The Debrief
Welcome to The Debrief, where opinion, insights and information from our experts lets you quickly and easily see what's new, what's next and what's exciting in our industry. Insight, inspirations and ideas to help you and your clients stay one step ahead.
Latest articles
The Impact of delayed milestones
For the next generation, key life goals are happening later in life. Presenting advisers with opportunity to develop deeper client relationships by reframing financial milestones as unique to the individual.
The real wealth transfer
By 2025, women could hold the majority of UK wealth. But with the gender investment gap continuing to widen, how can advisers reach more women?
Key person dependencies in a family
More people are becoming carers in the UK, putting families in the precarious position of being heavily reliant on a single person. But protection could help them.