Publications

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

Personal protection for small businesses Content only accessible to registered users

July 2017

Our new guide considers personal protection for small businesses, which is still an important growth opportunity for advisers and looks in detail at executive income protection and relevant life.

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Investment bonds service review 2017 Content only accessible to registered users

June 2017

Results of our annual service review for investment bond providers is now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers. The results were then plotted, identifying gaps in satisfaction experience.

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Multi-asset risk bound fund families Content only accessible to registered users

June 2017

In this publication we will review risk bound funds. They can be either risk targeted, where they operate within strict volatility bands or target a specific level of volatility; or they can be risk focused, where they don’t explicitly target risk but are constrained by it in some way, for example through the Investment Association sector they sit within.

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Professionals' guide to drawdown 2017-18 Content only accessible to registered users

May 2017

The latest edition of Professionals’ guide to drawdown gives an overview of the retirement landscape and all you need to know when advising on drawdown income in retirement.

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Platform service review 2017 Content only accessible to registered users

April 2017

Results of our annual Service Ratings for platform providers is now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of platform providers and then the results were plotted, identifying gaps in satisfaction experience.

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