The growing market for robo advice & the risks it raises

Sun, 25 Nov 2018 | Latest News

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

Download the PDF

15 April 2025

The Real Impact of Agile: Transforming Change in the AI Era.

Born out of the need for flexibility, speed, and consistency, Agile has given us...

Tech and AI

10 April 2025

What replaces Robo-advice?

What replaces Robo-advice? Confronted with a choice of airlines between a fully automated pilot with...

Advice

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31 March 2025

Death of the Day Rate

Day rate contracting has been around for some time and is synonymous with consultancy work,...

Latest News

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24 March 2025

Closing the Gender Pension Gap

When discussing financial equity, the gender pension gap can often get overlooked. On average women...

Pension

17 March 2025

The Next Industry Fix – Avoided?

The Next Industry Fix – Avoided? Following the ‘Dear CEO’ letters issued to 20 of...

Consumer Duty

04 February 2025

The Pensions Ticking Time Bomb

How do you explain a workplace pension to someone entering the world of employment for...

Pension

28 January 2025

The role of behavioural analysis in supporting Consumer Duty

Behavioural analysis looks at how customers behave and why and has traditionally been used as...

Consumer Duty

21 January 2025

Tick tock, tick tock, TikTok – is time running out for traditional advice channels?

There has been a rise of a new intermediary between financial institutions and its consumers...

Advice

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04 December 2024

Change is Coming

With the news landing last month of the Government’s planned Employment Rights Bill and the...

Legislation

28 November 2024

Embedding Operational Resilience

In this next instalment of our ‘Prepare, Protect, Prevent’ Operational Resilience (OR) campaign, we explore...

Ops Resilience

26 November 2024

Operational Resilience: Striking the Balance with Outsourcers

Outsourcers form the mainstay of many customer operations models and enable firms to focus on activities better...

Ops Resilience

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11 November 2024

How to harness complaints to drive better customer outcomes

The introduction of the Consumer Duty has put increased pressure on wealth firms to ensure...

Complaints

15 October 2024

You can lead a horse to water…increasing pension engagement

The recently published ‘Lessons on Pensions Engagement’ research from the DWP is a positive demonstration...

Pension

14 October 2024

Joining the vulnerabilities dots…

Customer vulnerabilities are a hot topic under Consumer Duty. The FCA wants better consumer outcomes...

Consumer Duty

11 October 2024

Delivering the Consumer Support Outcome

One of the most striking elements of the Consumer Duty is that for the first...

Consumer Duty

10 October 2024

Prioritising Mental Health in the Workplace

Today, 10th October, we celebrate World Mental Health Day. The theme set by the World...

Latest News

09 October 2024

Measuring Success: Return on Loyalty vs Return on Investment?

The crux of the issue is this; despite all of the technology advancement across industry...

Investments

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02 October 2024

Transforming Contact Centres with AI: A New Era

As customer contact centres in the wealth industry grapple with numerous obstacles, service providers are...

Latest News

27 August 2024

The Journey to IMpower Incorporating FundForum

Just over a month ago, I represented Simplify Consulting as a speaker at the IMpower...

Latest News

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19 August 2024

Is Hyper-Personalisation in Client Segregation Inevitable?

Clients are growing up in a rapidly evolving digital environment where they expect the same...

Latest News

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16 July 2024

Cause and Effect – Ongoing Advice

The latest news that Quilter have been invited to partake in a skilled person review...

Advice

10 July 2024

Challenges of the British ISA

With the possibility of a British ISA being launched later this year, and the consultation...

Investments

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28 May 2024

Wealthy Mind, Healthy Body: Nurturing Financial Well-Being

Last week was Mental Health Awareness week, a key week in the year which promotes...

CSR

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23 May 2024

Behind The Scenes With AI

There is no doubt that we have only glimpsed Artificial Intelligence’s (AI) potential, but what...

Latest News

13 May 2024

Financial Well-Being: The big taboo of personal finances.

This week is Mental Health Awareness Week promoting discussion and awareness of mental health, tackling...

CSR

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30 April 2024

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...

Latest News

23 April 2024

Consumer Duty: Closed Products Shouldn’t Have to Compete

When the FCA initially announced that closed products would be given an extra year to...

Consumer Duty

16 April 2024

Transforming the Wealth Operations Workforce for the Future

Financial Services is big business with over 2.5 million people in the UK working in...

