unrelated marketing, and every email has a one-click unsubscribe. Our privacy policy has the full version.

This unlocks nothing. Every figure, every row and every step on this page is already yours, whether you fill this in or not.

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 Pensions and insurance clerks and assistants?: Not as a job, but it is already doing parts of the work. Across the 123 official task statements scored for Pensions and insurance clerks and assistants (United Kingdom, SOC 4132), 65% of the importance-weighted core work is made of tasks today's AI could already do most of. The overall exposure score is 65 out of 100 (range 60–71, band: high). 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 “Pensions and insurance clerks and assistants” can AI already do?: The highest-scoring tasks in release 2026-q4.1 are: “Obtain computer printouts of cancelled insurance policies” (93/100, very high); “Verify payment of insurance premiums” (93/100, very high); “Enter insurance- and claims-related information into database systems” (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 “Pensions and insurance clerks and assistants” stay human?: About 15% 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: “Deliver good customer service by responding swiftly to client queries and concerns” (9/100, minimal); “Operate office machines including photocopiers, scanners, and personal computers” (10/100, minimal); “Manage the processing of incoming and outgoing post and deliveries” (10/100, 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 “Pensions and insurance clerks and assistants” do about AI?: Start from the ledger rather than the headline: 65% of this job's weighted core work is exposed, and roughly 15% 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 Pensions and insurance clerks and assistants 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 123 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.
One row is marked low confidence, so treat it as a ballpark rather than a fine measurement.
The match between this job and its counterpart in the other country is partial, so the two pages count slightly different groups of people.
38 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.

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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.