The meaning of value
We’ve worked together with Royal London to understand what customers actually value.
The 2023 Nucleus Retirement Confidence Index
Nucleus Financial Platforms, one of the UK’s leading, independent, adviser platform groups, launched the UK Retirement Confidence Index in November. The comprehensive study, the first of its kind, involved surveying more than 2,200 UK adults aged 50 and over by YouGov. It’s based on responses to the central question of how confident those approaching or […]
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.
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 While not unreasonable, those perceptions are largely outdated and this paper looks at it through fresh eyes.
Crossing The ESG Event Horizon: An Adviser’s Guide
With ESG it can feel hard to see the wood for the trees. That’s why our report focuses on really cutting through to the practical realities of sustainable investing today.
