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
28 May 2024 Wealthy Mind, Healthy Body: Nurturing Financial Well-Being Last week was Mental Health Awareness week, a key week in the year which promotes... CSR
13 May 2024 Financial Well-Being: The big taboo of personal finances. This week is Mental Health Awareness Week promoting discussion and awareness of mental health, tackling... CSR
30 April 2024 Building Trust: How wealth providers can boost data sharing and better outcomes for customers The wealth management industry is focused on shifting towards a data-driven landscape, exploring new ways... Latest News
