Publications

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

Balancing pension freedoms and risk in the modern advice world Content only accessible to registered users

January 2020

Over the last five years there have been several key legislative changes, leaving advisers with a requirement to quickly adapt their processes to ensure they continue to be fully compliant.

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

October 2019

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, in particular, risk bound funds.

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Professionals’ guide to drawdown 2019/20 Content only accessible to registered users

July 2019

Pension freedoms has brought drawdown to the masses, and moved existing pension savings from a source of income in retirement to a financial planning vehicle. This guide will help you identify the factors to consider in your drawdown advice process.

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Tax data facts 2019/20 Content only accessible to registered users

July 2019

Our Introducer pack, including tax data facts 2019/20 is available for download now.

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How to analyse workplace pension default funds Content only accessible to registered users

May 2019

With many workplace pension providers stating that over 9 out of 10 members use the default fund, this CPD accredited guide provides an overview of key factors advisers should be aware of, understand and consider when reviewing default funds.

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