25 September 2026 A Year Is a Long Time in Insurance: Designing a Transition State That Customers and Brokers Can Live With A transition state that lasts twelve months can shape customer service, broker relationships and operating... Advice Technology Wealth
23 September 2026 The Real Impact of Dual Running: Higher Costs, Operational Pressure and Broker Friction Dual running is often treated as a temporary and manageable consequence of insurance platform migration.... Advice Technology
21 September 2026 The Insurance Migration Trade-off: Reducing Go-Live Risk Without Creating Years of Complexity An insurance migration strategy designed to reduce go-live risk can leave the business carrying higher... Advice Insurance Wealth
18 September 2026 If Members Can’t Access Their Pension in Under Two Minutes, We’ve Got a Problem Every Pension Awareness Week, the industry focuses on getting people to engage with their pension.... Advice Pensions Wealth
16 September 2026 You Can Lead a Horse to Water… A pension statement lands on the doorstep…..It’s placed on the kitchen table….A few days later,... Pensions Wealth
14 September 2026 What Gen Z Really Thinks About Pensions The pensions industry has developed a habit of talking about younger savers as though they... Advice Pensions Wealth
01 September 2026 When Customer Communications Become a Source of Risk – Not Reassurance For many financial services firms, customer correspondence is one of the most persistent and under‑managed... Latest News
27 August 2026 The correspondence challenge hiding in plain sight Most organisations know about the obvious communications: statements, policy renewals and onboarding packs. But what... Complaints Latest News Tech and AI
20 August 2026 AI in Complaints: Are Firms Keeping Up? The use of AI in our day to day continues to rise, from the use... Advice Complaints Tech and AI
10 August 2026 2027 will expose which firms are serious about ISA reform and which aren’t In this final instalment, attention turns to the practical challenge of operationalising the changes brought... Advice Investments Wealth
07 August 2026 Stop chasing autonomous agents. Agents are getting all the press, and rightly so. They promise something genuinely different. End-to-end... Advice Tech and AI
05 August 2026 Would You Still Use AI If Every Question Had a Price Tag? The question isn’t whether AI is useful. It clearly is. The better question is whether we would... Advice Tech and AI
31 July 2026 The hidden cost of AI starts after the demo AI looks cheap in a pilot. That’s the problem. Pilots lie. They are controlled experiments... Advice Tech and AI
29 July 2026 ISA Reform – The Risks for Providers As covered in our last segment on ISA reform, there are many opportunities for product... Investments Wealth
24 July 2026 The best AI use cases are smaller than people think There’s a common misunderstanding about how AI creates value in financial services. It doesn’t come... Advice Tech and AI
23 July 2026 ISA Reform – Opportunities: Providers as Educators In the previous post, it was acknowledged that ISA reforms may not be widely welcomed... Investments Wealth
17 July 2026 Automation is the unsexy answer nobody wants to sell There’s an awkward truth behind most AI strategy conversations. For a large proportion of financial... Advice Tech and AI
15 July 2026 ISA Reforms – Reduced Choice, Increased Risk and Uncertain Outcomes Despite the stated objectives behind ISA reforms, significant concerns remain about their practical impact on... Investments Wealth
10 July 2026 More AI won’t fix a broken process There’s a clear pattern emerging across financial services. Shareholders expect AI to reduce cost. Leaders... Advice Tech and AI
07 July 2026 ISA Reforms – Driving Investment and Long-Term Growth ISA reforms, due in April 2027 and supported by the government’s ‘Savvy the Squirrel’ campaign... Investments Wealth
17 June 2026 AI ROI. Why 90‑day pilots beat 2‑year bets, and where they fall short There are two approaches to AI investment emerging in financial services. The first is the... Advice Investments Wealth
15 June 2026 Removing Redundant Processes in the Digital Age In an era defined by rapid technological advancement and digital transformation, outdated practices still persist... Advice Wealth
27 May 2026 FCA Simplified Advice – Are we sleepwalking into remediation? What Simplified Advice Means The Financial Conduct Authority (FCA) has been working to make financial... Advice Wealth
11 May 2026 Don’t Let Legacy Data Be an Innovation Blocker: Customers Deserve Better Across Wealth Management, firms are racing toward digitisation, innovation, and AI adoption all for efficiency,... Advice Wealth
01 April 2026 Cutting the Cash ISA limit could Be a win for women, if Providers step up Women hold more cash, invest less, and face persistent gender wealth gaps; the gender investment... Investments Wealth
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
