DEADx 2019

The DEADx TALKS has been proudly punching a hole in that problem since 2015, and we’re happy to be back at The Crypt On The Green in fashionable London once again this November. Our subject this year is – take a deep breath – value.

SOTAN 2019

We’ve recently launched our annual State of the Adviser Nation survey. If you are an adviser, paraplanner, administrator, or anything to do with an advisory firm, we want to hear your views.  As well as being hugely grateful for your time, anyone who participates will get a free copy of our Annual Guide to Advised Platforms worth £200.

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 IS THINKING ABOUT THE IMPORTANT STUFF

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Mental health awareness is for life, not just for #WorldMentalHealthDay

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THE TOP CLASS WEDNESDAY UPDATE PREFERS PROFITABLE EXOTIC SPICES

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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?