The Latest on Illuminate Insight...
14 May 2024
Practice development
How to measure the impact of your advice
One of the requirements now facing advice firms under the Consumer Duty rules is the need to demonstrate the impact of advice. In a way, this is nothing new. For example, client testimony videos…
13 May 2024
Industry
Why ‘greenhushing’ could be a hidden threat to sustainable investment
As global interest in sustainable investments grows, a new, subtle challenge is emerging: 'greenhushing'. This practice, where companies choose not to disclose their sustainability goals, even when…
8 May 2024
Compliance and regulation
The Consumer Duty's closed products and services review
Rightly, a lot of recent attention has been given to the Consumer Duty reporting deadline (which we’ll cover in our next article). However, firms must also be aware that as we approach the deadline…
7 May 2024
Practice development
Good habits adopted early: advising the next generation of savers
“What will yours grow into?” asked the adverts for Child Trust Funds (CTF) when they launched two decades ago. With regular payments from parents and other family – plus the added incentive of a…
