24 February 2026 When Digital Meets Paper: Two Very Different Name Changes You can build or lose real customer trust in a single transaction. I recently changed... Technology Wealth
19 February 2026 The Pensions IHT Grenade From 6 April 2027, most unused pension funds and death benefits will be pulled into the... Pensions Wealth
09 February 2026 Technology – Wins & Worries Whilst I remain positive – I do have some worries for 2026 This week we... Tech and AI Technology
26 November 2025 Are women and business the big losers of the chancellors budget? Are women and business the big losers of the chancellors budget? The Chancellor’s Autumn Budget... Latest News Uncategorized
20 November 2025 Women and Wealth: Empowering women to manage their wealth with confidence Women and Wealth: Empowering women to manage their wealth with confidence Have you ever heard... Latest News Wealth
18 November 2025 Simplify Consulting strengthens leadership team with appointment of Mark Andrews and Michael James as Practice Directors Financial services management consultancy Simplify Consulting (“Simplify”) has announced the appointment of Mark Andrews and... Latest News
15 September 2025 Bain Capital to Acquire Jensten Group, a Leading UK Insurance Distribution Platform 2025 continues to see further acquisition opportunities in the insurance market, with news recently of... Insurance
26 August 2025 Standardised or Personalised? Why Model Portfolios Are Thriving in a Customisation-Driven Era As younger, values-driven investors seek personalised options, it might seem surprising that Model Portfolio Services... Advice Investments Wealth
06 August 2025 Common Sense Isn’t Always Common Practice: Why Good Customer Outcomes Require Cross-Functional Collaboration The Financial Conduct Authority’s latest review into firms’ approaches to the Consumer Duty’s support outcome... Consumer Duty Wealth
