24 February 2026 When Digital Meets Paper: Two Very Different Name Changes You can build or lose real customer trust in a single transaction. I recently changed... Technology Wealth
19 February 2026 The Pensions IHT Grenade From 6 April 2027, most unused pension funds and death benefits will be pulled into the... Pensions Wealth
09 February 2026 Technology – Wins & Worries Whilst I remain positive – I do have some worries for 2026 This week we... Tech and AI Technology
08 December 2025 Could Digital Pensions Dashboards ease the burden of estate administration for executors? Whilst work began on the UKs first pensions dashboard many years ago, 2025 has seen... Pensions Wealth
03 December 2025 Pensions Dashboards: The Operations Cliff Edge is Coming! The Countdown Begins It is less than a year until all in-scope schemes need to... Pensions Wealth
12 November 2025 The Association of Financial Mutuals 2025 Conference: Mutuals – The Original Modern With just over a month on, we reflect on what was another great conference for... Insurance
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
