Moving away from warning to informing…supporting investor outcomes along the way

The recently-published report into the Risk Warnings Review talks about moving the conversation with customers away from ‘warning’ to ‘informing’. This might just seem like semantics, but could spell a significant change in the way that the industry presents investment risk going forward. Risk is multi-faceted and of course it is important that customers understand […]

A plea for fresh thinking

When The Wisdom Council launched our Yes She Can campaign in 2018 to unpick the gender investing gap, an FCA team member looked aghast at the idea that we might be encouraging women to take more ‘risk’ with their savings. Investing was seen as somehow beyond the risk appetite of many customers, especially women. We […]

The best brands see the world through the eyes of their customers

Most firms would acknowledge that good customer experience and subsequent retention flow through to profitability and business performance. For customers who take advice. this has historically been about a long-term relationship with an individual adviser – and their personal brand has been pivotal in acquiring and retaining clients. A wave of adviser retirements and significant […]

Our journey to becoming B-Corp: Step 1

When The Wisdom Council was founded by CEO Anna Lane, it set out with a social purpose, which is still at the heart of all we do today. We believe everyone should have the opportunity of a secure financial future, that’s why we strive to make financial products and services fairer and more accessible to […]