Q3 Platform market scorecard

The Q3 2025 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.
The FCA’s latest stats on the health of the advice market

What the latest FCA numbers tell us about the shape of advice, from firm and client numbers to independent vs restricted advice.
The Top Class Wednesday Update says win in Perth, win the series

Mike on Royal London’s latest Meaning of Value report, and demonstrating the value of advice in the midst of Budget uncertainty.
Notes and impressions from Financial Planning Live

HomeGame 5 saw our first theatre experiment, showing financial planning live and in high definition. Nicola and Jennifer Ellis share what the process was like.
HomeGame 5? Completed it, mate.

That’s HomeGame over for another year, but New Blood lives on for London 2026…
The path to the lang cat: Alison’s story

Alison on life at the lang cat versus life at the regulator, with some European public affairs and philosophy thrown in for good measure.
The path to the lang cat: Linda’s story

Having a career plan isn’t the be-all and end-all. Sometimes you can end up where you’re meant to be even when you’re not sure what’s next.
TCWU went back to skool

Mark talks to a class of Higher Business studies students ahead of HomeGame 5. Was there a teachable LinkedIn moment? Read on to find out…
Q2 Platform market scorecard

The Q2 2025 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.
The Top Class Wednesday Update has some headspace between nine and quarter past three

Steve conducts some renegade research ahead of official data on what those at the start of their adult lives think about planning and financial education.