Simplify Blogs
What are the benefits of AI in Wealth Operations?
Back in October, during our Wealth Ops: Live! event, we were joined by industry experts Chanelle Pattinson, skilled product manager in fintech, and Nick [...]
Assessment of Value: Investor Impacts
In August 2023 the FCA published their latest report¹ after visiting 14 Asset Fund Managers (AFMs) to review their Assessment of Value (AoV) processes. [...]
Value for Money – Will it make a difference?
Following on from my colleague Nina Cherry’s blog recently focusing on the consultation and proposed roll out of Value for Money for DC pension [...]
Fair Value is more than just Monetary
.. On the 8th of November the FCA issued a strongly worded letter to the CEOs of Wealth Management firms1 re-outlining their [...]
VFM – Getting the Ball Rolling
Since the Value For Money (VFM) consultation response was jointly issued by the Department for Work and Pensions (DWP) and The Pensions Regulator (TPR) [...]
Operations and IT in the face of change
Our recent Wealth Ops: Live! Conference in October looked at the changing face of wealth operations and how organisations are utilising advances in technology [...]
AI: Invisible or Not….
At our Wealth Ops: Live! event in October we had a fascinating discussion with Nick Eatock and Channelle Pattinson regarding the future impact of [...]
Future of the Wealth Ops Workforce
Over the last few weeks, there has been the publication of Simplify Consulting’s Whitepaper, “Making Waves: Exploring the future of Wealth Operations” and the [...]
Vulnerability Campaign: Utilising tech and AI
Natasha Bridgewater Wealth Consultant
Vulnerability Campaign: Customer-Centric Process Design
Well-known and hotly anticipated regulation changes this year saw the pre-existing Vulnerable Customer Guidance form part of a new Consumer Duty. The regulatory changes [...]
The Evolving Advice Journey
Artificial Intelligence (AI) has become a common software being adopted across a wide breadth of industries where processes are enhanced using technology, replacing humans [...]