Insights

Our user-research team gathers insights from in-person interviews, surveys, secondary research and market data from our live customer base. Through analysis, we are able to draw meaningful conclusions which are written up as 'Insights'.

We need guidance on accommodating members' views by Julius Pursaill

Trustees are being asked to either seek their members’ views about ESG matters or to justify why they haven’t. This sounds easy, but mos...

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Bringing transparency to investments: a value add for users

The underlying holdings of a fund have always been a mystery to investors. What does it mean to purchase a fund? What is in it? Some fun...

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Stewardship: Trusting experts to do what consumers can't

Generally speaking, consumers (investors and pension members) do not have the financial literacy to confidently wade through the financi...

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Investing in the 2020s

The needs and expectations of consumers in finance are constantly evolving and adapting. Open Banking has brought relevance to everyday ...

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A Mother(ship) of a Problem - The Slow Financial Sector

Much as we love it, the financial sector is known for being slow and old-fashioned - an industry that hasn’t changed much with the times...

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