Ops Resilience

03 April 2024

Advice Guidance Boundary Review – More Shades of Grey?

With the consultation period for the FCA Policy Paper on ‘Advice Guidance Boundary Review proposals...

Advice

08 March 2024

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...

Latest News

27 February 2024

The challenge of Legacy Tech – the old excuse?

It’s no secret that much of the Wealth Management industry is still reliant on Legacy...

Latest News

16 February 2024

What’s the future of offshoring; four considerations

Chris Lamb Wealth Consultant .. Offshoring has long been a cornerstone strategy for optimising operational...

Latest News

16 February 2024

Platforms – Ready for Disruption?

Dom House Lead Consultant .. The last year has seen many prophecies about the future...

Latest News

08 February 2024

What are the benefits of AI in Wealth Operations?

Back in October, during our Wealth Ops: Live! event, we were joined by industry experts...

Latest News

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15 January 2024

Assessment of Value: Investor Impacts

In August 2023 the FCA published their latest report¹ after visiting 14 Asset Fund Managers...

Latest News

12 January 2024

Value for Money – Will it make a difference?

Following on from my colleague Nina Cherry’s blog recently focusing on the consultation and proposed...

Latest News

11 January 2024

Fair Value is more than just Monetary

Complaints During covid the level of complaints significantly dropped across all products as customers were...

Latest News

10 January 2024

VFM – Getting the Ball Rolling

Since the Value For Money (VFM) consultation response was jointly issued by the Department for...

Latest News

04 January 2024

Operations and IT in the face of change

Our recent Wealth Ops: Live! Conference in October looked at the changing face of wealth...

Latest News

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02 January 2024

Simplify 2024 Outlook

[pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2023/12/Simplify-Outlook-2024.pdf” title=”Simplify Outlook 2024″]

Latest News

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06 December 2023

AI: Invisible or Not….

At our Wealth Ops: Live! event in October we had a fascinating discussion with Nick...

Latest News

05 December 2023

Future of the Wealth Ops Workforce

Over the last few weeks, there has been the publication of Simplify Consulting’s Whitepaper, “Making...

Latest News

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22 November 2023

Vulnerability Campaign: Utilising tech and AI

[pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2023/11/Tech-and-AI-Interview.pdf” title=”Tech and AI Interview”] Natasha Bridgewater Wealth Consultant

Latest News

20 November 2023

Vulnerability Campaign: Customer-Centric Process Design

Well-known and hotly anticipated regulation changes this year saw the pre-existing Vulnerable Customer Guidance form...

Latest News

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13 November 2023

The Evolving Advice Journey

Artificial Intelligence (AI) has become a common software being adopted across a wide breadth of...

Advice

09 November 2023

What is the future for PMO?

Aneta Murdza Wealth Consultant .. The objective of the PMO is to support the business...

Latest News

17 October 2023

What is Future of Advice?

Future of Advice is a collaboration of local advisers, universities, Simplify Consulting and The Personal...

Latest News

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11 September 2023

How “Sustainable” is your Pension?

Mike Penny Consultant .. As the demographic of investors gets younger the focus on impact...

Latest News

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23 August 2023

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),...

Latest News

09 August 2023

Are you in Control?

The control environment protects customers and the business from risk. More than a safety net,...

Latest News

26 July 2023

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...

Latest News

13 July 2023

Transfers: Where do we go from here?

Listening in at the Big Picture conference recently and in some of our CX interviews...

Latest News

03 July 2023

Simplify Associate Network

At Simplify Consulting our Associate Pool continues to be an integral part of our business,...

Latest News

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28 June 2023

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...

Latest News

21 June 2023

Preparing for UK SDR in Client Reporting

The upcoming UK Sustainability Disclosure Requirements (SDR) will have an impact on what information asset...

Latest News

12 June 2023

Wealth Ops: Live!

SIMPLIFY CONSULTING HOSTS FIRST EVER CONFERENCE FOR WEALTH OPERATIONS LEADERS Wealth Ops: Live! will address...

Latest News

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08 June 2023

COP 27 – is it enough?

COP 27 took place at the end of 2021, bringing governments, businesses, and civil society...

Latest News

19 May 2023

The Big Interview

Following the manifesto from our whitepaper ‘Change starts with bravery’ we wanted to focus our...

