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

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.

Tax year end support

Latest articles

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The Covid legacy

As we race towards the five year anniversary of the first COVID lockdown on the 23rd of March 2020, we are now seeing the lasting legacy the pandemic has had on the workplace and people’s attitude and approach towards savings and retirement.

 

 

COVID Legacy
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Navigating semi-retirement

A look at the rising number of people working part-time rather than stepping back from work entirely. What are the key aspects that need to be front of mind when planning for this more hybrid financial future?

Navigating semi-retirement
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Mitigating the 'singles tax'

Pulling together strands from the numerous pieces of research to examine the financial differences of married vs single clients in relation to pension, savings, and insurance gaps.

'Singles tax'

Supporting adviser’s mental health

Supporting adviser’s mental health

Supporting adviser mental health is crucial for the protection industry, as advisers often face high-pressure environments and demanding workloads. Vikki Harrison looks at how the protection industry can support advisers.

Advisers' mental health

Mental Health Awareness are we doing enough to support clients with improving their mental health?

Mental Health Awareness are we doing enough to support clients with improving their mental health?

Vikki Harrison explores how advisers can help to remove the stigma of having conversations around mental health and help clients to feel supported.

Mental health awareness

The Growing Need for Client Support in Mental Health

The Growing Need for Client Support in Mental Health

Vikki Harrison, explores the complexities of mental health conditions and the current challenges in accessing care, and how both providers and advisers can better support clients and help them navigate the available resources sooner.

Clients' mental health

Investment Perspectives

Investment Perspectives

Topical insight from our experts and appointed investment managers and fund analysis from our Fund Manager Assessment Team.

Expert insight

Debrief articles archive

Debrief articles archive

Get previous insights on a range of topical themes impacting our industry.

Debrief articles archive

Tools and Calculators

Tools and Calculators

Our tools and calculators help you review your clients' policies and show your clients how you can add value.

Explore tools

The expert series

The expert series

Our Expert Series includes topical webinars, vodcasts and podcasts to help you navigate the changing market, both now and in the future. 

Explore Expert Series