15 October 2024 You can lead a horse to water…increasing pension engagement The recently published ‘Lessons on Pensions Engagement’ research from the DWP is a positive demonstration... Pension
14 October 2024 Joining the vulnerabilities dots… Customer vulnerabilities are a hot topic under Consumer Duty. The FCA wants better consumer outcomes... Consumer Duty
11 October 2024 Delivering the Consumer Support Outcome One of the most striking elements of the Consumer Duty is that for the first... Consumer Duty
10 October 2024 Prioritising Mental Health in the Workplace Today, 10th October, we celebrate World Mental Health Day. The theme set by the World... Latest News
09 October 2024 Measuring Success: Return on Loyalty vs Return on Investment? The crux of the issue is this; despite all of the technology advancement across industry... Investments
02 October 2024 Transforming Contact Centres with AI: A New Era As customer contact centres in the wealth industry grapple with numerous obstacles, service providers are... Latest News
27 August 2024 The Journey to IMpower Incorporating FundForum Just over a month ago, I represented Simplify Consulting as a speaker at the IMpower... Latest News
19 August 2024 Is Hyper-Personalisation in Client Segregation Inevitable? Clients are growing up in a rapidly evolving digital environment where they expect the same... Latest News
16 July 2024 Cause and Effect – Ongoing Advice The latest news that Quilter have been invited to partake in a skilled person review... Advice
