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Practitioner research on distribution, commissions, client money, and AI.
Research & Guides
Reports written for the people doing the work.
Long-form practitioner research on distribution, commissions, client money, and AI. Every paper is published in full as an article — the PDF is on the page if you want it.
DistributionJUL 2026 · 13 MIN READ
From Spreadsheets to a Unified Distribution Platform
Why the spreadsheet layer persists, what the error research says it costs, and the four-layer platform that replaces it.
AIMAY 2026 · 14 MIN READ
AI in Insurance Distribution
Where machine learning measurably works in distribution, where it does not, and the governance the regulators now expect.
ComplianceMAY 2026 · 10 MIN READ
CASS 15 and Insurance Intermediaries
What CASS 15 actually covers, why CASS 5 still governs you, and which of its disciplines are worth adopting early.
Client MoneyMAY 2026 · 11 MIN READ
Client Money Best Practices for UK Brokers
The CASS 5 operating model in eight components, and the eight failure modes auditors keep finding.
Client MoneyMAY 2026 · 12 MIN READ
Client Money in a Digital-First World
Reconciliation at digital-first volumes, the payment-provider timing problem, and the 48-hour test.
CommissionsFEB 2026 · 12 MIN READ
The Hidden Cost of Commission Leakage
Where commission erodes between the agreement and the payment, what it is worth, and the controls that recover it.
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