Simplify Blogs
Vulnerability Campaign: Utilising tech and AI
Natasha Bridgewater Wealth Consultant
Vulnerability Campaign: Customer-Centric Process Design
Well-known and hotly anticipated regulation changes this year saw the pre-existing Vulnerable Customer Guidance form part of a new Consumer Duty. The regulatory changes [...]
The Evolving Advice Journey
Artificial Intelligence (AI) has become a common software being adopted across a wide breadth of industries where processes are enhanced using technology, replacing humans [...]
What is the future for PMO?
.. The objective of the PMO is to support the business to deliver and implement change successfully. Whilst organisations grow, the scale, [...]
What is Future of Advice?
Future of Advice is a collaboration of local advisers, universities, Simplify Consulting and The Personal Finance Society (PFS) whose key aim is to add [...]
How “Sustainable” is your Pension?
.. As the demographic of investors gets younger the focus on impact investing increases. This is investing not solely focused on receiving [...]
Are Investment Providers Profiteering by Not Passing on Better Base Rate Changes?
After a period of continuous rises in interest rates by the Bank of England (BoE), which has seen it reach its highest level since [...]
Are you in Control?
The control environment protects customers and the business from risk. More than a safety net, it prevents issues from occurring avoiding customer detriment, financial [...]
Do customers really understand what type of advice they sign up for? Does it matter?
The advice landscape is quite complex with varying levels of independence a customer is exposed to, depending on the firm and their proposition. From [...]
Transfers: Where do we go from here?
Listening in at the Big Picture conference recently and in some of our CX interviews with senior leaders in Wealth Operations over the past [...]
Simplify Associate Network
At Simplify Consulting our Associate Pool continues to be an integral part of our business, enabling our ability to deliver on client commitments, whilst [...]
Transfers: Will Consumer Duty be the STAR of the show?
The transfer market has been a rapidly evolving space in the financial services industry over the past few years. COVID-19 forcing the change to [...]