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Why the LDI shock matters for DC schemes

By Why the LDI shock matters for DC schemes, Mar 13, 2023 2:13:52 PM

For those hiding under a rock, the LDI crisis arose from a reckless mini-budget - essentially unfunded tax cuts - which spooked...

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Patrick Woods

Is There A Role For Data In The Client Retention Process?

Jan 21, 2020 10:15:32 AM

Everyone talks about the power of Big Data. We are told these huge volumes of ...

Patrick Woods

What Does Customer Satisfaction In The Financial Services Industry Look Like?

Jan 9, 2020 11:04:14 AM

During the Christmas break, I treated my ever-expanding family to a few days at ...

Patrick Woods

How Can My Organisation Make A Useful Contribution To Clients, Disappointed When Invested In Markets That Underperform?

Dec 17, 2019 10:15:00 AM

One of the most positive developments in institutional investing over the past ...

Patrick Woods

Can We Apply Lessons Learned From Other Industries To Financial Markets and Economic Growth Considerations?

Dec 11, 2019 10:30:00 AM

Sometimes its hard to get your head around how far we’ve travelled. Our people ...

Patrick Woods

The Impact Of Significant Change At A Service Supplier On The Customer Experience

Dec 10, 2019 10:15:00 AM

Star manager or Team-based culture? Asset managers often obsess about how they ...

Patrick Woods

What Are The Early Signs Of A Strained Client Relationship?

Dec 5, 2019 10:30:00 AM

Almost thirty years on I remember like it was yesterday the moment I secured my ...

Patrick Woods

Incorrectly Interpreting Requirements Can Lead To Overpromising Resulting In Retention Difficulties. So How Can We Get Requirements From Clients Right?

Nov 28, 2019 12:00:00 PM

Communicating well within a relationship can be a very tricky business. Even in ...

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