INSIGHTS HUB

WELCOME

The insight hub is the new home for our resources to support your advice process and your clients.

Below you can access due diligence guides, advice tools, insights, and more.

RESOURCES FOR YOU

INVESTOR CONFIDENCE BAROMETER

Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors.

PARAPLANNER SURVEY

Our annual temperature check on the health of the paraplanning profession and an insight into the increasingly crucial role that paraplanners play.

SUPPORTING VULNERABLE CUSTOMERS

We know how important it is to have the relevant resources available to aid conversations and better engage with anyone we consider to be vulnerable.

INSIGHTS

Our home for the latest research, thought leadership, insights and press releases.

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THE PLATFORM PARAPLANNER ROOM

A new space dedicated to paraplanner perspectives on the business of advising.