In focus...

smiling woman with long hair working at home

Article 4 min read

Why people are turning to Reddit for financial advice

Reddit is growing as an unlikely source of investment advice - it's important to understand why, and how you can keep up.

Side view of a young woman working on laptop in kitchen at home

Article 10 min read

The regulators set out their plans to support UK economic growth

The Government called on financial services regulators to set out how they plan to support their growth agenda. Here's how they responded, with our thoughts and key takeaways.

business people discussing work in modern workspace

Article 6 min read

What will platforms look like in the future?

This article explores the findings of NextWealth's Platforms Unpacked guide, sponsored by Aegon. By looking at how the platform market has developed in the past, we consider what it could look like in the future.

Featured

four colleagues at a desk in an office brainstorming together

7 steps for building an effective platform strategy

Article 8 min read

Choosing a platform model to suit your business is one of the most important strategic decisions you'll make, but it's also one of the hardest. In this article, we lay out seven steps that could help you to develop an effective platform strategy, enabling you to make the most of your platform.

More latest

Article 5 min read

How a multi asset fund could help ease CGT exposure

In this article, we discuss how multi-asset funds could be a potential answer to managing CGT liabilities.

Article 6 min read

Intergenerational wealth planning provides opportunity

Tax and Trusts Manager, Elaine Cruickshank, outlines how intergenerational wealth planning provides a real opportunity for advisers.

Article 6 min read

2025 predictions for advisers

From the new Labour Government to the Advice Guidance Boundary Review and life after Consumer Duty, our Pensions Director, Steven Cameron, reflects on 2025's key regulatory developments and explores his predictions for 2025.

Article 7 min read

Thinking ahead to targeted support

The FCA is consulting on targeted support for pension and investment decisions, with draft rules expected in early 2025 to provide accessible, affordable assistance at crucial times.

Article 6 min read

How living longer could affect your clients' advice needs

Using our new 'Second 50' research, we explore how an evolving 'multi-stage' life could shape your clients' advice needs in the future.

Article 4 min read

Simplifying the FCA rulebook post Consumer Duty

Our Pensions Director, Steven Cameron, explores the FCA’s Call for Input following the introduction of the Consumer Duty, sharing his thoughts on where there’s possible scope for removing or simplifying requirements as well as potential implications.

Article 7 min read

Finfluencers: How to keep up with the changing face of financial advice

The way customers consume financial advice is changing, with younger generations turning to social media for guidance on money and investing.

Article 4 min read

What does Gen Z want from financial advice?

The first generation of 'digital natives' is a huge potential client base for financial advisers. This article will help you attract - and retain - their attention.

Article 8 min read

Autumn Budget: is pensions tax relief set to be the ‘fall guy’?

In this article, our Pensions Director, Steven Cameron, explores potential Government pension tax reforms ahead of the Autumn Budget on 30 October 2024 as they look to plug the ‘black hole’ in the nation’s finances.

Latest

Article 4 min read

Why people are turning to Reddit for financial advice

Reddit is growing as an unlikely source of investment advice - it's important to understand why, and how you can keep up.

Article 6 min read

What will platforms look like in the future?

This article explores the findings of NextWealth's Platforms Unpacked guide, sponsored by Aegon. By looking at how the platform market has developed in the past, we consider what it could look like in the future.

two women sit at a high table and have a casual meeting in a modern office with a sofa in the foreground

Article 5 min read

How a multi asset fund could help ease CGT exposure

In this article, we discuss how multi-asset funds could be a potential answer to managing CGT liabilities.

Featured

adviser in red shirt drinking coffee talking to client

Client referrals: strategies to grow your business

Article 8 min read

Learn how to navigate the barriers and drivers of referrals, and a systematic approach to becoming referrable, using research and expertise from our Behavioural Insights team.

More latest

Article 7 min read

Finfluencers: How to keep up with the changing face of financial advice

The way customers consume financial advice is changing, with younger generations turning to social media for guidance on money and investing.

