Imago - Insights

Insights, Issues and Opinions

  • 02 / 07 / 2020

    Foxgloves can guide your path but don’t eat them

  • 02 / 07 / 2020

    Drip feed drawdown illustrations are overdue

  • 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

  • 25 / 06 / 2020

    Financial Adviser: Pensions under-saving could become crisis

  • 25 / 06 / 2020

    One quarter of Generation X has zero savings or investments

  • 23 / 06 / 2020

    Generation Xers living in London are twice as likely to hold B2L investments than national average

  • 22 / 06 / 2020

    Gen X more likely to plan to work longer than to save more

  • 19 / 06 / 2020

    Warning over pensions as nine in 10 fail to seek advice

  • 19 / 06 / 2020

    IFAs have ‘opportunity’ to help clients consolidate pots

  • 18 / 06 / 2020

    Chris Read: Trapped within the luxuriance of incarceration

  • 11 / 06 / 2020

    Chris Read: In search of those sunlit uplands

  • 04 / 06 / 2020

    Chris Read: Zooming back to the office?

  • 28 / 05 / 2020

    Chris Read: Helping the next ‘Lost Generation’

  • 21 / 05 / 2020

    Chris Read: Follow the arrows to ‘new normal’ in the office

  • 15 / 05 / 2020

    Andrew Martin: The benefits of drip-feed drawdown

  • 14 / 05 / 2020

    Chris Read: Childlike thinking doesn’t have to be childish

  • 07 / 05 / 2020

    Chris Read: Why it’s time to ‘think like a freak’

  • 30 / 04 / 2020

    Chris Read: Brace for the 2021 inflation challenge

  • 24 / 04 / 2020

    Chris Read: Lockdown week four – time for the Eisenhower Matrix

  • 16 / 04 / 2020

    Chris Read: ‘The world has changed, we have all changed’

  • 09 / 04 / 2020

    Chris Read: Business innovation in the midst of lockdown

  • 18 / 03 / 2020

    Resourceful or complacent – is Gen X saving enough? Henry Tapper dissects the new Dunstan Thomas Research in his blog article

  • 03 / 03 / 2020

    What if we all have to work from home?

  • 26 / 02 / 2020

    Adrian Boulding featured on New Model Adviser Podcast

  • 13 / 02 / 2020

    Just 8% of Generation X saw an IFA last year

  • 06 / 02 / 2020

    Pension pain for Generation X is 'national scandal'

  • 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

  • 27 / 01 / 2020

    Article on Dunstan Thomas Generation X research - 'The redundancy drag on pensions' published in This is Money.

  • 03 / 01 / 2020

    Pension failures prompt tougher regulatory powers

  • 04 / 12 / 2019

    Will investment pathways lead more people to advice?

  • 19 / 11 / 2019

    'Devil's in the Data' - Andrew Martin discusses integration at Altus Allsorts’

  • 05 / 11 / 2019

    Treating vulnerable clients fairly is ‘responsibility of all’

  • 15 / 10 / 2019

    The Ongoing Fees Dilemma: Adrian Boulding, Director of Retirement Strategy, is featured in a new MoneyMarketing Article

  • 19 / 09 / 2019

    Why the tapered annual allowance has to go

  • 12 / 09 / 2019

    CDCs could solve freedoms issue

  • 03 / 09 / 2019

    Transparent fees don’t make value less subjective

  • 25 / 07 / 2019

    Tax planning's blurring of the lines

  • 22 / 07 / 2019

    The Lifetime Allowance brings plenty of challenges

  • 16 / 07 / 2019

    Adrian Boulding: Difference between inflation measures balloon over time

  • 10 / 07 / 2019

    Adrian Boulding: Is 'ESG+IGC' a formula for pensions savings success?

  • 27 / 06 / 2019

    Adrian Boulding: Intergenerational financial differences move up agenda

  • 19 / 06 / 2019

    Adrian Boulding: Dashboard engineers must avoid pension's 'Great Stink'

  • 25 / 04 / 2019

    Adrian Boulding: CDCs offer alternative to threats of pension freedoms

  • 16 / 04 / 2019

    Blockchain: speeding up transactions, building trust and guaranteeing provenance to grease the wheels of commerce

  • 09 / 04 / 2019

    Growing engagement in the advice marketplace

  • 04 / 04 / 2019

    Adrian Boulding: Guiding clients through the complex pensions tax web

  • 28 / 03 / 2019

    "Come Yourself Or Send No One"

  • 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?

  • 27 / 02 / 2019

    Adrian Boulding: A ‘no’ to cash in drawdown policies

  • 27 / 02 / 2019

    William Burrows: Is this a platform for rediscovering annuities?

  • 25 / 02 / 2019

    Prospects are glowing for collective defined contribution schemes

  • 10 / 02 / 2019

    Drawdown investment pathways deserve another look

  • 27 / 11 / 2018

    Adrian Boulding: Personalising pensions to engage ‘Generation K’

  • 16 / 11 / 2018

    Adrian Boulding: Have the pension regulators really started listening?

  • 10 / 11 / 2018

    Millennial Money: Use tech as a 'fee-gap' for younger clients

  • 07 / 11 / 2018

    Vlog #5 - SPA Gender Equalisation

  • 05 / 11 / 2018

    How tech is reshaping the adviser fact find

  • 17 / 10 / 2018

    Dunstan Thomas mentioned in PensionsAge article 'the future is now'

  • 15 / 10 / 2018

    FTAdviser: Government blunder dooms pension dashboard' - features comments from Adrian Boulding

  • 09 / 10 / 2018

    Adrian Boulding: How realistic is asset manager charges transparency?'

  • 03 / 10 / 2018

    ProfessionalAdviser: Anyone not taking on younger clients is closing down'

  • 26 / 09 / 2018

    ProfessionalAdviser: Asset manager charges block pension cost clarity'

  • 20 / 09 / 2018

    Platform implementation shouldn’t be so hard

  • 30 / 08 / 2018

    FTAdviser: Transfer value cuts 'should be decided by regulator'

  • 29 / 08 / 2018

    Adrian Boulding: Annuity/drawdown mix makes retirement gold blend

  • 21 / 08 / 2018

    Adrian Boulding: A little (financial) knowledge is a dangerous thing

  • 27 / 07 / 2018

    FCA Retirement Outcomes Review measures consumer self-harm

  • 26 / 06 / 2018

    MiFID II platform 'paper storm' hinders adviser-client engagement'

  • 22 / 06 / 2018

    Evaluating Customer Experience. Part 3. What?

  • 19 / 06 / 2018

    Adrian Boulding: Why IFAs should embrace robo-advice'

  • 15 / 06 / 2018

    Evaluating Customer Experience. Part 2. How?

  • 08 / 06 / 2018

    Evaluating Customer Experience. Part 1. Why?

  • 01 / 06 / 2018

    Adrian Boulding: The multiple benefits of 'lifetime giving'

  • 17 / 04 / 2018

    Dunstan Thomas in the press: Call for artificial intelligence-driven pension dashboard

  • 12 / 04 / 2018

    New regulations on DB Transfers look set to put a further dampener on adviser participation but market drivers remain powerful

  • 03 / 04 / 2018

    Avoiding Income Over-Drawdown

  • 02 / 03 / 2018

    Building a Vision for the Pensions Dashboard

  • 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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