Guest Blog

The Government Cyber Governance Code of Practice – it’s a question of leadership The government is continuing to press UK businesses to take a stronger approach to improving cyber resilience…

Back in 2018, we were lauding the arrival of a new pensions dashboard – probably the following year. Well, we got that one wrong!

A couple of weeks on from the FCA’s commentary on ongoing servicing, what do their findings really mean?

PIMFA Guest Blog: Alasdair Wilson, Investment Specialist at Verve disscusses 3 ways to manage retirement income

We identify the five considerations that we believe financial intermediaries should have front and centre as they look ahead.

PIMFA Guest Blog: Finding annuity purpose, here Grant Callaghan, Financial Planning Specialist at We Are Verve, discusses annuity sale increases.

As an outsourced, multi-service provider I have seen my fair share of suitability report templates. The good, the bad and the downright (Times New Roman) ugly.

For wealth management firms, trust and credibility are their pillars of success. Clients entrust firms with their life savings, investments, and future security. Any association with individuals or entities involved…

Wealth Management: Finding the Industry’s iPod Moment When I left my first city job back in 2006, my colleagues gifted me an iPod. At the time, I didn’t fully grasp…

In an industry where client demands are increasing, wealth managers face the complex task of balancing operational efficiency with comprehensive service offerings.

Under the new duty, employers are required to take a proactive approach to tackling sexual harassment, the intention being to shift the emphasis from redress to prevention.

The digital generation changed everything. This is why the FCA’s recent Consolidator Review is so important.

In the fast-paced landscape of wealth management, digital transformation has emerged as a necessity to meet rising client expectations and adapt to evolving regulations.

The use of AI models in the insurance sector raises significant concerns, according to Nikhil Rathi, Chief Executive of the Financial Conduct Authority (FCA).

The initial stages of financial planning receive the lion's share of attention in digitalised and physical investment advice experiences. However, once the prospect becomes a client, an important part of…

The pressured environment of the wealth management sector can be a breeding ground for stress.

Identity verification has undergone a significant transformation in the last decade, moving far beyond the traditional methods of validating, such as posting paper documents and physical IDs.

PIMFA Guest Blog: Head of Market Engagement at Worksmart discusses, the role of Training and Competence in modern financial services.

PIMFA Guest Blog: TCFD Reporting: How to Win Over Climate-Conscious Clients, here Joshua McAlpine, Content Manager at Morningstar, discusses what the TCFD Reporting requirements are and how they can benefit…

PIMFA Guest Blog: Accelerating capital deployment within a multi-sleeve private markets programme, here Sebastian Maciocia, Director of Wealth Management at Mercer discusses considerations for wealth managers venturing into private markets.

Operational resilience has become a critical priority for institutions of all sizes. The increasing complexity of global supply chains, coupled with growing regulatory pressures, demands a robust approach to managing…