Latest News

12 April 2023

Blockchain in Wealth

The industry disrupter, the future, the next everything. Blockchain has been hyped ever since it...

Latest News

05 April 2023

Will Consumer Duty put restricted advice propositions under pressure?

How important is independence when seeking advice? When we look for advice, we are likely...

Latest News

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21 March 2023

Taking small steps to make big change

The first three months are finally behind us and resolutions made at New Year have...

Latest News

16 March 2023

Consumer Duty: Are You Ready?

As we approach the Consumer Duty deadline, attention should already be on the interactions with...

Latest News

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13 February 2023

Advisers and the Advice Gap: What’s the Answer?

Over the past 10 years the adviser community has come under increasing pressure from a...

Latest News

08 February 2023

How men can act as allies in support of gender equality

In 2022 Simplify Consulting wrote a whitepaper The Gender Gap: Change Starts With Bravery which...

Latest News

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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...

Latest News

19 January 2023

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...

Latest News

17 January 2023

Meet the Team – Emma Norris Head of Portfolio

Meet the Simplify Consultant: In a series of interviews, we will introduce you to the...

Latest News

05 January 2023

Simplify directors Kate and Carl look ahead to 2023

Welcome to our interview with Kate Monserrate and Carl Woodward, co-founders and directors of Simplify...

Latest News

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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...

Latest News

05 December 2022

Financial Services in Schools

Following the calls to action from our recent white paper – Change starts with bravery...

Latest News

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01 December 2022

Are Your Processes Out Of Control?

Jayne Brown Lead Consultant .. It’s a natural reaction, when something goes wrong, to try...

Latest News

29 November 2022

Simplify Consulting achieve Gold CSR Accreditation

At Simplify Consulting we work hard to look after our environment and help people. We...

Latest News

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18 November 2022

International Men’s Day 2022

At Simplify Consulting we are proud to be supporting International Men’s Day. On November 19th...

Latest News

15 November 2022

Meet the Team – Natasha Birchall Wealth Consultant

Meet the Simplify Consultant: In a series of interviews, we will introduce you to the...

Latest News

09 November 2022

Talk Money Week – Let’s Talk Credit vs Investments

Credit vs Investments It’s fair to say that the last couple of months have been...

Latest News

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07 November 2022

Simplicity is complicated

Simplicity is a core value at Simplify. We strive to embed Simplicity in everything we...

Latest News

27 October 2022

Simplify’s Associate Network

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

Latest News

04 October 2022

Is there a dark cloud hanging over your sustainability policy?

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

Latest News

30 September 2022

IR35 Isn’t being Abolished

Many of you will have seen the recent announcement that changes to the IR35 legislation...

Latest News

06 September 2022

Consumer Duty – Delivering the Changes

As part of our series on the Consumer Duty act, we’ve discussed the different aspects...

Latest News

01 September 2022

Calls to action to close the gender gap in financial services

It’s 2022 and we should be operating in a time where there is equality in...

Latest News

25 August 2022

Consumer Duty Part 4: Compliance and Oversight

In the fourth part of our series on the Consumer Duty, we look at how...

Latest News

22 August 2022

Breaking the gender bias requires bravery

It’s 2022 and we should be operating in a time where there is equality in...

Latest News

18 August 2022

Consumer Duty – Better Service for Better Customer Outcomes

In the third part of our series on the Consumer Duty, we look at how...

Latest News

15 August 2022

Women in FS continue to be penalised for life events

It’s 2022 and we should be operating in a time where there is equality in...

Latest News

11 August 2022

Consumer Duty – Consumer Understanding

Consumer Duty – Customer Communications In the second part of our series on the Consumer...

Latest News

08 August 2022

Schooling away the gender bias

It’s 2022 and we should be operating in a time where there is equality in...

Latest News

05 August 2022

Consumer Duty – Ensuring Effective Product Management

Consumer Duty – Ensuring Effective Product Management In the first of our series on the...

Latest News

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03 August 2022

Charity begins…..in the workplace?

It won’t have escaped anyone that ‘charity’ is really important to us at Simplify. Whether...

Latest News

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29 July 2022

The Operations Sat-Nav

The benefits of having an accurate, holistic, and accessible view of your operation functions across...

