Solvency II To the finishing line and beyond

Thu, 25 Jan 2018 | Latest News

Read out latest article Solvency II To the finishing line and beyond.

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16 February 2024

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16 February 2024

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08 February 2024

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10 January 2024

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19 May 2023

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12 April 2023

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08 February 2023

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03 February 2023

Why Consumer Duty may trigger more innovation focussed on the customer

2023 may well be the year of the consumer for wealth management. The new Consumer...

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19 January 2023

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05 January 2023

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07 December 2022

For an industry focused on assets, why is resource so undervalued?

Mike Penny Consultant .. Operations is unlike most other business functions. It does not directly...

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05 December 2022

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01 December 2022

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29 November 2022

Simplify Consulting achieve Gold CSR Accreditation

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18 November 2022

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09 November 2022

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07 November 2022

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27 October 2022

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It continues to be a buoyant market in the Wealth and Asset Management change space...

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04 October 2022

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A lot has been written about ESG and how you evidence to customers that it’s...

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30 September 2022

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06 September 2022

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01 September 2022

Calls to action to close the gender gap in financial services

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25 August 2022

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22 August 2022

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18 August 2022

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15 August 2022

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11 August 2022

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08 August 2022

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Inflating Cost or Service? How to survive the margin squeeze

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24 June 2022

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06 June 2022

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26 May 2022

OPINION: Democratisation of Investment Solutions – Is investing just for the rich?

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20 May 2022

It is ALL important!

Prioritisation of change is something that I have worked on for many years. I have...

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13 May 2022

The Pension Nudge – A welcomed change or another barrier?

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09 May 2022

Investing in our Mental Wealth

Mental Health Awareness Week takes place from 9th – 15 May 2022 and Solent Mind...

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06 May 2022

Nudge, Nudge – Wink, Wink

Yet another set of new rules could spell problems for the pensions industry this summer...

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29 April 2022

One size does not fit all – adapting and thriving under the FCAs Operational Resilience rules

Dom House Lead Consultant .. The FCA Operational Resilience rules came into effect from the...

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27 April 2022

Is domain knowledge necessary to be a successful Project Manager?

Is domain knowledge a pre-requisite to being a successful project manager in today’s wealth management...

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19 April 2022

Meet the Team – Richard Shearwood Wealth Consultant

In a series of interviews, we will introduce you to the consultants from the Simplify...

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12 April 2022

What is it with the Stocks & Shares ISA?

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08 April 2022

Defibrillator’s make all the difference

Every year 30,000 people have a cardiac arrest outside of the hospital environment, a statistic...

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05 April 2022

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In October 2021 Simplify Consulting launched our first cohort of our new Academy Programme, whereby...

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30 March 2022

Bereavement Processing – First Contact

Between 1.5m and 2m people suffer a close bereavement each year. Yet, bereavement processing within...

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10 March 2022

Drawing the Line

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10 March 2022

Treating Vulnerable Customers Fairly: As words slowly turn into action, do firms have the right business models to recognise vulnerable customers?

It’s now been 1 year since the FCA published their final guidance on the fair...

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01 March 2022

Meet the Team – Nina Cherry Wealth Consultant

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14 February 2022

Top Tips – Working Group

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10 February 2022

Meet the Team – Jayne Brown Lead Consultant

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01 February 2022

Optimising Operational Functions

Carl Woodward Director .. Optimising Operational functions for our clients is one of our core...

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27 January 2022

How People React To Change

Change in business can provide many different benefits. Improvements to processes and systems, automation of...

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18 January 2022

Look ahead to 2022

Dom House Lead Consultant .. I’m slightly delayed in writing this blog looking ahead to...

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14 January 2022

Top Tips for Steering Committees

Steering committees, (often called Steer Co’s or Steering Groups) are an essential part of...

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04 January 2022

Meet the Directors – Kate Monserrate & Carl Woodward

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14 December 2021

Top Tips – Project Reporting

Top Tips for Project Reporting The importance of reporting as a communication tool should not...

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02 December 2021

Top Tips – Lessons Learned

Lessons learned can be a significant contributor to the overall success of a project. The...

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30 November 2021

Never invest in something you don’t understand

The Importance of Financial Advisors. Most of us encounter circumstances in life where we need...

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18 November 2021

Join Simplify’s Associate Network

Matt Short Business Manager .. Simplify Consulting is a Consultancy firm that operates in the...

