Resources
Tools, Insights and Support to Help You Deliver Better Advice
Welcome to the Money Wise UK Resources Hub — your go-to space for practical insights, tools and updates. Whether you're a financial planner, paraplanner, or business owner in the advice profession, this is where you'll find high-quality, time-saving content designed to support your work and your clients.
We believe in clarity, independence and real-world value — and everything here reflects that.
Blog & Insights
Our blog explores the challenges and opportunities facing today’s financial planners. From retirement planning and portfolio strategy to Consumer Duty and behavioural finance, each article is designed to help you think differently and work smarter.
Podcasts
The Money Wise UK Podcast brings you in-depth conversations with fund managers, researchers, business owners and industry thought leaders. If you're looking for insight without the noise, this is your place.
Recent topics include:
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Natural income vs capital withdrawal
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What really drives ESG outcomes
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Building better investment frameworks
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Retirement planning trends
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Interviews with managers from Mabel Insights, Columbia Threadneedle, GIB, Premier Miton and more
The Money Wise UK Store
Our store is full of practical, downloadable resources for financial planners — created by practitioners, for practitioners. Whether you’re building your CRP, refreshing your marketing, or reviewing your governance process, we have tools to help.
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Centralised Retirement Proposition templates
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Options for podcasts and monthly blogs
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Consumer Duty template
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Annual Fee Expectation template
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