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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Closing the Gender Pension Gap
When discussing financial equity, the gender pension gap can often get overlooked. On average women...
Pension
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The Next Industry Fix – Avoided?
The Next Industry Fix – Avoided? Following the ‘Dear CEO’ letters issued to 20 of...
Consumer Duty
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The Pensions Ticking Time Bomb
How do you explain a workplace pension to someone entering the world of employment for...
Pension
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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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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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Simplify Podcast 32: 2025 Outlook with Ludwig Bull
In this podcast, Lead Consultant Dom House speaks to Ludwig Bull CEO & Founder of...
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Simplify Podcast 31: 2025 Outlook with Chloe Stuttard
In this podcast, Chief of Staff Matt Short speaks to Chloe Stuttard Director of Customer...
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News

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IWD We could have had it all
IFA Magazine: Giang Hughes writes for International Women's Day reflecting on the progress made towards...
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How the wealth industry can tackle the gender pensions gap.
#IWD25 | How the wealth industry can tackle the Gender Pension Gap, according to Kirstin...
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Industry needs to be proactive not reactive to vulnerability
Following the FCA's vulnerable customer research, which revealed that only 40% of vulnerable customers disclosed...