Imago - Insights
Insights, Issues and Opinions
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20 / 04 / 2021
The spectre of negative interest rates
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15 / 04 / 2021
What will pensions look like 99 years from now?
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06 / 04 / 2021
Transforming retirement planning with big data and AI
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25 / 03 / 2021
Jessica List: Pensions At Age 75 - The Big Event
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25 / 03 / 2021
Lockdown lessons as offices open up
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17 / 03 / 2021
Can machine learning give IFA clients an ESG investment selection edge?
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12 / 03 / 2021
Advisers must prepare for negative interest rates
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11 / 03 / 2021
Business lessons from Aesop’s Fables
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05 / 03 / 2021
Exploring the power of AI to provide more accurate ESG ratings
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04 / 03 / 2021
Tech is real hero in pension charge disclosure story
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25 / 02 / 2021
Applying the Stockdale Paradox to lockdown life
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16 / 02 / 2021
Jessica List: Key SIPP Developments
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11 / 02 / 2021
Chris Read: The Covid-19 Divine Comedy
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28 / 01 / 2021
Chris Read: As one door closes another one opens
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28 / 01 / 2021
Adrian Boulding: Helping Gen X clients boost 'bleak' pension prospects
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20 / 01 / 2021
Will Self: 2021 Outlook for SIPPs
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14 / 01 / 2021
Chris Read: The ‘Great Reset’ requires positive thinking
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14 / 01 / 2021
Adrian Boulding: Go against the pack and consider an annuity
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12 / 01 / 2021
Jessica List: What’s in store for 2021?
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17 / 12 / 2020
Chris Read: Points mean prizes when it comes to health IDs
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16 / 12 / 2020
Andrew Martin: Growing your business with 'chatbot wizardry''
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09 / 12 / 2020
Adrian Boulding: First steps along the 'investment pathway'
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08 / 12 / 2020
Adrian Boulding: Making the most of pension contributions
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01 / 12 / 2020
Chris Read: Be prepared for inevitable business change
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30 / 11 / 2020
Dunstan Thomas Gen X research cited in ILC UK Report
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24 / 11 / 2020
Finding optimism by embracing the unknown
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24 / 11 / 2020
Adrian Boulding: SSAS advantages in 10 key points
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12 / 11 / 2020
Adrian Boulding: SSAS market ripe for service upgrade
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05 / 11 / 2020
A Letter from Uganda
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22 / 10 / 2020
Reaching out to Generation Zoom via snail mail
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22 / 10 / 2020
What advisers need to know about the impact of BTL rule changes
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15 / 10 / 2020
Have you had the ESG chat with clients?
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12 / 10 / 2020
Don’t miss out on ESG opportunities
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08 / 10 / 2020
Lockdown lessons from astronauts
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02 / 10 / 2020
Wealth managers 'to accelerate digital transformation'
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30 / 09 / 2020
Covid sell-off forces DFMs to address tech shortcomings
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30 / 09 / 2020
Covid-19 'accelerates' wealth management digital transformation
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29 / 09 / 2020
Covid-19 will accelerate shift to fixed fee models
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29 / 09 / 2020
Post-pandemic workplaces must stimulate creativity as well as safe collaboration
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15 / 09 / 2020
Bringing life back to the office
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03 / 09 / 2020
London work trip concentrates the mind on workplace change
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02 / 09 / 2020
Managing decumulation journeys through Covid-19 market uncertainties
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24 / 07 / 2020
Murmuration is what you need
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17 / 07 / 2020
The 100-year life will consign the annual allowance to the dustbin
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16 / 07 / 2020
Back to the office conjures ‘back to school’ feeling
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09 / 07 / 2020
Lockdown thought of the week – lark ascending
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02 / 07 / 2020
Foxgloves can guide your path but don’t eat them
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02 / 07 / 2020
Drip feed drawdown illustrations are overdue
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29 / 06 / 2020
Many middle-aged savers face a cash-strapped old age as TWO recessions could blight their best working years: How to sort out YOUR pension now
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25 / 06 / 2020
Financial Adviser: Pensions under-saving could become crisis
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25 / 06 / 2020
One quarter of Generation X has zero savings or investments
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23 / 06 / 2020
Generation Xers living in London are twice as likely to hold B2L investments than national average
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22 / 06 / 2020
Gen X more likely to plan to work longer than to save more
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19 / 06 / 2020
Warning over pensions as nine in 10 fail to seek advice
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19 / 06 / 2020
IFAs have ‘opportunity’ to help clients consolidate pots
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18 / 06 / 2020
Chris Read: Trapped within the luxuriance of incarceration
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11 / 06 / 2020
Chris Read: In search of those sunlit uplands
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04 / 06 / 2020
Chris Read: Zooming back to the office?
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28 / 05 / 2020
Chris Read: Helping the next ‘Lost Generation’
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21 / 05 / 2020
Chris Read: Follow the arrows to ‘new normal’ in the office
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15 / 05 / 2020
Andrew Martin: The benefits of drip-feed drawdown
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14 / 05 / 2020
Chris Read: Childlike thinking doesn’t have to be childish
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07 / 05 / 2020
Chris Read: Why it’s time to ‘think like a freak’
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30 / 04 / 2020
Chris Read: Brace for the 2021 inflation challenge
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24 / 04 / 2020
Chris Read: Lockdown week four – time for the Eisenhower Matrix
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16 / 04 / 2020
Chris Read: ‘The world has changed, we have all changed’
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09 / 04 / 2020
Chris Read: Business innovation in the midst of lockdown
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18 / 03 / 2020
Resourceful or complacent – is Gen X saving enough? Henry Tapper dissects the new Dunstan Thomas Research in his blog article
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03 / 03 / 2020
What if we all have to work from home?