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15 November 2021

Meet the Team – Chris Lamb Wealth Consultant

In a series of interviews, we will introduce you to the consultants from the Simplify...

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11 November 2021

Why Women Should Invest

Natasha Birchall Wealth Consultant It’s apparent that when it comes to investing, not many women...

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10 November 2021

Traditional face to face advice will disappear?

In our team meeting last week, we “forced” a debate (in a nice /...

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08 November 2021

Simplify Consulting Announces new Non-Executive Director

Simplify Consulting are pleased to announce the appointment of Graham Hutchings as Non-Executive Director. Graham...

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04 November 2021

Short, Sharp, Engagements

Jayne Brown Lead Consultant .. There can sometimes be the misconception, and certainly the case...

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02 November 2021

Post Budget: ISA Subscriptions

Carl Woodward Director .. Last week, my colleague Dom House speculated upon the outcome of...

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28 October 2021

Top Tips – Project Initiation

Aneta Murdza Wealth Consultant .. Project initiation sets the foundations for successful delivery of a...

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27 October 2021

Meet the Team – Aneta Murdza Wealth Consultant

In a series of interviews, we will introduce you to the consultants from the Simplify...

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21 October 2021

Autumn Budget – How Will It Impact Retail Investments?

Dom House Lead Consultant .. The introduction of a twice yearly budget has seemed to...

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18 October 2021

Meet the Team – Dom House Lead Consultant

In a series of short discussions, we will introduce you to the consultants from the...

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11 October 2021

Simplify Academy Programme – Week One

Simplify Consulting launched our 3-year Academy Programme to develop Junior Consultants into Wealth Consultants of...

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06 October 2021

My first week in Business Support

Kirstin Brooks Business Support Manager .. After working at a large secondary school in Poole...

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14 September 2021

The Outsourcing Fundamentals

Chris Lamb Wealth Consultant .. Outsourcing is the process of moving tasks, operations, processes, or...

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02 September 2021

Simplify Consulting & Sustainability

Corporate and Social Responsibility (CSR) is a broad concept and can take many forms and...

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23 August 2021

Top Tips for Risk and Issue Management

Do you provide enough focus to risk and issue management on your project, to...

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19 August 2021

Team Simplify

Giang Hughes Business Support Manager .. With the restrictions lifting and many months of working...

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12 August 2021

Picking the Right Methodology

Carl Woodward Director .. A few years ago, I was actively involved in a Lean...

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02 August 2021

Cyber Security in Asset and Wealth Management

When most people think about cyber-attacks they will think of attacks on huge companies, like...

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26 July 2021

Top Tips for Project Governance and Controls

A feeling of things being beyond our control is something we’ve all had at times...

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22 July 2021

Diversity in Financial Services – Let’s get on with it!

Kate Monserrate Director .. On 7th July, the FCA, PRA and Bank of England launched...

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12 July 2021

Pensions Dashboards – Are you data ready?

Nina Cherry Wealth Consultant .. Originally due to launch in 2019, the Pensions Dashboards programme...

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02 July 2021

Confused By Choice?

Jayne Brown Lead Consultant .. Have you ever been spoilt for choice? Recently I needed...

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24 June 2021

Back to the office? Or forwards into the future?

The Strangest of times. The past 16 months has for most of us been the...

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15 June 2021

Introducing the Simplify Academy – Coming Soon

Introducing the Simplify Academy We’ve been active in promoting our growth journey over the past...

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28 May 2021

Is there a future for the Contact Centre?

With the next generation who are more and more tech savvy wanting quick and easy...

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20 May 2021

Is Wealth Management Ready For The Next Generation?

.. We’re all familiar with idea of an ageing society, and the upheaval it will...

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13 May 2021

Project Methodologies – Has the ‘Waterfall’ method become outdated?

Sam Burrow Consultant .. As Simplify’s newest recruit, joining as a Consultant with a background...

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15 April 2021

Real-Time RCSAs

Kate Monserrate Director .. We work with many fantastic organisations, helping them better embed risk...

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18 March 2021

Off-Payroll (IR35) Survey – The Impact On Contractors

Giang Hughes Business Support As a consultancy that provides services across the wealth industry, we...

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08 March 2021

Pension Contributions: The Easy Target?

Carl Woodward Director .. Between 2018 and 2019 the commitment from employers to not only...

