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.
Tax Year End support
Help your clients make the most of their annual allowances and tax reliefs with our latest insights and strategies to help maximise client success in this tax year and the next.
Latest articles
Cancer has changed. Advice must continue to evolve
Scottish Widows’ Lesley Barsanti considers how as cancer survival improves, more people are living with its financial impact for longer and how advisers increasingly need evidence‑led conversations that reflect phased financial impact and the role of both immediate and longer‑term income resilience.
Protection in 2026: why advice needs to prove its value, not just state it
In this article we explore how young adults often rely on an “invisible safety net” of family, employers or the state. But those assumptions don’t always hold. While Gen Z believe protection matters, few are covered. Adviser conversations can reframe protection as independence - helping younger clients build resilience before life’s shocks arrive.
The invisible safety net: what happens when there’s no Bank of Mum and Dad?
In this article we explore how young adults often rely on an “invisible safety net” of family, employers or the state. But those assumptions don’t always hold. While Gen Z believe protection matters, few are covered. Adviser conversations can reframe protection as independence - helping younger clients build resilience before life’s shocks arrive.