Insights & Events

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

Events

See All
kate-carl-neil
Annual Charity Golf Day 2025
20/06/2025| 7:00 am
Hamptworth Golf, Hamptworth Road, Hamptworth, Landford, England, SP5 2DU

Insights

See All
clocks
The Pensions Ticking Time Bomb
How do you explain a workplace pension to someone entering the world of employment for...
Pension
image-2
The role of behavioural analysis in supporting Consumer Duty
Behavioural analysis looks at how customers behave and why and has traditionally been used as...
Latest News
sara-kurfess-6lct2krpvni-unsplash
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...
Latest News
See All

White Papers

See All
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.
Click Here to View
Complaints: Going for Gold
Featured Whitepaper
Complaints: Going for Gold
With so many other challenges facing the wealth management sector,…
Click Here to View
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…
Click Here to View
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…
Click Here to View
See All

Podcasts & Webinars

See All

Simplify Podcast 33: Tech(no) Women
Gillian Hepburn, Commercial Director, at Benchmark Capital, Cristel Haley, Director of Emerald Analytics and Emma...
Watch Video

Simplify Podcast 32: 2025 Outlook with Ludwig Bull
In this podcast, Lead Consultant Dom House speaks to Ludwig Bull CEO & Founder of...
Watch Video

Simplify Podcast 31: 2025 Outlook with Chloe Stuttard
In this podcast, Chief of Staff Matt Short speaks to Chloe Stuttard Director of Customer...
Watch Video

News

See All
samantha-sophia-l4rl-cudrdi-unsplash
IWD We could have had it all
IFA Magazine: Giang Hughes writes for International Women's Day reflecting on the progress made towards...
awomanisholdingaglassjar-apiggybankwith-2
How the wealth industry can tackle the gender pensions gap.
#IWD25 | How the wealth industry can tackle the Gender Pension Gap, according to Kirstin...
diversepeoplesitatdeskinofficemalerealtormake
Industry needs to be proactive not reactive to vulnerability
Following the FCA's vulnerable customer research, which revealed that only 40% of vulnerable customers disclosed...