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11 February 2021

A new role – in the middle of the Pandemic?

Sheila Sambrook Head of Delivery .. Starting a new job, within a consultancy firm, after...

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01 February 2021

Does Investment Pathways go far enough?

Jayne Brown Wealth Consultant .. Drawdown pension providers have started the new year finalising their...

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19 November 2020

International Men’s Day

Nick Clarke Head of Frameworks .. At Simplify Consulting we are proud to support International...

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28 October 2020

Tackling Correspondence

Mention correspondence to many experienced professionals in Wealth Management, and they can rattle off numerous...

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19 October 2020

Building the Brand

Seven years in and we’re busier than ever, more clients than ever, more variety in...

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23 September 2020

Will a Ban on Contingent Charging for DB Pension Transfers Result in Better Client Outcomes?

It’s been a long time coming, but the ban on contingent charging for DB transfers...

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14 September 2020

Work Experience – An Interview with Jay Harris

This month we talked to Jay Harris, who has completed a 6-week work experience programme...

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10 September 2020

Risk – at what level?

We have worked with many organisations, supporting them with their risk and control environment. There...

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07 September 2020

Will Notice Periods Solve the Problem of Illiquid Assets?

The last year has seen attention given to the issue of providing daily dealing on...

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24 August 2020

Defibrillators in the Workplace

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17 August 2020

Confidence is a crisis

I work with so many amazing people. Capable, intelligent, insightful…and that’s just Carl One common...

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06 August 2020

The Design Authority… Unpacked

Here at Simplify Consulting we believe a Design Authority is a key governance forum in...

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New Norms – The Career Extension

As I approach a milestone birthday in a few weeks, thoughts inevitably turn to what’s...

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New Norms – Wet Signatures Irreversible Changes

In the third instalment of our “New Norms” series, we look at the evolution of...

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22 July 2020

New Norms – Challenges & Opportunities in Recruitment

[pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2020/07/New-Norms-Recruitment-v0.2.pdf” title=”New Norms – Recruitment v0.2″]In the 2nd instalment of our “New Norms” series...

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09 July 2020

New Norms – RAPID Process Improvement… Remotely

In the first installment of our “New Norms” series, we look at tackling process improvement...

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01 July 2020

Our Golf Day

For the past 6 years, we have organised and run a charity golf day at...

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23 June 2020

Platform Transformation

Are the days of major platform technology migration programmes in large scale financial services organisations...

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19 June 2020

Customer Journeys

With so many businesses having to re-engineer their processes to deliver services in a Covid...

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04 June 2020

Seven Year Itch…?

As we approach our 7 year anniversary, Carl and I always like to reflect on...

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01 June 2020

Location, Location, Location

Location, Location, Location….which since March 27th has been home, home, home, with no sign of...

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22 May 2020

Headcount Modelling Approach

Following our video on headcount modelling last week, we are sharing more details on how...

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19 May 2020

Headcount Modelling

Are these challenges familiar…? – Expecting to deliver more with less resources and budget –...

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19 May 2020

The New Normal

ESG is the new normal. Despite short term challenges, longer term ESG investor thinking will...

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30 April 2020

What is the Future of Advice?

What do Financial Advisors do? Professional financial advisers carry out a ‘fact find’ with a...

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29 April 2020

An Interview with our Non-Exec: Warwick Clews

Warwick Clews talks to us about his career in consultancy and his expanding role as...

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29 April 2020

Operating Models – Reaching Peak Performance

My roles over the last 7 years have largely been focused on operating model design,...

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29 April 2020

Work from home. Don’t “Work from home”

In the past few weeks many of our workplaces have moved from the office and...

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28 April 2020

The Controls Evolution

It has been amazing to see how firms across the Wealth Management industry have managed...

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28 April 2020

Fighting the isolation mental health battle

The Covid-19 pandemic is having a devastating effect on the world’s health, economy, travel movements...

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28 April 2020

My New Job

So I’ve recently started my new job. Now that I’m finding my feet, I’ve taken...

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29 February 2020

Assessing Auto Enrolment

The recent ‘Get Retirement Right’ report issued by TISA has found that there are an...

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14 January 2020

IR35 – A Flooded Contractor Market!

We are now only a few months away from the proposed changes to IR35 coming...

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30 October 2019

Shortening the Skills Gap

Generational Skills Gaps Global aging is undeniable with virtually every country in the world experiencing...

