New Blood report 2026
Financial planning needs new blood. Yet as a career, that prospect appeals to very few young people today.
The meaning of value 2025
Our third annual study with Royal London looking at the meaning of value, offers a unique look at what clients genuinely care about.
State of the Advice Nation 2024/25
State of the Advice Nation is the UK’s best insight into the advice profession, combining business and sentiment data.
The meaning of value 2024
Our second wave of research with Royal London looking at how consumers and advisers define value.
State of the advice nation
State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.
The meaning of value
We’ve worked together with Royal London to understand what customers actually value.
Advice gap report
This report explores the impact of the cost of living crisis on consumers’ savings and investments. It also looks perceptions of value for money.
State of the Adviser Nation Wave Five
State of the Adviser Nation is our flagship adviser research study. Wave Five is a must-read to what’s going on in the financial planning profession
A Fragmented World
Clients, advisers and providers are all facing their own fragmentary forces. It’s how we navigate this together that will determine the longer-term outcomes clients enjoy and it’s this that we explore in this publication.
House Rules
The equity release industry has faced an uphill battle to shed the negative perceptions which have followed it around for the last several decades. While not unreasonable, those perceptions are largely outdated and this paper looks at it through fresh eyes.
