Publications
Gain insights into topical issues through our wide range of CPD-accredited publications.
Multi-asset risk bound fund families: how to rate and select them
March 2018
In recent years with the market volatility we have seen there has been a shift in investors’ primary focus from return to risk. This document will take a closer look at the multi-asset funds universe and in particular risk bound funds.
Pension service review 2018
February 2018
‘Pension freedom servicing’ is most important to advisers, followed by ‘product and proposition’ according to our annual pension service survey. Personal pension, drawdown and SIPP are the three most recommended types of pension solutions, so focus on drawdown should be a priority for providers in terms of communication and service and allocate appropriate resource to these areas.
Platform service review 2018
February 2018
Results of our annual platform service review 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. The results were then plotted, identifying gaps in satisfaction experience.
Personal protection for small businesses
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.
Investment bonds service review 2017
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.