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
Taking stock of a shifting wealth landscape
Any change of Government inevitably brings change – and this time is no different. And of course, it has come at a time of huge global uncertainty. But what do advisers and their clients need to be aware of to successfully navigate the next few years?
The reality of retirement
Most people perceive their retirement as a time of freedom and relaxation. Whether it’s travelling the world, discovering new hobbies, or spending more time with loved ones, people tend to have an idyllic view of how their retirement will take shape. However, the perception often differs from the reality, and financial challenges still persist for many - highlighting the importance of diligent financial planning.
Avoiding the ‘pink pound’ blind spot
As the UK celebrated Pride month, it’s a reminder of the financial challenges facing many within the LGBTQ+ community and the steps that advisers can take to help ensure that the particular challenges facing LGBTQ+ clients can be best mitigated and overcome.