Introducing our new website – and the thinking behind it

While the old site did the job just fine, we’ve been aware that there was a room for improvement, and that’s why we’ve overhauled the website.
The Top Class Wednesday Update still doesn’t understand the rules of Pointless

Mike covers the challenge of defining what customers value and why being able to do so matters for Consumer Duty compliance.
Pensions, politics and priorities

Our Director of Public Affairs, Tom McPhail, reflects on the Autumn Statement and its headline proposal around the idea of a pension pot for life.
How do we deliver pension reform well?

It seemed there were actually some grown ups involved in the Autumn Statement this time round. But what will it take to make a success of their ideas in practice?
The Autumn Statement papers to keep an eye on

The policy papers, proposals and consultations from the Autumn Statement that are worth flagging.
The Top Class Wednesday Update is also for life

Mark pays tribute to the late, great Bill Vasilieff and speculates what the Autumn Statement might have in store. From pot for life pension proposals to possible tax giveaways.
The Top Class Wednesday Update can write nasty letters too

Last week’s Dear CEO letter from the FCA is unlikely to be making it into the Christmas compilations. Mark says ‘ooft’ and looks at some key points.
The Top Class Wednesday Update doesn’t see any intelligence at all

AI, Space Karen and Skynet. This week’s TCWU’s got it all going on. Mark considers whether AI is a threat or an opportunity for advisers and planners.
Have your say in State of the Advice Nation

State of the Advice Nation (SOTAN) is the lang cat’s flagship annual adviser research study and we’re in the throes of gathering the views of financial advice professionals for wave six.
The Top Class Wednesday Update says it’s better late than never

Fresh from a luxurious spa weekend, Steve shares some early insights from our annual State of the Advice Nation research.