20 November 2025 Women and Wealth: Empowering women to manage their wealth with confidence Women and Wealth: Empowering women to manage their wealth with confidence Have you ever heard... Latest News Wealth
18 November 2025 Simplify Consulting strengthens leadership team with appointment of Mark Andrews and Michael James as Practice Directors Financial services management consultancy Simplify Consulting (“Simplify”) has announced the appointment of Mark Andrews and... Latest News
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
12 November 2025 Future of Data Architecture – Where we are going, we need roads… If you are brave enough to drive in London, you will be all too familiar... Tech and AI Wealth
22 October 2025 Cloud Hedging: What the AWS Outage Taught Us About Resilience Cloud Hedging: What the AWS Outage Taught Us About Resilience This week, AWS had a... Ops Resilience Technology
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
16 September 2025 Simplify Consulting launches Insurance, Technology and Asset Management practices and appoints two Non-Executive Directors Simplify Consulting launches Insurance, Technology and Asset Management practices and appoints two Non-Executive Directors M&G... Advice Complaints Consumer Duty Insurance Investments Ops Resilience Pension Technology 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
26 August 2025 Standardised or Personalised? Why Model Portfolios Are Thriving in a Customisation-Driven Era As younger, values-driven investors seek personalised options, it might seem surprising that Model Portfolio Services... Advice Investments Wealth
06 August 2025 Common Sense Isn’t Always Common Practice: Why Good Customer Outcomes Require Cross-Functional Collaboration The Financial Conduct Authority’s latest review into firms’ approaches to the Consumer Duty’s support outcome... Consumer Duty Wealth
05 August 2025 How can firms improve consumer engagement with wealth products? Over the years the wealth management industry has been hindered by excessive regulation. It has... Wealth
21 July 2025 Business, Data, Application & Technology Architecture: A Comprehensive Guide In our previous article, we explored the different levels of IT architecture – Enterprise, Solution,... Tech and AI
17 July 2025 Mansion House Speech Response Like many of us, are you feeling inspired after the Chancellor’s Mansion House speech, with... Latest News
17 July 2025 Architecture: Beyond Bricks and Mortar, Guiding Principles for Your IT Solutions Have you ever wondered what the difference is between Enterprise, Solution & Software Architecture? As... Tech and AI
25 June 2025 How Tech can transform Adviser workflows How Technology Can Transform Adviser Workflows In an industry driven by efficiency and accuracy, financial... Advice Tech and AI
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
21 May 2025 Supporting the Invisible: Recap of our Vulnerability Campaign Over the past few weeks, we’ve been proud to lead an important conversation through our... Uncategorized
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
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
10 April 2025 What replaces Robo-advice? What replaces Robo-advice? Confronted with a choice of airlines between a fully automated pilot with... Advice
31 March 2025 Death of the Day Rate Day rate contracting has been around for some time and is synonymous with consultancy work,... Latest News
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
04 February 2025 The Pensions Ticking Time Bomb How do you explain a workplace pension to someone entering the world of employment for... Pension
28 January 2025 The role of behavioural analysis in supporting Consumer Duty Behavioural analysis looks at how customers behave and why and has traditionally been used as... 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
04 December 2024 Change is Coming With the news landing last month of the Government’s planned Employment Rights Bill and the... Legislation
28 November 2024 Embedding Operational Resilience In this next instalment of our ‘Prepare, Protect, Prevent’ Operational Resilience (OR) campaign, we explore... Ops Resilience
26 November 2024 Operational Resilience: Striking the Balance with Outsourcers Outsourcers form the mainstay of many customer operations models and enable firms to focus on activities better... Ops Resilience
11 November 2024 How to harness complaints to drive better customer outcomes The introduction of the Consumer Duty has put increased pressure on wealth firms to ensure... Complaints
15 October 2024 You can lead a horse to water…increasing pension engagement The recently published ‘Lessons on Pensions Engagement’ research from the DWP is a positive demonstration... Pension
14 October 2024 Joining the vulnerabilities dots… Customer vulnerabilities are a hot topic under Consumer Duty. The FCA wants better consumer outcomes... Consumer Duty
11 October 2024 Delivering the Consumer Support Outcome One of the most striking elements of the Consumer Duty is that for the first... Consumer Duty
