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Financial Services
Our purpose is to help financial services institutions grow and deliver great service to their customers.
From managing risk and product innovation for insurers; helping asset managers with their distribution strategies, to helping bring institutional investment rigour to retail advisory businesses, we thrive on working with financial services organisations to help secure your future success and deliver great service to your customers.
Our services
Annual Life & Financial Services Scotland seminar
Join us on Wednesday 5 February, when experts from our LFS team, and guest speakers from the industry, share their insights on some of the key challenges and opportunities for the life insurance industry and wider financial services market. To find out more or register your place click the button below.
DB to DC transfers - when are they suitable?
In this webinar replay we are joined by Patrick Ingram from Parmenion, Michael Basi from Onvestor and Ryan Markham from Hymans Robertson. From the different perspectives of our panel, we look at the UK DB to DC transfer market including challenges facing advisers, suitability and advice post FCA review, and life after transfer advice.
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