Insights & Events

Explore our thinking, expert opinions, discover our ideas and stay up to date with our thought leadership.

Events

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Annual Charity Golf Day 2025
20/06/2025| 7:00 am
Hamptworth Golf, Hamptworth Road, Hamptworth, Landford, England, SP5 2DU

Latest Insights

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Advancing Financial Inclusion in the UK Wealth Industry
With the FCA’s recent Financial Lives survey finding that a quarter of UK adults have...
Consumer Duty
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What are the benefits to analysing the target market and customer base?
The FCA’s Vulnerability Review has given us some much-needed insight into how well firms are...
Consumer Duty
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How will I know my customer is vulnerable?
How will I know my customer is vulnerable?…  The FCA’s recent Vulnerability Review highlighted that...
Consumer Duty
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White Papers

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Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Featured Whitepaper

Follow the Golden Thread – Elevating Complaints Root Cause Analysis

Consistent, scalable, high quality Root Cause Analysis (RCA) is often challenging in wealth complaints management. In partnership with CourtCorrect, our paper Follow The Golden Thread – Elevating Complaints Root Cause Analysis, examines the challenges and considers how AI can be applied and integrated into organisations to optimise RCA.
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Complaints: Going for Gold
Featured Whitepaper
Complaints: Going for Gold
With so many other challenges facing the wealth management sector,…
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Making Waves: Exploring the Future of Wealth Operations
Featured Whitepaper
Making Waves: Exploring the Future of Wealth Operations
Join us as we look at the future of Wealth…
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Re-inventing Annuities: ‘Mix and Match’ innovative retirement income
Featured Whitepaper
Re-inventing Annuities: ‘Mix and Match’ innovative retirement income
Greater innovation is on its way in the UK retirement…
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Podcasts & Webinars

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Vulnerability Campaign: Bradley shares his experiences
In this video Jayne Brown Lead Consultant speaks with Bradley who is a young carer...
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Simplify Podcast: Vulnerability Campaign
In this podcast Wealth Consultants Jo Fulford and Natasha Bridgewater discuss vulnerable customers and enabling...
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Simplify Podcast 33: Tech(no) Women
Gillian Hepburn, Commercial Director, at Benchmark Capital, Cristel Haley, Director of Emerald Analytics and Emma...
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News

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Is the FCA’s AI testing service an opportunity for wealth managers?
The WealthNet: Wealth Consultant Richard Shearwood shares his thoughts on the FCA's announcement on launching...
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FCA Financial Lives Survey sparks industry calls for investment culture shift and greater support – reaction
IFA Magazine: Dominic House Lead Consultant shares his views - FCA Financial Lives Survey sparks...
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Why wealth firms need to take complaints more seriously
Portfolio Adviser May 2025: Lead Consultant Dom House shares his thoughts with Portfolio Adviser on...