Insights & Events

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

Latest Insights

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Transfers: Why Are We Still Making It So Hard?
Transfers: Why Are We Still Making It So Hard? If there’s one thing that’s followed...
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Bain Capital to Acquire Jensten Group, a Leading UK Insurance Distribution Platform
2025 continues to see further acquisition opportunities in the insurance market, with news recently of...

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

Rachel Allen – Welcome to Simplify
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Nick Clarke – Welcome to Simplify
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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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News

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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....
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Don’t neglect the human touch in favour of AI?
Money Marketing: Head of Frameworks: Dominic House argues that while artificial intelligence offers efficiency gains...
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The art and science to embedding acquisitions effectively
Wealth DFM: Co-Director, Carl Woodward explores how wealth management firms can effectively integrate acquisitions by...