Transfers: Where do we go from here?
Listening in at the Big Picture conference recently and in some of our CX [...]
Transfers: Will Consumer Duty be the STAR of the show?
The transfer market has been a rapidly evolving space in the financial services industry [...]
Preparing for UK SDR in Client Reporting
The upcoming UK Sustainability Disclosure Requirements (SDR) will have an impact on what information [...]
Wealth Ops: Live!
SIMPLIFY CONSULTING HOSTS FIRST EVER CONFERENCE FOR WEALTH OPERATIONS LEADERS Wealth Ops: Live! will [...]
COP 27 – is it enough?
COP 27 took place at the end of 2021, bringing governments, businesses, and civil [...]
The Big Interview
Following the manifesto from our whitepaper ‘Change starts with bravery’ we wanted to focus [...]
Will Consumer Duty put restricted advice propositions under pressure?
How important is independence when seeking advice? When we look for advice, we are [...]
Consumer Duty: Are You Ready?
As we approach the Consumer Duty deadline, attention should already be on the interactions [...]
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 [...]
Elevate Your Strategy with a Visually Dynamic Operating Model
An operating model is the blueprint of an organisation's processes, roles, and responsibilities. It defines [...]