Publications

Gain insights into topical issues through our wide range of CPD-accredited publications.

The benefits to advisers and their clients of using multi-asset income funds Content only accessible to registered users

September 2021

The Pension Freedoms reforms introduced in 2015 mean that people can adopt a more phased approach to their retirement. The flexibility of being able to stay invested yet withdraw an income has changed things for investors.

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Understanding risk bound fund families and their suitability for advisers and clients Content only accessible to registered users

September 2021

In recent years, with the market volatility we have seen, there has been a shift in investors’ primary focus from being on return, to being on risk. This document will take a closer look at the multi-asset funds universe and risk bound funds.

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The benefits to advisers and their clients of using risk bound fund families Content only accessible to registered users

May 2021

In recent years, with the market volatility we have seen, there has been a shift in investors’ primary focus from being on return, to being on risk. This document will take a closer look at the multi-asset funds universe and risk bound funds.

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DFM market update 2021 Content only accessible to registered users

April 2021

The outsourcing theme is now firmly embedded and the DFM market update is designed to help advisers keep up to date with the evolving DFM market.

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Investment bond service review 2021 Content only accessible to registered users

March 2021

Results of our latest service survey for investment bond providers are now available. The study measured how satisfied the advisers are with their preferred providers and identified where expectations were being met by cross-matching ranked importance to ranked satisfaction.

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