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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
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.

Featured

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  • Article
  • 5 min read
What’s driving the demand for retirement advice in 2024?
Male and female professionals smiling while looking at laptop
  • Article
  • 4 min read
How will AI impact financial advice?
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
  • 5 min read
Five Spring Budget takeaways for you and your clients

Head of Pensions, Steven Cameron, highlights some of the biggest updates from the 2024 Spring Budget and what this could mean for your clients.

  • Article
  • 4 min read
Are investors experiencing 'cash distraction'?

Our Head of Portfolio Management, Anthony McDonald, highlights why ‘cash distraction’ may now lead to savers missing out on opportunities for investment growth.

  • Article
  • 5 min read
The Advice Guidance Boundary Review paper – a summary

Following the FCA and Treasury's release of the Discussion Paper on the Advice Guidance Boundary Review, Pensions Director Steven Cameron summarises the key proposals and what this could mean for the future of the advice gap.

  • Article
  • 5 min read
Thinking ahead to 2024 part 2: more pension plans and FCA priorities

In the second of this two-part series, Pension Director, Steven Cameron, shares further expectations for pensions in 2024, plus what we might come next for the FCA.

  • Article
  • 7 min read
Thinking ahead to 2024 part 1: pre-election pension plans

In part one of this two-part series, Pensions Director, Steven Cameron looks ahead at what we might expect from the current Government ahead of a potential 2024 election.

  • 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.

  • 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.

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

a professional woman engaged in a very focussed conversation
  • Article
  • 5 min read
What’s driving the demand for retirement advice in 2024?
Male and female professionals smiling while looking at laptop
  • Article
  • 4 min read
How will AI impact financial advice?

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

Businesswoman checking her phone while out on a walk
  • Article
  • 6 min read
Unpacking the FCA thematic review of Retirement Income Advice
middle aged adviser outside reading the newspaper
  • Article
  • 5 min read
Five Spring Budget takeaways for you and your clients
Three-quarter front view of mid 20s Saudi executive in coat-style abaya standing at window in modern office and checking mobile device.
  • Article
  • 5 min read
The Advice Guidance Boundary Review paper – a summary
woman in a brown jumper pauses while working on her laptop to think and drink coffee
  • Article
  • 5 min read
Thinking ahead to 2024 part 2: more pension plans and FCA priorities

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 to 2024 part 1: pre-election pension plans

In part one of this two-part series, Pensions Director, Steven Cameron looks ahead at what we might expect from the current Government ahead of a potential 2024 election.

  • 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
  • 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.

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

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.