Insights & Events

Explore our thinking, expert opinions, discover our ideas and stay up to date with our thought leadership.

Latest Insights

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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
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The Pensions IHT Grenade
From 6 April 2027, most unused pension funds and death benefits will be pulled into the...
Pensions Wealth
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Technology – Wins & Worries
Whilst I remain positive – I do have some worries for 2026 This week we...
Tech and AI Technology
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White Papers

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Follow the Golden Thread – Elevating Complaints Root Cause Analysis
Featured Whitepaper

Follow the Golden Thread – Elevating Complaints Root Cause Analysis

Consistent, scalable, high quality Root Cause Analysis (RCA) is often challenging in wealth complaints management. In partnership with CourtCorrect, our paper Follow The Golden Thread – Elevating Complaints Root Cause Analysis, examines the challenges and considers how AI can be applied and integrated into organisations to optimise RCA.
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Complaints: Going for Gold
Featured Whitepaper
Complaints: Going for Gold
With so many other challenges facing the wealth management sector,…
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Making Waves: Exploring the Future of Wealth Operations
Featured Whitepaper
Making Waves: Exploring the Future of Wealth Operations
Join us as we look at the future of Wealth…
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Re-inventing Annuities: ‘Mix and Match’ innovative retirement income
Featured Whitepaper
Re-inventing Annuities: ‘Mix and Match’ innovative retirement income
Greater innovation is on its way in the UK retirement…
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Podcasts & Webinars

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Simplify Sessions – Enabling FPR doesn’t have to break the bank
In this podcast Jo Fulford, Nina Cherry, and Natasha Bridgewater share their thoughts on the...
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Rachel Allen – Welcome to Simplify
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Nick Clarke – Welcome to Simplify
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News

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Future of data architecture: Where we’re going, we need roads….
PA Adviser: Consultant, Antonietta Price shares her thoughts on how shifting data architecture can enable...
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M&G Wealth platform boss joins consultancy’s board
Citywire: M&G Wealth Platform CEO Richard Denning has joined Simplify Consulting as a non-executive director....
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Don’t neglect the human touch in favour of AI?
Money Marketing: Head of Frameworks: Dominic House argues that while artificial intelligence offers efficiency gains...