10 October 2024 Prioritising Mental Health in the Workplace Today, 10th October, we celebrate World Mental Health Day. The theme set by the World... Latest News
09 October 2024 Measuring Success: Return on Loyalty vs Return on Investment? The crux of the issue is this; despite all of the technology advancement across industry... Investments
02 October 2024 Transforming Contact Centres with AI: A New Era As customer contact centres in the wealth industry grapple with numerous obstacles, service providers are... Latest News
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
23 May 2024 Behind The Scenes With AI There is no doubt that we have only glimpsed Artificial Intelligence’s (AI) potential, but what... Latest News
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
23 April 2024 Consumer Duty: Closed Products Shouldn’t Have to Compete When the FCA initially announced that closed products would be given an extra year to... Consumer Duty
16 April 2024 Transforming the Wealth Operations Workforce for the Future Financial Services is big business with over 2.5 million people in the UK working in... Ops Resilience
03 April 2024 Advice Guidance Boundary Review – More Shades of Grey? With the consultation period for the FCA Policy Paper on ‘Advice Guidance Boundary Review proposals... Advice
08 March 2024 International Women’s Day. Not just for one day. The focus on women’s advancement can’t just be limited to one day, whether it’s International... Latest News
27 February 2024 The challenge of Legacy Tech – the old excuse? It’s no secret that much of the Wealth Management industry is still reliant on Legacy... Latest News
16 February 2024 What’s the future of offshoring; four considerations Chris Lamb Wealth Consultant .. Offshoring has long been a cornerstone strategy for optimising operational... Latest News
16 February 2024 Platforms – Ready for Disruption? Dom House Lead Consultant .. The last year has seen many prophecies about the future... Latest News
08 February 2024 What are the benefits of AI in Wealth Operations? Back in October, during our Wealth Ops: Live! event, we were joined by industry experts... Latest News
15 January 2024 Assessment of Value: Investor Impacts In August 2023 the FCA published their latest report¹ after visiting 14 Asset Fund Managers... Latest News
12 January 2024 Value for Money – Will it make a difference? Following on from my colleague Nina Cherry’s blog recently focusing on the consultation and proposed... Latest News
11 January 2024 Fair Value is more than just Monetary Complaints During covid the level of complaints significantly dropped across all products as customers were... Latest News
10 January 2024 VFM – Getting the Ball Rolling Since the Value For Money (VFM) consultation response was jointly issued by the Department for... Latest News
04 January 2024 Operations and IT in the face of change Our recent Wealth Ops: Live! Conference in October looked at the changing face of wealth... Latest News
02 January 2024 Simplify 2024 Outlook [pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2023/12/Simplify-Outlook-2024.pdf” title=”Simplify Outlook 2024″] Latest News
06 December 2023 AI: Invisible or Not…. At our Wealth Ops: Live! event in October we had a fascinating discussion with Nick... Latest News
05 December 2023 Future of the Wealth Ops Workforce Over the last few weeks, there has been the publication of Simplify Consulting’s Whitepaper, “Making... Latest News
20 November 2023 Vulnerability Campaign: Customer-Centric Process Design Well-known and hotly anticipated regulation changes this year saw the pre-existing Vulnerable Customer Guidance form... Latest News
13 November 2023 The Evolving Advice Journey Artificial Intelligence (AI) has become a common software being adopted across a wide breadth of... Advice
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
11 September 2023 How “Sustainable” is your Pension? Mike Penny Consultant .. As the demographic of investors gets younger the focus on impact... 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
09 August 2023 Are you in Control? The control environment protects customers and the business from risk. More than a safety net,... 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
03 July 2023 Simplify Associate Network At Simplify Consulting our Associate Pool continues to be an integral part of our business,... 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
19 May 2023 The Big Interview Following the manifesto from our whitepaper ‘Change starts with bravery’ we wanted to focus our... Latest News
12 April 2023 Blockchain in Wealth The industry disrupter, the future, the next everything. Blockchain has been hyped ever since it... Latest News
05 April 2023 Will Consumer Duty put restricted advice propositions under pressure? How important is independence when seeking advice? When we look for advice, we are likely... Latest News
21 March 2023 Taking small steps to make big change The first three months are finally behind us and resolutions made at New Year have... Latest News
