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
Building a better financial future for female clients
Insights from our Women & Retirement Report help tell the wider story about the key challenges/opportunities facing female clients.
Recognising Vulnerability
Vulnerability can be complex. Read our article for support in approaching the issue with greater confidence.
Psychology of retirement
We consider the shift in mindset as clients retire, stop saving and start spending, and how advisers can support both clients and their families at this milestone, with an intergenerational approach.