15 April 2025 The Real Impact of Agile: Transforming Change in the AI Era. Born out of the need for flexibility, speed, and consistency, Agile has given us... Tech and AI
24 March 2025 Closing the Gender Pension Gap When discussing financial equity, the gender pension gap can often get overlooked. On average women... Pension
17 March 2025 The Next Industry Fix – Avoided? The Next Industry Fix – Avoided? Following the ‘Dear CEO’ letters issued to 20 of... Consumer Duty
21 January 2025 Tick tock, tick tock, TikTok – is time running out for traditional advice channels? There has been a rise of a new intermediary between financial institutions and its consumers... Advice
14 October 2024 Joining the vulnerabilities dots… Customer vulnerabilities are a hot topic under Consumer Duty. The FCA wants better consumer outcomes... Consumer Duty
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
10 July 2024 Challenges of the British ISA With the possibility of a British ISA being launched later this year, and the consultation... Investments