16 March 2023 Consumer Duty: Are You Ready? As we approach the Consumer Duty deadline, attention should already be on the interactions with... Latest News
13 February 2023 Advisers and the Advice Gap: What’s the Answer? Over the past 10 years the adviser community has come under increasing pressure from a... Latest News
08 February 2023 How men can act as allies in support of gender equality In 2022 Simplify Consulting wrote a whitepaper The Gender Gap: Change Starts With Bravery which... Latest News
03 February 2023 Why Consumer Duty may trigger more innovation focussed on the customer 2023 may well be the year of the consumer for wealth management. The new Consumer... Latest News
19 January 2023 Elevate Your Strategy with a Visually Dynamic Operating Model An operating model is the blueprint of an organisation’s processes, roles, and responsibilities. It defines... Latest News
17 January 2023 Meet the Team – Emma Norris Head of Portfolio Meet the Simplify Consultant: In a series of interviews, we will introduce you to the... Latest News
05 January 2023 Simplify directors Kate and Carl look ahead to 2023 Welcome to our interview with Kate Monserrate and Carl Woodward, co-founders and directors of Simplify... Latest News
07 December 2022 For an industry focused on assets, why is resource so undervalued? Mike Penny Consultant .. Operations is unlike most other business functions. It does not directly... Latest News
05 December 2022 Financial Services in Schools Following the calls to action from our recent white paper – Change starts with bravery... Latest News
01 December 2022 Are Your Processes Out Of Control? Jayne Brown Lead Consultant .. It’s a natural reaction, when something goes wrong, to try... Latest News
29 November 2022 Simplify Consulting achieve Gold CSR Accreditation At Simplify Consulting we work hard to look after our environment and help people. We... Latest News
18 November 2022 International Men’s Day 2022 At Simplify Consulting we are proud to be supporting International Men’s Day. On November 19th... Latest News
15 November 2022 Meet the Team – Natasha Birchall Wealth Consultant Meet the Simplify Consultant: In a series of interviews, we will introduce you to the... Latest News
09 November 2022 Talk Money Week – Let’s Talk Credit vs Investments Credit vs Investments It’s fair to say that the last couple of months have been... Latest News
07 November 2022 Simplicity is complicated Simplicity is a core value at Simplify. We strive to embed Simplicity in everything we... Latest News
27 October 2022 Simplify’s Associate Network It continues to be a buoyant market in the Wealth and Asset Management change space... Latest News
04 October 2022 Is there a dark cloud hanging over your sustainability policy? A lot has been written about ESG and how you evidence to customers that it’s... Latest News
30 September 2022 IR35 Isn’t being Abolished Many of you will have seen the recent announcement that changes to the IR35 legislation... Latest News
06 September 2022 Consumer Duty – Delivering the Changes As part of our series on the Consumer Duty act, we’ve discussed the different aspects... Latest News
01 September 2022 Calls to action to close the gender gap in financial services It’s 2022 and we should be operating in a time where there is equality in... Latest News
25 August 2022 Consumer Duty Part 4: Compliance and Oversight In the fourth part of our series on the Consumer Duty, we look at how... Latest News
22 August 2022 Breaking the gender bias requires bravery It’s 2022 and we should be operating in a time where there is equality in... Latest News
18 August 2022 Consumer Duty – Better Service for Better Customer Outcomes In the third part of our series on the Consumer Duty, we look at how... Latest News
15 August 2022 Women in FS continue to be penalised for life events It’s 2022 and we should be operating in a time where there is equality in... Latest News
11 August 2022 Consumer Duty – Consumer Understanding Consumer Duty – Customer Communications In the second part of our series on the Consumer... Latest News
08 August 2022 Schooling away the gender bias It’s 2022 and we should be operating in a time where there is equality in... Latest News
05 August 2022 Consumer Duty – Ensuring Effective Product Management Consumer Duty – Ensuring Effective Product Management In the first of our series on the... Latest News
03 August 2022 Charity begins…..in the workplace? It won’t have escaped anyone that ‘charity’ is really important to us at Simplify. Whether... Latest News
29 July 2022 The Operations Sat-Nav The benefits of having an accurate, holistic, and accessible view of your operation functions across... Latest News
30 June 2022 Inflating Cost or Service? How to survive the margin squeeze Inflating Cost or Service? How to survive the margin squeeze Now more than ever, a... Latest News
24 June 2022 Is Wealth Ready for the Return of Interest Rates? Is Wealth Ready for the Return of Interest Rates? The UK is currently experiencing the... Latest News