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21 October 2019

The challenge of assessing candidates

Effectively assessing candidates is a huge challenge both in terms of the time it takes...

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21 October 2019

Advice or not?

Having spent most of my working life in Financial Services I have built up a...

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18 August 2019

Networking for the extrovert.

Networking (noun): a supportive system of sharing information and services among individuals and groups having...

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15 July 2019

Risk frameworks vs Risk culture

Optimising the management of risk is a fundamental part of the success of every organisation....

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03 July 2019

IFAs – Are you looking for a return on investment?

Simplify Consulting is proudly supporting Future of Advice. The key aim of the Programme is...

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24 June 2019

Simplify Consulting Charity Golf Day raises an incredible £15,500 for Wessex Cancer Trust

The Simplify Consulting Charity Golf Day has raised a record figure for charity. The annual...

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24 June 2019

Are you getting the most out of Scrum…?

If you don’t feel like you are getting the most out of your usage of...

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06 June 2019

The demise of the chain..?

With Jamie Oliver’s restaurant chains closing, along with a load of others (Strada is gone,...

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06 June 2019

The Consultants’ Capability Model

Any consultancy worth its salt has a capability model. One that gets dusted down and...

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02 May 2019

Want the best talent? Match candidates to your culture!

Firstly, what is company culture, well Wikipedia says organisational culture encompasses values and behaviours that...

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18 April 2019

Financial Advice – what is the future?

Simplify Consulting regularly reviews and discusses topics with industry experts to gain an insight into...

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02 April 2019

As the outcome of Brexit looms how are you coping with the uncertainty?

Naturally, the outcome of Brexit will affect us all as individuals and the choices we...

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28 March 2019

Skills Shift – My Ultimate Guide to Average Video Content

We are living in extraordinary times and an era of accelerated technological progress that is...

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05 March 2019

The Third Party Administration Landscape…

Simplify Consulting regularly invite industry experts to gain an insight into their field. We have...

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05 March 2019

Lack of online providers for pension withdrawals

Since April 2015 pension changes have allowed more choice and flexibility for people but the...

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05 March 2019

How to build a sense of team?

In any company or organisation building a sense of ‘team’ can be difficult. There are...

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26 February 2019

We have lift off

We are extremely proud to announce the launch of our resourcing proposition “Simplify Resourcing” which...

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25 January 2019

Wessex Cancer Trust – Simplify’s Chosen Charity for 2019.

Millions of people are affected by cancer and every year around 23,000 people are diagnosed...

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25 January 2019

Reflections & looking forward

I’m not one to look backwards too often, I prefer to look forwards but as...

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25 January 2019

Is technology replacing humans in recruitment?

I’ve attended several seminars and events in recent months and there is so much technology...

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25 January 2019

Work-life struggle – the commute that made me quit.

It was on a particularly rubbish commute on my homebound train that I made a...

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07 January 2019

Data Migration Failures

As always, there is a lot of activity in the platform transformation space, with providers...

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07 January 2019

Losing 20% Overnight

No, not the new get fit/thin scheme for the new year, but a recognition of...

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17 December 2018

Stick or Twist

After 19 years working for a large multinational banking corporation I made the decision to...

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17 December 2018

The Future of Advice

Simplify Consulting collaborated with other organisations with the clear aim of attracting young talent into...

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17 December 2018

Is there such a thing as the right level of detail?

We have worked with several companies who are on the journey of adopting a more...

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14 December 2018

Our Journey Continues

Four years on, as our Consulting business goes from strength to strength, Carl and I...

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14 December 2018

So we queued…

The ever increasing promise of customer focus against a backdrop of ruthless operational efficiency seems...

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25 November 2018

The growing market for robo advice & the risks it raises

Download our article on robo advice and the risks it raises for firms wanting to embark...

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25 July 2018

It is only when they go wrong that machines remind you how powerful they are

In a world where there seems to be a robot or machine for everything these...

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25 January 2018

The Productivity Challenge – The Perfect Latte In 91 Seconds

Read our latest Productivity Challenge article Download PDF

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25 January 2018

“I do not wish women to have power over men; but over themselves.” – Mary Wollstonecraft

I have over 15 years’ experience in the Financial Services industry, firstly working for a...

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25 January 2017

A research study: Process, Technology & Financial Advisers

Read our latest research study, where we surveyed over 50 Financial Advisers on their use...

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