Guest Blog

Read the latest industry thoughts and opinions in our regular guest blog.

Ongoing servicing: FCA findings for firms
Ongoing servicing: FCA findings for firms A couple of weeks on from the FCA’s commentary on ongoing servicing, what do…
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Strategic, sustainable and selective: 3 ways to manage retirement income
Strategic, sustainable and selective: 3 ways to manage retirement income Retirement income, and certainly generating a sustainable income, is a…
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Finding annuity purpose
Finding annuity purpose Data from the Association of British Insurers (ABI) shows that annuity sales increased by 24% for the…
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Top considerations for financial intermediaries 2025 
Top considerations for financial intermediaries 2025  We identify the five considerations that we believe financial intermediaries should have front and…
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The suitability of suitability reports
The suitability of suitability reports As an outsourced, multi-service provider I have seen my fair share of suitability report templates.…
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Why Wealth Management Firms Must Prioritise PEPs and Sanctions Screening
Why Wealth Management Firms Must Prioritise PEPs and Sanctions Screening For wealth management firms, trust and credibility are their pillars…
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Wealth Management: Finding the Industry’s iPod Moment
Wealth Management: Finding the Industry’s iPod Moment When I left my first city job back in 2006, my colleagues gifted…
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“I Want to Break Free” (from Operational Complexity): Building Scalable Wealth Management Operations for Growth
"I Want to Break Free" (from Operational Complexity): Building Scalable Wealth Management Operations for Growth Imagine wealth managers humming along…
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Protecting the workforce: preparing for the new duty on employers to prevent sexual harassment
Protecting the workforce: preparing for the new duty on employers to prevent sexual harassment As part of a continued concerted…
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