06 October 2025 The Coffee Debate: What It Taught Me About Mass Personalisation in Financial Services The Coffee Debate: What It Taught Me About Mass Personalisation in Financial Services The most... Wealth
22 September 2025 A review of recent FCA Market Study for UK pure protection market and what we may expect come the end of the year… Dan Martin, Lead Consultant at Simplify Consulting explores recent FCA Market Study for UK pure... Insurance
17 September 2025 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... Wealth
15 September 2025 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... Insurance
17 June 2025 What can wealth firms do to create customer controlled experiences? What can wealth management firms do to create Customer Controlled Experiences? The shift to a... Consumer Duty
13 June 2025 How should industry prepare for the implementation of the pensions dashboard? How should industry prepare for the implementation of the pensions dashboard In January 2025, it... Pension
19 May 2025 Advancing Financial Inclusion in the UK Wealth Industry With the FCA’s recent Financial Lives survey finding that a quarter of UK adults have... Consumer Duty
13 May 2025 What are the benefits to analysing the target market and customer base? The FCA’s Vulnerability Review has given us some much-needed insight into how well firms are... Consumer Duty
02 May 2025 How will I know my customer is vulnerable? How will I know my customer is vulnerable?… The FCA’s recent Vulnerability Review highlighted that... Consumer Duty
