Blog and insights

Our latest analysis and developments for you

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Stop conflating volatility and risk in retirement financial advice

The FCA has said many firms are not taking account of risk factors beyond volatility – often...

3 ways to improve financial outcomes through consistent customer journeys

In this blog, we explore three ways of building consistent, easy to follow journeys that will help...

EV Insights 2024 - Talking Product Development with Ashley Staples

Ashley Staples, Product Director at EV, shares his views on everything related to technology and...

Who is going to make workplace pensions work better for members?

In this blog, Ashley Staples, EV’s Product Director, asks what can be done to improve the state of...

Digital Tools For Financial Advisers: 5 Lessons Firms Can Take From Challenger Banks

Over the past decade, challenger banks like Monzo, Tide and Starling have disrupted the UK's...

5 Ways You Can Help Your Members Achieve Financial Wellness

Now more than ever, it's crucial to understand the importance of financial wellness for your...

Annuities - a choice for the future?

David McDonald, Propositions Manager for Guidance, discusses the latest EV research that shows...

Smoothing the pathway to employee financial wellness

In the third of our blogs focusing on how EVDirect’s QuickTools provide a smooth pathway for...

Why you should motivate your employees’ interest in their financial future

In the second of our blogs on how EVDirect’s QuickTools can be used to inspire your employees to...

Keep things simple to quickly engage consumers with their personal finances

EVDirect is powering ahead in the drive to help pensions and workplace benefits providers inspire...

Income Drawdown: How to nail down your clients' capacity for loss

In this blog, we examine the different methods that can be used to identify your clients' capacity...

What-if scenarios illuminate the journey to better financial wellness in the workplace

Providing employees with a benefits package that encompasses well-being is so commonplace that the...

Financial Education: it’s not just about words

Providing financial planning tools in the workplace has rapidly progressed over the last few years...

Answering your customers' financial questions has never been so quick

We are thrilled to announce the development inception for a digital consumer guidance Quick Tools...

How Digital Transformation in Financial Services is Helping Firms Increase Operational Efficiency

In this article, we explore how digital transformation in Financial Services is helping adviser...

How to effectively communicate pension changes using digital solutions

This article highlights what your business should consider when communicating any changes in...

Supporting better retirement decisions with the PLSA

The ability to convert pension forecasts into something meaningful for members is a challenge that...

Continuous improvement: keeping close to the consumer

When Pension Freedoms were introduced back in 2015, they expanded the landscape of decision making...

Broken mirrors bring considerably more than 7 years of bad luck

Our latest white paper; Drawdown: The Mirror Image of Accumulation proposes and evidences that the...

Helping consumers take control of their retirement planning

In this blog, we look at the challenges facing consumers trying to understand their retirement...

The significance of choosing sustainable income funds in drawdown

In our latest blog, we discover why it’s important for your clients to have a sustainable level of...

3 Ways to Improve Pension Income Drawdown for Consumers

In this blog, we focus on pension drawdown and how consumer expectations can be better met to help...

3 Simple Ways to Improve Your Customers' Retirement Planning

In this piece, we will help you to understand the things your customers need to consider before...