Simplify Blogs
The challenge of Legacy Tech – the old excuse?
It’s no secret that much of the Wealth Management industry is still reliant on Legacy Tech. High cost of ownership, declining books and low [...]
What’s the future of offshoring; four considerations
.. Offshoring has long been a cornerstone strategy for optimising operational costs, reducing risk, and accessing diverse skill sets. However, due to [...]
Platforms – Ready for Disruption?
.. The last year has seen many prophecies about the future of platforms, and whether new entrants pose a threat to the [...]
What are the benefits of AI in Wealth Operations?
Back in October, during our Wealth Ops: Live! event, we were joined by industry experts Chanelle Pattinson, skilled product manager in fintech, and Nick [...]
Assessment of Value: Investor Impacts
In August 2023 the FCA published their latest report¹ after visiting 14 Asset Fund Managers (AFMs) to review their Assessment of Value (AoV) processes. [...]
Value for Money – Will it make a difference?
Following on from my colleague Nina Cherry’s blog recently focusing on the consultation and proposed roll out of Value for Money for DC pension [...]
Fair Value is more than just Monetary
.. On the 8th of November the FCA issued a strongly worded letter to the CEOs of Wealth Management firms1 re-outlining their [...]
VFM – Getting the Ball Rolling
Since the Value For Money (VFM) consultation response was jointly issued by the Department for Work and Pensions (DWP) and The Pensions Regulator (TPR) [...]
Operations and IT in the face of change
Our recent Wealth Ops: Live! Conference in October looked at the changing face of wealth operations and how organisations are utilising advances in technology [...]
AI: Invisible or Not….
At our Wealth Ops: Live! event in October we had a fascinating discussion with Nick Eatock and Channelle Pattinson regarding the future impact of [...]
Future of the Wealth Ops Workforce
Over the last few weeks, there has been the publication of Simplify Consulting’s Whitepaper, “Making Waves: Exploring the future of Wealth Operations” and the [...]