Free stuff

We love talking to our clients every day, and alongside getting to know them, we get to know industry-wide challenges, irritations and hacks.

The resources on this page have been created by us in response to (and sometimes in anticipation of) questions we have been asked.

Please use them, share them, and check back for more!

An updated guide from The Verve Group exploring Capacity for Loss.

A whitepaper from our sister company, Apricity, exploring Defined Benefits.

A guide from our sister company, Apricity, exploring the FCA’s guidance on Vulnerability.

After being introduced 20 years ago, do we have a better handle on suitability reports?

A sample of our visual, one-page Annual Suitability Report (ASR) document to help your team.

A whitepaper from our sister company, Apricity, exploring the current regulatory landscape.

A template to gather everything you need for an occupational case, in an easy to use format.

A summary of the considerations discussed in our Defined Benefit video series.

A free ASR hints and tips document to help make your ASR process more efficient.

A free Annual Suitability Report (ASR) workable template for you to use with your clients.

Download our free Business Owner Pack to gain some clarity and help manage your business.

Listen to our podcast for a fresh and funny take on the world of financial services.

The growth of outsourcing across all sectors, including the benefits and myths of doing so.