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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...

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.

side view of a father having fun with his son in the living room at home
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.

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.

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 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.

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 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

Latest

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.

young woman in a winter jumper and jacket looking at her phone walking in the city
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.

female worker in bright pullover laughing at her desk in office and chatting with anonymous co-worker.
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.

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

5 ways the election could affect pensions

In this article, Pensions Director, Steven Cameron, looks at the biggest issues in the world of pensions and where the major political parties stand on them ahead of the UK General Election on 4 July.

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 5 min read

What’s driving the demand for retirement advice in 2024?

Find out what’s driving demand for retirement advice and how aligns with client objectives, aspirations and concerns in our summary of the sixth annual NextWealth report.

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

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.

Serious businessman using laptop sitting at cafe, focused guy in suit communicating online, writing emails, distantly working or studying on computer in public place. Young businessman working on restaurant after work or in coffee break
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.

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 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 10 min read

Consumer Duty: preparing for the next deadline and beyond

As the one year anniversary and first deadlines of Consumer Duty approaches , Steven Cameron reflects on the most recent developments that could impact adviser firms.

Article 7 min read

Government and regulatory proposals – key updates May 2024

Pensions Director, Steven Cameron, shares an update on recent developments and potential advice considerations as these initiatives develop throughout 2024.

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.

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.

Featured

father, son and dog enjoying a morning in the garden together

4 reasons why financial wellbeing should be part of your advice

Article 4 min read

As life becomes more 'multi-staged' we explore 4 reasons why financial wellbeing should be embedded in your advice.

More latest

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.

Latest

smiling mother and father with their young child in their bedroom at home
Article 5 min read

5 practical ways your clients could support their loved ones

Your clients could be starting to think about how to support their loved ones, especially when they’re no longer around. To help your clients consider what options are available, you can find some practical ways here to take them through.

Young woman using smartphone while crossing street. Sydney, Australia.
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.

a phappy rofessional woman is chatting with her male coworker whle a third woman looks on
Article 7 min read

Pension death benefits – don’t leave it too late

Pension death benefits – don’t leave it too late

Featured

side view of a father having fun with his son in the living room at home

Intergenerational wealth planning provides opportunity

Article 6 min read

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