THIS IS WHAT WE DO

We make the complex simple. If you know your stuff, your audience and how to bring the two together, complex has no place in the end result.

We work with providers and financial advisers across advised, direct, robo, investment and life companies.

We get new propositions off the ground, breathe life into strategy and communicate it all in a way that works.

We blend consultancy and strategic communications like no-one else.

LATEST PUBLICATIONS

Making the complex simple is at the heart of what we do! and the many reports we publish are proof of that. Our guides to both the advised and direct platform markets are packed full of data, commentary, analysis, pricing heatmaps, high-end cat images and the occasional rogue pun. We’ve also published standalone reports on platform pricing, investment outsourcing, the retirement savings market, withdrawal products and more. Lots more! We even give some of them away for free, and there’s plenty more on the way. They’re all 100% genuine lang cat and they’re all right here.

Signal to noise, Barriers to transfer business

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OUR RECENT PURRINGS

If there’s one thing we’ve always got to spare, it’s an opinion. We like telling people what we think. If something’s going on, this is where you go to get our take on it.

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THE TOP CLASS WEDNESDAY UPDATE SAYS IT’S A DEAL, IT’S A STEAL

You know that bit in Lock, Stock And Two Smoking Barrels where Dog’s crew are ripping off Snow White and … Continued

HMRC take HL to the (super)cleaners

Summer holidays are always a good time to bury good news, and as I glanced at my iphone from my … Continued

SECCL TAKES UP RESIDENCE IN OCTOPUS’S GARDEN; SHADE STATUS UNCLEAR

A few quick thoughts on the announcement from Octopus today that it will acquire Seccl for £10m subject to regulatory … Continued

PLATFORM DIRECTORY

There’s nothing we don’t know about advised platforms. And we believe in sharing that knowledge. Which is why our platform directory ‘the place to go for everything you need to know about advised platforms’ is completely free to access. Want to know how much a platform charges, its latest financial strength ratings, client reporting options or mobile capability? You’ve come to the right place.

Ditto if you want to know anything from the wrappers and the assets available to pension options and planning tools on offer. It’s all here, and it’s all free. Did we mention that?