Top Resources

Resources, research and further reading

We've assembled the best resources from across the businesses...


Returning to work after Covid

A discussion around the complex issues that have arisen for employers as a result of Covid (filmed in November 2021).

Retirement Planning

Vision: May 2022

Your regular insight into workplace pensions and savings

Financial Planning

Business Protection

What is business protection and why it's important

Financial Planning

In Focus: Spring 2022

Your quarterly financial planning newsletter

In Depth Insights

Membership resources

We pride ourselves on the conversations we have with clients and how we keep you up to date.

We believe in staying in touch, not bombarding, and this is the best way to do it.

Sign up


Jonathan Punter and Tom Becket Interview - One year on

A discussion of the major financial events of the last 12 months

Pension consulting

A big step for small schemes

Stoneport – why it was created, how it works, and what a difference it can make.