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26 / 02 / 2020
Adrian Boulding featured on New Model Adviser Podcast
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13 / 02 / 2020
Just 8% of Generation X saw an IFA last year
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06 / 02 / 2020
Pension pain for Generation X is 'national scandal'
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28 / 01 / 2020
Generation X research published in The Sun: Workers who get made redundant see pension pots fall by 40% compared to luckier colleagues
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27 / 01 / 2020
Article on Dunstan Thomas Generation X research - 'The redundancy drag on pensions' published in This is Money.
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03 / 01 / 2020
Pension failures prompt tougher regulatory powers
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04 / 12 / 2019
Will investment pathways lead more people to advice?
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19 / 11 / 2019
'Devil's in the Data' - Andrew Martin discusses integration at Altus Allsorts’
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05 / 11 / 2019
Treating vulnerable clients fairly is ‘responsibility of all’
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15 / 10 / 2019
The Ongoing Fees Dilemma: Adrian Boulding, Director of Retirement Strategy, is featured in a new MoneyMarketing Article
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19 / 09 / 2019
Why the tapered annual allowance has to go
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12 / 09 / 2019
CDCs could solve freedoms issue
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03 / 09 / 2019
Transparent fees don’t make value less subjective
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25 / 07 / 2019
Tax planning's blurring of the lines
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22 / 07 / 2019
The Lifetime Allowance brings plenty of challenges
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16 / 07 / 2019
Adrian Boulding: Difference between inflation measures balloon over time
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10 / 07 / 2019
Adrian Boulding: Is 'ESG+IGC' a formula for pensions savings success?
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27 / 06 / 2019
Adrian Boulding: Intergenerational financial differences move up agenda
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19 / 06 / 2019
Adrian Boulding: Dashboard engineers must avoid pension's 'Great Stink'
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25 / 04 / 2019
Adrian Boulding: CDCs offer alternative to threats of pension freedoms
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16 / 04 / 2019
Blockchain: speeding up transactions, building trust and guaranteeing provenance to grease the wheels of commerce
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09 / 04 / 2019
Growing engagement in the advice marketplace
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04 / 04 / 2019
Adrian Boulding: Guiding clients through the complex pensions tax web
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28 / 03 / 2019
"Come Yourself Or Send No One"
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25 / 03 / 2019
Artificial Intelligence: Super-fast data crunching, pricing insurance policies and potentially curing cancer. The real question is - what problems can’t AI help with?
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27 / 02 / 2019
Adrian Boulding: A ‘no’ to cash in drawdown policies
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27 / 02 / 2019
William Burrows: Is this a platform for rediscovering annuities?
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25 / 02 / 2019
Prospects are glowing for collective defined contribution schemes
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10 / 02 / 2019
Drawdown investment pathways deserve another look
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27 / 11 / 2018
Adrian Boulding: Personalising pensions to engage ‘Generation K’
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16 / 11 / 2018
Adrian Boulding: Have the pension regulators really started listening?
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10 / 11 / 2018
Millennial Money: Use tech as a 'fee-gap' for younger clients
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07 / 11 / 2018
Vlog #5 - SPA Gender Equalisation
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05 / 11 / 2018
How tech is reshaping the adviser fact find
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17 / 10 / 2018
Dunstan Thomas mentioned in PensionsAge article 'the future is now'
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15 / 10 / 2018
FTAdviser: Government blunder dooms pension dashboard' - features comments from Adrian Boulding
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09 / 10 / 2018
Adrian Boulding: How realistic is asset manager charges transparency?'
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03 / 10 / 2018
ProfessionalAdviser: Anyone not taking on younger clients is closing down'
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26 / 09 / 2018
ProfessionalAdviser: Asset manager charges block pension cost clarity'
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20 / 09 / 2018
Platform implementation shouldn’t be so hard
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30 / 08 / 2018
FTAdviser: Transfer value cuts 'should be decided by regulator'
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29 / 08 / 2018
Adrian Boulding: Annuity/drawdown mix makes retirement gold blend
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21 / 08 / 2018
Adrian Boulding: A little (financial) knowledge is a dangerous thing
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27 / 07 / 2018
FCA Retirement Outcomes Review measures consumer self-harm
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26 / 06 / 2018
MiFID II platform 'paper storm' hinders adviser-client engagement'
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22 / 06 / 2018
Evaluating Customer Experience. Part 3. What?
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19 / 06 / 2018
Adrian Boulding: Why IFAs should embrace robo-advice'
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15 / 06 / 2018
Evaluating Customer Experience. Part 2. How?
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08 / 06 / 2018
Evaluating Customer Experience. Part 1. Why?
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01 / 06 / 2018
Adrian Boulding: The multiple benefits of 'lifetime giving'
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17 / 04 / 2018
Dunstan Thomas in the press: Call for artificial intelligence-driven pension dashboard
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12 / 04 / 2018
New regulations on DB Transfers look set to put a further dampener on adviser participation but market drivers remain powerful
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03 / 04 / 2018
Avoiding Income Over-Drawdown
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02 / 03 / 2018
Building a Vision for the Pensions Dashboard
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09 / 02 / 2018
Open Banking could mark the start of a new era of digital financial transparency which will impact every corner of personal finances from retirement savings to life assurance and beyond
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