06 June 2022 Meet the Team – Matt Short Business Manager In a series of interviews, we will introduce you to the consultants from the Simplify... Latest News
26 May 2022 OPINION: Democratisation of Investment Solutions – Is investing just for the rich? democracy noun UK /dɪˈmɒkrəsi/ a situation, system, or organisation in which everyone has equal rights... Latest News
20 May 2022 It is ALL important! Prioritisation of change is something that I have worked on for many years. I have... Latest News
13 May 2022 The Pension Nudge – A welcomed change or another barrier? Following 2014’s Pension Freedom regulations, the government launched Pensionwise. It’s a free and impartial guidance... Latest News
09 May 2022 Investing in our Mental Wealth Mental Health Awareness Week takes place from 9th – 15 May 2022 and Solent Mind... Latest News
06 May 2022 Nudge, Nudge – Wink, Wink Yet another set of new rules could spell problems for the pensions industry this summer... Latest News
29 April 2022 One size does not fit all – adapting and thriving under the FCAs Operational Resilience rules Dom House Lead Consultant .. The FCA Operational Resilience rules came into effect from the... Latest News
27 April 2022 Is domain knowledge necessary to be a successful Project Manager? Is domain knowledge a pre-requisite to being a successful project manager in today’s wealth management... Latest News
19 April 2022 Meet the Team – Richard Shearwood Wealth Consultant In a series of interviews, we will introduce you to the consultants from the Simplify... Latest News
12 April 2022 What is it with the Stocks & Shares ISA? As a new tax year begins, we look at why people aren’t getting enough from... Latest News
08 April 2022 Defibrillator’s make all the difference Every year 30,000 people have a cardiac arrest outside of the hospital environment, a statistic... Latest News
05 April 2022 Simplify Academy Programme – Six months in In October 2021 Simplify Consulting launched our first cohort of our new Academy Programme, whereby... Latest News
30 March 2022 Bereavement Processing – First Contact Between 1.5m and 2m people suffer a close bereavement each year. Yet, bereavement processing within... Latest News
10 March 2022 Drawing the Line Over the past few weeks, events in Ukraine and the increased focus on Russia has... Latest News
10 March 2022 Treating Vulnerable Customers Fairly: As words slowly turn into action, do firms have the right business models to recognise vulnerable customers? It’s now been 1 year since the FCA published their final guidance on the fair... Latest News
01 March 2022 Meet the Team – Nina Cherry Wealth Consultant In a series of interviews, we will introduce you to the consultants from the Simplify... Latest News
14 February 2022 Top Tips – Working Group Steering Group and Working Group are the two most important forums on projects and play... Latest News
10 February 2022 Meet the Team – Jayne Brown Lead Consultant In a series of short discussions, we will introduce you to the consultants from the... Latest News
01 February 2022 Optimising Operational Functions Carl Woodward Director .. Optimising Operational functions for our clients is one of our core... Latest News
27 January 2022 How People React To Change Change in business can provide many different benefits. Improvements to processes and systems, automation of... Latest News
18 January 2022 Look ahead to 2022 Dom House Lead Consultant .. I’m slightly delayed in writing this blog looking ahead to... Latest News
14 January 2022 Top Tips for Steering Committees Steering committees, (often called Steer Co’s or Steering Groups) are an essential part of... Latest News
04 January 2022 Meet the Directors – Kate Monserrate & Carl Woodward In a series of interviews, we will introduce you to members from the Simplify Consulting... Latest News
14 December 2021 Top Tips – Project Reporting Top Tips for Project Reporting The importance of reporting as a communication tool should not... Latest News
02 December 2021 Top Tips – Lessons Learned Lessons learned can be a significant contributor to the overall success of a project. The... Latest News
30 November 2021 Never invest in something you don’t understand The Importance of Financial Advisors. Most of us encounter circumstances in life where we need... Latest News
18 November 2021 Join Simplify’s Associate Network Matt Short Business Manager .. Simplify Consulting is a Consultancy firm that operates in the... Latest News
15 November 2021 Meet the Team – Chris Lamb Wealth Consultant In a series of interviews, we will introduce you to the consultants from the Simplify... Latest News
11 November 2021 Why Women Should Invest Natasha Birchall Wealth Consultant It’s apparent that when it comes to investing, not many women... Latest News
10 November 2021 Traditional face to face advice will disappear? In our team meeting last week, we “forced” a debate (in a nice /... Latest News
