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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What can wealth firms do to create customer controlled experiences?
What can wealth management firms do to create Customer Controlled Experiences? The shift to a...
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How should industry prepare for the implementation of the pensions dashboard?
How should industry prepare for the implementation of the pensions dashboard In January 2025, it...
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Supporting the Invisible: Recap of our Vulnerability Campaign
Over the past few weeks, we’ve been proud to lead an important conversation through our...

White Papers

Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Complaints: Going for Gold
Making Waves: Exploring the Future of Wealth Operations
Re-inventing Annuities: ‘Mix and Match’ innovative retirement income

Podcasts & Webinars

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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FCA leads international crack down on illegal finfluencers
FT Adviser: Giang Hughes provides commentary on the Financial Conduct Authority joining forces with regulators...
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Consumer Duty: Wealth managers must do more to protect vulnerable customers
PA Adviser: Consultant Natasha Bridgewater shares her thoughts on The Vulnerability Review undertaken by the...
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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...