Simplify Blogs
What is the future for PMO?
.. The objective of the PMO is to support the business to deliver and implement change successfully. Whilst organisations grow, the scale, [...]
What is Future of Advice?
Future of Advice is a collaboration of local advisers, universities, Simplify Consulting and The Personal Finance Society (PFS) whose key aim is to add [...]
How “Sustainable” is your Pension?
.. As the demographic of investors gets younger the focus on impact investing increases. This is investing not solely focused on receiving [...]
Are Investment Providers Profiteering by Not Passing on Better Base Rate Changes?
After a period of continuous rises in interest rates by the Bank of England (BoE), which has seen it reach its highest level since [...]
Are you in Control?
The control environment protects customers and the business from risk. More than a safety net, it prevents issues from occurring avoiding customer detriment, financial [...]
Do customers really understand what type of advice they sign up for? Does it matter?
The advice landscape is quite complex with varying levels of independence a customer is exposed to, depending on the firm and their proposition. From [...]
Transfers: Where do we go from here?
Listening in at the Big Picture conference recently and in some of our CX interviews with senior leaders in Wealth Operations over the past [...]
Simplify Associate Network
At Simplify Consulting our Associate Pool continues to be an integral part of our business, enabling our ability to deliver on client commitments, whilst [...]
Transfers: Will Consumer Duty be the STAR of the show?
The transfer market has been a rapidly evolving space in the financial services industry over the past few years. COVID-19 forcing the change to [...]
Preparing for UK SDR in Client Reporting
The upcoming UK Sustainability Disclosure Requirements (SDR) will have an impact on what information asset managers will need to include in fund literature, disclosures [...]
Wealth Ops: Live!
SIMPLIFY CONSULTING HOSTS FIRST EVER CONFERENCE FOR WEALTH OPERATIONS LEADERS Wealth Ops: Live! will address the key technology, customer and regulatory issues affecting operations [...]
COP 27 – is it enough?
COP 27 took place at the end of 2021, bringing governments, businesses, and civil society groups together to address the global problems associated with [...]