08 November 2021 Simplify Consulting Announces new Non-Executive Director Simplify Consulting are pleased to announce the appointment of Graham Hutchings as Non-Executive Director. Graham... Latest News
04 November 2021 Short, Sharp, Engagements Jayne Brown Lead Consultant .. There can sometimes be the misconception, and certainly the case... Latest News
02 November 2021 Post Budget: ISA Subscriptions Carl Woodward Director .. Last week, my colleague Dom House speculated upon the outcome of... Latest News
28 October 2021 Top Tips – Project Initiation Aneta Murdza Wealth Consultant .. Project initiation sets the foundations for successful delivery of a... Latest News
27 October 2021 Meet the Team – Aneta Murdza Wealth Consultant In a series of interviews, we will introduce you to the consultants from the Simplify... Latest News
21 October 2021 Autumn Budget – How Will It Impact Retail Investments? Dom House Lead Consultant .. The introduction of a twice yearly budget has seemed to... Latest News
18 October 2021 Meet the Team – Dom House Lead Consultant In a series of short discussions, we will introduce you to the consultants from the... Latest News
11 October 2021 Simplify Academy Programme – Week One Simplify Consulting launched our 3-year Academy Programme to develop Junior Consultants into Wealth Consultants of... Latest News
06 October 2021 My first week in Business Support Kirstin Brooks Business Support Manager .. After working at a large secondary school in Poole... Latest News
14 September 2021 The Outsourcing Fundamentals Chris Lamb Wealth Consultant .. Outsourcing is the process of moving tasks, operations, processes, or... Latest News
02 September 2021 Simplify Consulting & Sustainability Corporate and Social Responsibility (CSR) is a broad concept and can take many forms and... Latest News
23 August 2021 Top Tips for Risk and Issue Management Do you provide enough focus to risk and issue management on your project, to... Latest News
19 August 2021 Team Simplify Giang Hughes Business Support Manager .. With the restrictions lifting and many months of working... Latest News
12 August 2021 Picking the Right Methodology Carl Woodward Director .. A few years ago, I was actively involved in a Lean... Latest News
02 August 2021 Cyber Security in Asset and Wealth Management When most people think about cyber-attacks they will think of attacks on huge companies, like... Latest News
26 July 2021 Top Tips for Project Governance and Controls A feeling of things being beyond our control is something we’ve all had at times... Latest News
22 July 2021 Diversity in Financial Services – Let’s get on with it! Kate Monserrate Director .. On 7th July, the FCA, PRA and Bank of England launched... Latest News
12 July 2021 Pensions Dashboards – Are you data ready? Nina Cherry Wealth Consultant .. Originally due to launch in 2019, the Pensions Dashboards programme... Latest News
02 July 2021 Confused By Choice? Jayne Brown Lead Consultant .. Have you ever been spoilt for choice? Recently I needed... Latest News
24 June 2021 Back to the office? Or forwards into the future? The Strangest of times. The past 16 months has for most of us been the... Latest News
15 June 2021 Introducing the Simplify Academy – Coming Soon Introducing the Simplify Academy We’ve been active in promoting our growth journey over the past... Latest News
28 May 2021 Is there a future for the Contact Centre? With the next generation who are more and more tech savvy wanting quick and easy... Latest News
20 May 2021 Is Wealth Management Ready For The Next Generation? .. We’re all familiar with idea of an ageing society, and the upheaval it will... Latest News
13 May 2021 Project Methodologies – Has the ‘Waterfall’ method become outdated? Sam Burrow Consultant .. As Simplify’s newest recruit, joining as a Consultant with a background... Latest News
15 April 2021 Real-Time RCSAs Kate Monserrate Director .. We work with many fantastic organisations, helping them better embed risk... Latest News
18 March 2021 Off-Payroll (IR35) Survey – The Impact On Contractors Giang Hughes Business Support As a consultancy that provides services across the wealth industry, we... Latest News
08 March 2021 Pension Contributions: The Easy Target? Carl Woodward Director .. Between 2018 and 2019 the commitment from employers to not only... Latest News
11 February 2021 A new role – in the middle of the Pandemic? Sheila Sambrook Head of Delivery .. Starting a new job, within a consultancy firm, after... Latest News
01 February 2021 Does Investment Pathways go far enough? Jayne Brown Wealth Consultant .. Drawdown pension providers have started the new year finalising their... Latest News
19 November 2020 International Men’s Day Nick Clarke Head of Frameworks .. At Simplify Consulting we are proud to support International... Latest News
28 October 2020 Tackling Correspondence Mention correspondence to many experienced professionals in Wealth Management, and they can rattle off numerous... Latest News
19 October 2020 Building the Brand Seven years in and we’re busier than ever, more clients than ever, more variety in... Latest News
