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Insights

Your go to place for our latest content and topical market updates, designed to support you, your business and your clients.

In focus...

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  • Article
  • 6 min read
How a multi-stage life could shape 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.

Featured

a professonal woman on a conference call using earbuds and seated inside
  • Article
  • 5 min read
Breaking down the advice guidance boundary
two women are meeting in a modern office with bookcases and one woman is explaining something
  • Article
  • 3 min read
Demand for retirement advice increases
A man and woman are having a casual meetng to discuss a project at her desk and are looking at a tablet
  • Article
  • 7 min read
Pension contributions as a tool for tax planning

More latest

  • Infographic
  • 4 min read
What factors are affecting the financial advice industry?

Shifts in legislation, economic context, and consumer behaviour mean financial advice will always be evolving. In this infographic, we outline 5 key factors currently affecting the advice industry.

  • 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.

  • 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.

  • Infographic
  • 4 min read
How to become a wellbeing maximiser

What’s a wellbeing maximiser, how can you become one and how could it benefit you and your clients? Find out in our new infographic.

  • Article
  • 8 min read
Consumer Duty: top foreseeable harms according to advisers

We outline the top forseeable harms anticipated for clients and how this could shape advice – as chosen by advisers in our 5th Retirement Income report.

  • Article
  • 9 min read
The advice opportunity unlocked by the Spring Budget

Martin Haggart, Technical Manager (Pensions) outlines key opportunities for clients with LTA protections following changes in the 2023 Spring Budget.

  • Article
  • 8 min read
10 tips for the countdown to Consumer Duty

With the 31 July deadline fast approaching, Steven Cameron shares his 10 top tips to help you with the final preparations for Consumer Duty.

  • Article
  • 6 min read
Consumer duty – the impact on EBCs and workplace pensions

Steven Cameron outlines key questions and answers on how the new Consumer Duty will affect workplace pensions and the role of Employee Benefit Consultants.

  • Article
  • 4 min read
5 ways to optimise data to help you and your clients

Data optimisation could be crucial to securing good outcomes for your clients. Here are 5 ways data can help your business.

Latest

a professional woman in glasses is holding her tablet and smiling while looking out the window and leaning against a dark blue wall
  • Infographic
  • 4 min read
What factors are affecting the financial advice industry?
a professional man in suit and tie is concentrating on his tablet while standing in an office lobby
  • Article
  • 6 min read
How closing the advice gap could expand your client base
two men having an informal meeting in comfortable office chairs in a modern setting
  • Article
  • 8 min read
Consumer Duty: top foreseeable harms according to advisers
two women having a meeting and smiling while they look at a tablet
  • Article
  • 4 min read
5 ways to optimise data to help you and your clients

Featured

two women are meeting in a modern office with bookcases and one woman is explaining something
  • Article
  • 3 min read
Demand for retirement advice increases

More latest

  • 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.

  • Article
  • 3 min read
What does Gen Z want from financial advice?

Attracting and retaining Gen Z from an early age could help build long lasting relationships, as you help them navigate their way through life.

  • Article
  • 3 min read
The next 5 years of advice

In the final article in our 3-part series we discuss what the next 5 years of financial advice could look like.

Latest

man and woman looking at computer in their office near a window
  • Article
  • 8 min read
What's next for the gender pensions gap?
professional man is smiling and relaxed while walking through the office
  • Article
  • 8 min read
10 tips for the countdown to Consumer Duty
four woman sitting in a group discussion in a modern office setting
  • Article
  • 6 min read
Consumer duty – the impact on EBCs and workplace pensions
Female hand writing notes in jotter
  • Article
  • 7 min read
New Consumer Duty – key points from the latest FCA material

Featured

a professonal woman on a conference call using earbuds and seated inside
  • Article
  • 5 min read
Breaking down the advice guidance boundary

More latest

  • Article
  • 7 min read
Thinking ahead – pre-Budget predictions

Pensions Director, Steven Cameron, shares his wishes and predictions ahead of the Spring Budget on 15 March.

  • Article
  • 5 min read
New Consumer Duty – updates and news from the FCA

Our Pensions Director, Steven Cameron, summarises key points from FCA publications from the start of 2023 relating to the new Consumer Duty.

  • Article
  • 7 min read
Thinking ahead – finally, the new Consumer Duty

Steven Cameron gives an update on what’s changed in the FCA’s final regulations and guidance for the new Consumer Duty.

Latest

man in an office pauses during typing at his laptop to think
  • Article
  • 6 min read
How a multi-stage life could shape your clients’ advice needs
Handsome young businessman walking down the street, going to work
  • Infographic
  • 4 min read
How to become a wellbeing maximiser
Female in office holding coffee mug and thinking
  • Article
  • 3 min read
Helping your clients become a financial wellbeing 'all-rounder'
two mature female friends enjoying a gentle hike in nature
  • Article
  • 3 min read
Why financial wellbeing should be part of your advice

Featured

two female colleagues in office laughing
  • Article
  • 7 min read
Why does financial wellbeing matter?

More latest

  • Article
  • 4 min read
Financial wellbeing and its impact on your profit margins

In the first article in our 3-part series we focus on financial wellbeing and how this can lead to enhanced profitability for your business.