White Papers

Built to Prove It: Operationalising Advice Integrity

Audit-Proof: Why Real-Time Suitability Scoring Beats Retrospective Monitoring

How a Suitability Consultant Assures the Robustness of Your Advice

Safe Withdrawal Rates & The Research So Far: White Paper

Centralised Retirement Propositions

A framework for delivering robust, repeatable and reliable financial planning

Central Investment Propositions

Suitable suitability

It’s about your advice

IFA Central Investment

Feeling the benefit of financial advice

Financial advice business benchmarking – Nextwealth PFS

The future of fees – Simon Kucher

The rise of the Paraplanner – 2019 report

Measuring client perceptions adviser value – Vanguard

What it’s worth – revisiting the value of financial advice

Getting you started in Paraplanning

Public attitudes to financial advice – LV