What's next for pension reform?
Our experts are all over the detail of Pot For Life and other proposals set to rock the pensions world.
Financial services insight and communications. Delivered with impact. By people who really know their stuff.
/ RESEARCH & CONSULTANCY
Independent intelligence
Platforms are our heartland, but we’re about much more than that. Expect agenda-setting insight and analysis, regular market reporting and bespoke insight. Powered by our 1,300-strong adviser panel.
/ PR & COMMUNICATIONS
Comms & PR, but better
If you’ve got something complex to say you need an agency who understands PR and the topic. That’s us. From media to marcomms, we’re the people you wish you’d hired in the first place.
/ REGULATORY & PUBLIC AFFAIRS
Engagement and influence
We can help you take the opportunity to shape regulation, mitigate regulatory risk or simply be seen to influence the debate both within the financial services sector and beyond.
- 10:00 am
- February 8, 2024
- Hybrid
Join us in London on 8 February in person at the beautiful Kings Place, or online via live streaming.
/ Analyser
Platform and MPS suitability and due diligence simplified
- Save time every time you complete due diligence
- Evidence your client suitability
- Use our tried and tested, Consumer Duty ready process
The meaning of value
We've worked together with Royal London to understand what customers actually value.
/ Research
The impact of poor platform service
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
/ Newsletter and notifications
Never miss out on a lang cat opinion
The policy papers, proposals and consultations that landed with the Autumn Statement last week seem quite co-ordinated for a change, and there are a few worth flagging.
/ Featured case study
/ Clients
