Conferences

Consideration of a mixed advice model September 2011. - David Burns provides some thought-provoking data around the merits of Independent versus Restricted Advice models within an advisory firm. Presentation given to the Personal Finance Society September 2011.

Overview of UK Protection Market June 2011 - Jonathan Gunby gives the opening address at the 2011 Protection Review conference in London, providing an overview of trends in the current market and provoking thinking on what future market scenarios may look like.

Wrap Evolution – Consolidation or Specialism?: An overview of the UK investment platform market, examing key trends, intermediary behaviour and likely future scenarios. Presented to TISA 9th June 2011

The dream lives on: Consumer expectations of retirement. An exploration of expectations and planning for retirement drawing from NMG qualitative and quantitative research, from ONS statistics and underpinned by theory from behavioural economics and psychology.