Article 4 min read

What does Gen Z want from financial advice?

The first generation of 'digital natives' is a huge potential client base for financial advisers. This article will help you attract - and retain - their attention.

Article 5 min read

Is your marketing strategy fit for a rapidly changing world?

With the world changing quickly, here are 7 considerations for effective marketing in modern society.

Article 4 min read

How will AI impact financial advice?

Find out how AI is being used by financial advisers, the opportunities it brings and how it could shape the way you work in the future.

Article 6 min read

How closing the advice gap could expand your client base

Research from The Lang Cat shows that removing three key barriers to advice could lead to double the number of paying clients. Here’s what you need to know.

Article 4 min read

7 financial planning trends in 2023 and beyond

Financial planning trends are led by a number of factors. Here are 7 of the biggest trends shaping the industry in 2023 in beyond.

Latest

Article 10 min read

The regulators set out their plans to support UK economic growth

The Government called on financial services regulators to set out how they plan to support their growth agenda. Here's how they responded, with our thoughts and key takeaways.

Smartly dressed business woman participating in webinar from home

Article 6 min read

2025 predictions for advisers

From the new Labour Government to the Advice Guidance Boundary Review and life after Consumer Duty, our Pensions Director, Steven Cameron, reflects on 2025's key regulatory developments and explores his predictions for 2025.

senior businessman standing in restaurant, talking on phone

Article 7 min read

Thinking ahead to targeted support

The FCA is consulting on targeted support for pension and investment decisions, with draft rules expected in early 2025 to provide accessible, affordable assistance at crucial times.

Featured

7 steps for building an effective platform strategy

Article 8 min read

Choosing a platform model to suit your business is one of the most important strategic decisions you'll make, but it's also one of the hardest. In this article, we lay out seven steps that could help you to develop an effective platform strategy, enabling you to make the most of your platform.

More latest

Article 4 min read

Simplifying the FCA rulebook post Consumer Duty

Our Pensions Director, Steven Cameron, explores the FCA’s Call for Input following the introduction of the Consumer Duty, sharing his thoughts on where there’s possible scope for removing or simplifying requirements as well as potential implications.

Article 8 min read

Autumn Budget: is pensions tax relief set to be the ‘fall guy’?

In this article, our Pensions Director, Steven Cameron, explores potential Government pension tax reforms ahead of the Autumn Budget on 30 October 2024 as they look to plug the ‘black hole’ in the nation’s finances.

Article 5 min read

Pension Dashboards latest everything you need to know

Our Head of Pensions, Kate Smith, shares the latest information on pension dashboards.

Article 8 min read

How could the new government affect pensions and advice?

In this article, our Pensions Director, Steven Cameron, explores Labour’s confirmed and potential plans for UK’s pension policy, considering what future changes could mean for the pensions world and the advice you give.

Article 6 min read

Unpacking the FCA thematic review of Retirement Income Advice

Pensions Director, Steven Cameron, addresses key points from the FCA's thematic review of Retirement Income Advice.

Article 8 min read

What's next for the gender pensions gap?

Our Head of Pensions, Kate Smith discusses the DWP’s first gender pension gap report and what it means moving forward.

Latest

older couple lying in grass and enjoying skies

Article 6 min read

How living longer could affect your clients' advice needs

Using our new 'Second 50' research, we explore how an evolving 'multi-stage' life could shape your clients' advice needs in the future.

seniorwoman with glasses at a book club smiles at another woman

Article 4 min read

3 ways financial wellbeing can support Consumer Duty

In this article we’ll show you 3 ways that prioritising your clients’ financial wellbeing could align with the ability to meet your Consumer Duty objectives

a woman seated at a window in a modern kitchen is reading paperwork and thinking with a bowl of food and a plant in the foreground

Article 7 min read

How advisers can best support clients going through a divorce

During this turbulent time, you can offer your clients vital support. Here are some strategies that could help you assist your clients navigate divorce.