Insights & Events

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

Events

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

Latest Insights

awomanisholdingaglassjar-apiggybankwith-2
Closing the Gender Pension Gap
When discussing financial equity, the gender pension gap can often get overlooked. On average women...
markus-winkler-afw1hht0nss-unsplash
The Next Industry Fix – Avoided?
The Next Industry Fix – Avoided? Following the ‘Dear CEO’ letters issued to 20 of...
clocks
The Pensions Ticking Time Bomb
How do you explain a workplace pension to someone entering the world of employment for...

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

Simplify Podcast 33: Tech(no) Women
Gillian Hepburn, Commercial Director, at Benchmark Capital, Cristel Haley, Director of Emerald Analytics and Emma...
Watch Video

Simplify Podcast 32: 2025 Outlook with Ludwig Bull
In this podcast, Lead Consultant Dom House speaks to Ludwig Bull CEO & Founder of...
Watch Video

Simplify Podcast 31: 2025 Outlook with Chloe Stuttard
In this podcast, Chief of Staff Matt Short speaks to Chloe Stuttard Director of Customer...
Watch Video

News

samantha-sophia-l4rl-cudrdi-unsplash
IWD We could have had it all
IFA Magazine: Giang Hughes writes for International Women's Day reflecting on the progress made towards...
awomanisholdingaglassjar-apiggybankwith-2
How the wealth industry can tackle the gender pensions gap.
#IWD25 | How the wealth industry can tackle the Gender Pension Gap, according to Kirstin...
diversepeoplesitatdeskinofficemalerealtormake
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...