23 September 2020 Will a Ban on Contingent Charging for DB Pension Transfers Result in Better Client Outcomes? It’s been a long time coming, but the ban on contingent charging for DB transfers... Latest News
14 September 2020 Work Experience – An Interview with Jay Harris This month we talked to Jay Harris, who has completed a 6-week work experience programme... Latest News
10 September 2020 Risk – at what level? We have worked with many organisations, supporting them with their risk and control environment. There... Latest News
07 September 2020 Will Notice Periods Solve the Problem of Illiquid Assets? The last year has seen attention given to the issue of providing daily dealing on... Latest News
24 August 2020 Defibrillators in the Workplace Exploring the importance of access to and usage of defibrillators in the workplace. [pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2020/08/Defibrillators-In-The-Workplace-v1.0.pdf”... Latest News
17 August 2020 Confidence is a crisis I work with so many amazing people. Capable, intelligent, insightful…and that’s just Carl One common... Latest News
06 August 2020 The Design Authority… Unpacked Here at Simplify Consulting we believe a Design Authority is a key governance forum in... Latest News
29 July 2020 New Norms – The Career Extension As I approach a milestone birthday in a few weeks, thoughts inevitably turn to what’s... Latest News
23 July 2020 New Norms – Wet Signatures Irreversible Changes In the third instalment of our “New Norms” series, we look at the evolution of... Latest News
22 July 2020 New Norms – Challenges & Opportunities in Recruitment [pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2020/07/New-Norms-Recruitment-v0.2.pdf” title=”New Norms – Recruitment v0.2″]In the 2nd instalment of our “New Norms” series... Latest News
09 July 2020 New Norms – RAPID Process Improvement… Remotely In the first installment of our “New Norms” series, we look at tackling process improvement... Latest News
01 July 2020 Our Golf Day For the past 6 years, we have organised and run a charity golf day at... Latest News
23 June 2020 Platform Transformation Are the days of major platform technology migration programmes in large scale financial services organisations... Latest News
19 June 2020 Customer Journeys With so many businesses having to re-engineer their processes to deliver services in a Covid... Latest News
04 June 2020 Seven Year Itch…? As we approach our 7 year anniversary, Carl and I always like to reflect on... Latest News
01 June 2020 Location, Location, Location Location, Location, Location….which since March 27th has been home, home, home, with no sign of... Latest News
22 May 2020 Headcount Modelling Approach Following our video on headcount modelling last week, we are sharing more details on how... Latest News
19 May 2020 Headcount Modelling Are these challenges familiar…? – Expecting to deliver more with less resources and budget –... Latest News
19 May 2020 The New Normal ESG is the new normal. Despite short term challenges, longer term ESG investor thinking will... Latest News
30 April 2020 What is the Future of Advice? What do Financial Advisors do? Professional financial advisers carry out a ‘fact find’ with a... Latest News
29 April 2020 An Interview with our Non-Exec: Warwick Clews Warwick Clews talks to us about his career in consultancy and his expanding role as... Latest News
29 April 2020 Operating Models – Reaching Peak Performance My roles over the last 7 years have largely been focused on operating model design,... Latest News
29 April 2020 Work from home. Don’t “Work from home” In the past few weeks many of our workplaces have moved from the office and... Latest News
28 April 2020 The Controls Evolution It has been amazing to see how firms across the Wealth Management industry have managed... Latest News
28 April 2020 Fighting the isolation mental health battle The Covid-19 pandemic is having a devastating effect on the world’s health, economy, travel movements... Latest News
28 April 2020 My New Job So I’ve recently started my new job. Now that I’m finding my feet, I’ve taken... Latest News
29 February 2020 Assessing Auto Enrolment The recent ‘Get Retirement Right’ report issued by TISA has found that there are an... Latest News
14 January 2020 IR35 – A Flooded Contractor Market! We are now only a few months away from the proposed changes to IR35 coming... Latest News
30 October 2019 Shortening the Skills Gap Generational Skills Gaps Global aging is undeniable with virtually every country in the world experiencing... Latest News
21 October 2019 The challenge of assessing candidates Effectively assessing candidates is a huge challenge both in terms of the time it takes... Latest News
21 October 2019 Advice or not? Having spent most of my working life in Financial Services I have built up a... Latest News
18 August 2019 Networking for the extrovert. Networking (noun): a supportive system of sharing information and services among individuals and groups having... Latest News