Latest News

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30 June 2022

Inflating Cost or Service? How to survive the margin squeeze

Inflating Cost or Service? How to survive the margin squeeze Now more than ever, a...

Latest News

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24 June 2022

Is Wealth Ready for the Return of Interest Rates?

Is Wealth Ready for the Return of Interest Rates? The UK is currently experiencing the...

Latest News

06 June 2022

Meet the Team – Matt Short Business Manager

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

Latest News

26 May 2022

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

democracy noun UK /dɪˈmɒkrəsi/ a situation, system, or organisation in which everyone has equal rights...

Latest News

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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...

Latest News

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13 May 2022

The Pension Nudge – A welcomed change or another barrier?

Following 2014’s Pension Freedom regulations, the government launched Pensionwise. It’s a free and impartial guidance...

Latest News

09 May 2022

Investing in our Mental Wealth

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

Latest News

06 May 2022

Nudge, Nudge – Wink, Wink

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

Latest News

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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...

Latest News

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...

Latest News

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...

Latest News

12 April 2022

What is it with the Stocks & Shares ISA?

As a new tax year begins, we look at why people aren’t getting enough from...

Latest News

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...

Latest News

05 April 2022

Simplify Academy Programme – Six months in

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

Latest News

30 March 2022

Bereavement Processing – First Contact

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

Latest News

10 March 2022

Drawing the Line

Over the past few weeks, events in Ukraine and the increased focus on Russia has...

Latest News

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...

Latest News

01 March 2022

Meet the Team – Nina Cherry Wealth Consultant

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

Latest News

14 February 2022

Top Tips – Working Group

Steering Group and Working Group are the two most important forums on projects and play...

Latest News

10 February 2022

Meet the Team – Jayne Brown Lead Consultant

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

Latest News

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01 February 2022

Optimising Operational Functions

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

Latest News

27 January 2022

How People React To Change

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

Latest News

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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...

Latest News

14 January 2022

Top Tips for Steering Committees

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

Latest News

04 January 2022

Meet the Directors – Kate Monserrate & Carl Woodward

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

Latest News

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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...

Latest News

02 December 2021

Top Tips – Lessons Learned

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

Latest News

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...

Latest News

18 November 2021

Join Simplify’s Associate Network

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

Latest News

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...

Latest News

11 November 2021

Why Women Should Invest

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

Latest News

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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 /...

Latest News

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...

Latest News

04 November 2021

Short, Sharp, Engagements

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

Latest News

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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...

Latest News

28 October 2021

Top Tips – Project Initiation

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

Latest News

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...

Latest News

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...

Latest News

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...

Latest News

11 October 2021

Simplify Academy Programme – Week One

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

Latest News

06 October 2021

My first week in Business Support

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

Latest News

14 September 2021

The Outsourcing Fundamentals

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

Latest News

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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...

Latest News

23 August 2021

Top Tips for Risk and Issue Management

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

Latest News

19 August 2021

Team Simplify

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

Latest News

12 August 2021

Picking the Right Methodology

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

Latest News

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...

Latest News

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...

Latest News

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...

Latest News

12 July 2021

Pensions Dashboards – Are you data ready?

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

Latest News

02 July 2021

Confused By Choice?

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

Latest News

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...

Latest News

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...

Latest News

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...

Latest News

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...

Latest News

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...

Latest News

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15 April 2021

Real-Time RCSAs

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

Latest News

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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...

Latest News

08 March 2021

Pension Contributions: The Easy Target?

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

Latest News

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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...

Latest News

01 February 2021

Does Investment Pathways go far enough?

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

Latest News

19 November 2020

International Men’s Day

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

Latest News

28 October 2020

Tackling Correspondence

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

Latest News

19 October 2020

Building the Brand

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

Latest News

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...

Latest News

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...

Latest News

10 September 2020

Risk – at what level?

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

Latest News

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...

Latest News

24 August 2020

Defibrillators in the Workplace

Exploring the importance of access to and usage of defibrillators in the workplace. [pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2020/08/Defibrillators-In-The-Workplace-v1.0.pdf”...

Latest News

17 August 2020

Confidence is a crisis

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

Latest News

06 August 2020

The Design Authority… Unpacked

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

Latest News

29 July 2020

New Norms – The Career Extension

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

Latest News

23 July 2020

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 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

Solvency II To the finishing line and beyond

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