Publications
Gain insights into topical issues through our wide range of CPD-accredited publications.
Professionals’ guide to drawdown 2019/20
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.
Tax data facts 2019/20
July 2019
Our Introducer pack, including tax data facts 2019/20 is available for download now.
The benefits to advisers and their clients of using risk bound fund families
May 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.
How to analyse workplace pension default funds
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.
Investment bond service review 2019
March 2019
Results of our latest service review for investment bond providers are 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.