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
Bridging the Multi-Stage Gap: Women’s Retirement Readiness in 2026
Career breaks can be both necessary and beneficial for women for a variety of reasons, and they are more likely to take them than men. But few see the effects on their path to retirement.
As the pensions gap grows, career breaks have an unequal impact on women, prompting the question - how can advisers support and address this disparity?
The Impact of Salary Sacrifice Changes and 2029 Action Plans
The Autumn Budget introduced a policy change that, at first glance, may appear to be a small administrative tweak - but implications could be significant. While changes don't come into effect until 2029, advisers must grasp the opportunity to initiate comprehensive conversations with clients to future-proof their finances.
Are ISAs still a must-have as part of Advisers’ toolkits?
Cash ISAs are proving increasingly popular despite lower-than-inflation returns over the past 10 years, while Stocks & Shares ISAs prove much more successful. However, with changes set to take effect in 2027, are they still a crucial part of an adviser's toolkit?