Simplify Blogs
Challenges of the British ISA
With the possibility of a British ISA being launched later this year, and the consultation now closed, a lot has been written about whether [...]
Wealthy Mind, Healthy Body: Nurturing Financial Well-Being
Last week was Mental Health Awareness week, a key week in the year which promotes awareness of mental health. One of the consistent underlying [...]
Behind The Scenes With AI
There is no doubt that we have only glimpsed Artificial Intelligence’s (AI) potential, but what are the key business benefits that it can bring? [...]
Financial Well-Being: The big taboo of personal finances.
This week is Mental Health Awareness Week promoting discussion and awareness of mental health, tackling stigma, and creating a society that prevents mental health [...]
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 to gather, analyse, and utilise customer information. However, despite [...]
Consumer Duty: Closed Products Shouldn’t Have to Compete
When the FCA initially announced that closed products would be given an extra year to comply, firms could have been mistaken in thinking the [...]
Transforming the Wealth Operations Workforce for the Future
Financial Services is big business with over 2.5 million people in the UK working in financial and related professional services in 2023 which accounts [...]
Advice Guidance Boundary Review – More Shades of Grey?
With the consultation period for the FCA Policy Paper on ‘Advice Guidance Boundary Review proposals for closing the advice gap’ now closed, will the [...]
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 Women’s Day (IWD) or promoted through Diversity, Equity, and [...]
The challenge of Legacy Tech – the old excuse?
It’s no secret that much of the Wealth Management industry is still reliant on Legacy Tech. High cost of ownership, declining books and low [...]
What’s the future of offshoring; four considerations
.. Offshoring has long been a cornerstone strategy for optimising operational costs, reducing risk, and accessing diverse skill sets. However, due to [...]
Platforms – Ready for Disruption?
.. The last year has seen many prophecies about the future of platforms, and whether new entrants pose a threat to the [...]