Debrief Article Archive
Supporting your business opportunities
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.
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?
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.
The Impact of delayed milestones
For the next generation, key life goals are happening later in life. Presenting advisers with opportunity to develop deeper client relationships by reframing financial milestones as unique to the individual.
The real wealth transfer
By 2025, women could hold the majority of UK wealth. But with the gender investment gap continuing to widen, how can advisers reach more women?