Insights & Events

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

Events

See All
website-banner
AI Whitepaper Launch: Registration
28/04/2025| 8:00 am
TBC

Latest Insights

See All
investing-blog
Cutting the Cash ISA limit could Be a win for women, if Providers step up
Women hold more cash, invest less, and face persistent gender wealth gaps; the gender investment...
Investments Wealth
picture-3
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
blog-grenade-money-image
The Pensions IHT Grenade
From 6 April 2027, most unused pension funds and death benefits will be pulled into the...
Pensions Wealth
See All

White Papers

See All
The Customer Strikes Back – Coming Soon
Featured Whitepaper

The Customer Strikes Back – Coming Soon

Customers are already using AI to manage money, automate interactions and challenge decisions, shifting control away from financial providers. Firms now need to redesign services for a world where AI agents and humans interact side by side, while maintaining trust and transparency.
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…
Click Here to View
Complaints: Going for Gold
Featured Whitepaper
Complaints: Going for Gold
With so many other challenges facing the wealth management sector,…
Click Here to View
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…
Click Here to View
See All

Podcasts & Webinars

See All

International Women’s Day
A quick spotlight on eventer Kirsty Chabert as she shares her insights on balancing elite...
Watch Video

 

Simplify Sessions – Enabling FPR doesn’t have to break the bank
In this podcast Jo Fulford, Nina Cherry, and Natasha Bridgewater share their thoughts on the...
Watch Video

Nick Clarke – Welcome to Simplify
Watch Video

News

See All
investment-week-logo
Deep Dive: Increased demand for personalisation masks value concerns
Investment Week: Practice Director, Michael James shares his thoughts on how competition and consolidation is...
pa-adviser-news-wordpress
Future of data architecture: Where we’re going, we need roads….
PA Adviser: Consultant, Antonietta Price shares her thoughts on how shifting data architecture can enable...
citywire
M&G Wealth platform boss joins consultancy’s board
Citywire: M&G Wealth Platform CEO Richard Denning has joined Simplify Consulting as a non-executive director....