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!


A guide from our sister company, Apricity, exploring the FCA’s guidance on Vulnerability.
A sample of our visual, one-page Annual Suitability Report (ASR) document to help your team.
A template to gather everything you need for an occupational case, in an easy to use format.

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