Insights & Events

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

Events

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Annual Charity Golf Day 2025
20/06/2025| 7:00 am
Hamptworth Golf, Hamptworth Road, Hamptworth, Landford, England, SP5 2DU

Latest Insights

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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
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What replaces Robo-advice?
What replaces Robo-advice? Confronted with a choice of airlines between a fully automated pilot with...
Advice
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Death of the Day Rate
Day rate contracting has been around for some time and is synonymous with consultancy work,...
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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 Podcast 33: Tech(no) Women
Gillian Hepburn, Commercial Director, at Benchmark Capital, Cristel Haley, Director of Emerald Analytics and Emma...
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Simplify Podcast 32: 2025 Outlook with Ludwig Bull
In this podcast, Lead Consultant Dom House speaks to Ludwig Bull CEO & Founder of...
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Simplify Podcast 31: 2025 Outlook with Chloe Stuttard
In this podcast, Chief of Staff Matt Short speaks to Chloe Stuttard Director of Customer...
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News

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Regulatory outlook: Consumer Duty due diligence is a thorny problem
Portfolio Adviser: Wealth Consultant Jo Fulford shares her thoughts on Consumer Duty, Operational Resilience and...
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How could the government reform ISAs?
City AM: Dom House Lead Consultant shares his expert opinion with City AM alongside other...
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The Wealth Show podcast: How are wealth firms integrating their businesses?
The Wealth Show podcast: In this episode, we’re joined by Carl Woodward, co-founder of Simplify...