15 July 2019 Risk frameworks vs Risk culture Optimising the management of risk is a fundamental part of the success of every organisation.... Latest News
03 July 2019 IFAs – Are you looking for a return on investment? Simplify Consulting is proudly supporting Future of Advice. The key aim of the Programme is... Latest News
24 June 2019 Simplify Consulting Charity Golf Day raises an incredible £15,500 for Wessex Cancer Trust The Simplify Consulting Charity Golf Day has raised a record figure for charity. The annual... Latest News
24 June 2019 Are you getting the most out of Scrum…? If you don’t feel like you are getting the most out of your usage of... Latest News
06 June 2019 The demise of the chain..? With Jamie Oliver’s restaurant chains closing, along with a load of others (Strada is gone,... Latest News
06 June 2019 The Consultants’ Capability Model Any consultancy worth its salt has a capability model. One that gets dusted down and... Latest News
02 May 2019 Want the best talent? Match candidates to your culture! Firstly, what is company culture, well Wikipedia says organisational culture encompasses values and behaviours that... Latest News
18 April 2019 Financial Advice – what is the future? Simplify Consulting regularly reviews and discusses topics with industry experts to gain an insight into... Latest News
02 April 2019 As the outcome of Brexit looms how are you coping with the uncertainty? Naturally, the outcome of Brexit will affect us all as individuals and the choices we... Latest News
28 March 2019 Skills Shift – My Ultimate Guide to Average Video Content We are living in extraordinary times and an era of accelerated technological progress that is... Latest News
05 March 2019 The Third Party Administration Landscape… Simplify Consulting regularly invite industry experts to gain an insight into their field. We have... Latest News
05 March 2019 Lack of online providers for pension withdrawals Since April 2015 pension changes have allowed more choice and flexibility for people but the... Latest News
05 March 2019 How to build a sense of team? In any company or organisation building a sense of ‘team’ can be difficult. There are... Latest News
26 February 2019 We have lift off We are extremely proud to announce the launch of our resourcing proposition “Simplify Resourcing” which... Latest News
25 January 2019 Wessex Cancer Trust – Simplify’s Chosen Charity for 2019. Millions of people are affected by cancer and every year around 23,000 people are diagnosed... Latest News
25 January 2019 Reflections & looking forward I’m not one to look backwards too often, I prefer to look forwards but as... Latest News
25 January 2019 Is technology replacing humans in recruitment? I’ve attended several seminars and events in recent months and there is so much technology... Latest News
25 January 2019 Work-life struggle – the commute that made me quit. It was on a particularly rubbish commute on my homebound train that I made a... Latest News
07 January 2019 Data Migration Failures As always, there is a lot of activity in the platform transformation space, with providers... Latest News
07 January 2019 Losing 20% Overnight No, not the new get fit/thin scheme for the new year, but a recognition of... Latest News
17 December 2018 Stick or Twist After 19 years working for a large multinational banking corporation I made the decision to... Latest News
17 December 2018 The Future of Advice Simplify Consulting collaborated with other organisations with the clear aim of attracting young talent into... Latest News
17 December 2018 Is there such a thing as the right level of detail? We have worked with several companies who are on the journey of adopting a more... Latest News
14 December 2018 Our Journey Continues Four years on, as our Consulting business goes from strength to strength, Carl and I... Latest News
14 December 2018 So we queued… The ever increasing promise of customer focus against a backdrop of ruthless operational efficiency seems... Latest News
25 November 2018 The growing market for robo advice & the risks it raises Download our article on robo advice and the risks it raises for firms wanting to embark... Latest News
25 July 2018 It is only when they go wrong that machines remind you how powerful they are In a world where there seems to be a robot or machine for everything these... Latest News
25 January 2018 The Productivity Challenge – The Perfect Latte In 91 Seconds Read our latest Productivity Challenge article Download PDF Latest News
25 January 2018 Solvency II To the finishing line and beyond Read out latest article Solvency II To the finishing line and beyond. Download PDF Latest News
25 January 2018 “I do not wish women to have power over men; but over themselves.” – Mary Wollstonecraft I have over 15 years’ experience in the Financial Services industry, firstly working for a... Latest News
25 January 2017 A research study: Process, Technology & Financial Advisers Read our latest research study, where we surveyed over 50 Financial Advisers on their use... Latest News
