09 November 2023 What is the future for PMO? Aneta Murdza Wealth Consultant .. The objective of the PMO is to support the business... Latest News
17 October 2023 What is Future of Advice? Future of Advice is a collaboration of local advisers, universities, Simplify Consulting and The Personal... Latest News
23 August 2023 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),... Latest News
26 July 2023 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... Latest News
13 July 2023 Transfers: Where do we go from here? Listening in at the Big Picture conference recently and in some of our CX interviews... Latest News
28 June 2023 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... Latest News
21 June 2023 Preparing for UK SDR in Client Reporting The upcoming UK Sustainability Disclosure Requirements (SDR) will have an impact on what information asset... Latest News
12 June 2023 Wealth Ops: Live! SIMPLIFY CONSULTING HOSTS FIRST EVER CONFERENCE FOR WEALTH OPERATIONS LEADERS Wealth Ops: Live! will address... Latest News
08 June 2023 COP 27 – is it enough? COP 27 took place at the end of 2021, bringing governments, businesses, and civil society... Latest News
