White PapersWhite Papers & Research
Longer-form thinking for advice firms
Our library brings together We Complement white papers and wider industry research covering financial advice, technical planning, suitability, regulation and the issues shaping advice firms.
Looking for our latest thinking on professional judgement, AI and advice evidencing? Explore Tony Slimmings’ Advice, Evidence & Judgement series.
Latest series
Advice, Evidence & Judgement
A connected series exploring professional judgement in financial advice, the role of AI, evidencing and how firms can test and improve the way advice is constructed.
White Paper Library
Why We Complement
Pursued ISO 27001
Pursued ISO 27001
Govern It: Why Advice Integrity Is a Board Level Responsibility
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
Public attitudes to financial advice – LV
