What are the first principles of good financial advice?
Now we know what good financial advice is not, we can start to pin down what it actually is.
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We must stop confusing advice with compliance
The “Advice gap” has been much talked about since the Retail Distribution…
Transforming Financial Planning with the Power of AI
Imagine a financial planning tool that truly understands you, not just your…
What is holistic advice?
In a world full of meaningless buzzwords and hashtags, it can be…
A quantitative approach to Targeted Support
A new era in support for decisions on pensions? The FCA published their latest consultation paper CP24/27 “Advice Guidance Boundary Review – proposed targeted support reforms for Pensions” on 12 December 2024. The FCA’s proposals aim to bridge the gap between financial guidance and advice for pensions, offering Targeted Support to help consumers make more informed decisions about their retirement savings, without providing a full personal recommendation.
The power of a financial plan
With a week to go to the budget and a range of potential tax increase options being discussed, it is natural that many of us will be anxious about what this budget may mean to our financial future. At times like this, a financial plan can be invaluable in helping consumers visualise the impact of their choices and make informed decisions.
The problem of hybrid advice – and how to solve it
At Envizage, we believe hybrid advice should be customer-centric. That means combining good old fashioned financial advice with cutting edge financial technology. By pairing human insight with cutting edge innovation, advisors can deliver better outcomes for customers.
A New Movement In Financial Planning
Our mission at the Academy of Life Planning is to make you…
Stephen Coates and Vinay Jayaram: Time to get real on DC adequacy
Most people have no chance of meeting the PLSA retirement living standards no matter how hard they try say Stephen Coates principal, Mercer and Vinay Jayaram CEO, Envizage
Capco and Envizage announce strategic partnership
Capco and Envizage, the London-based analytics software provider, have announced a new partnership that will see the two companies working together to deliver the benefits of Envizage’s simulation-based holistic advice engine for financial services.