Publications

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

A Guide to Unitised Discretionary Management Services Content only accessible to registered users

January 2012

This guide examines how unitised portfolios are making discretionary management services available to a broader range of investors. It also contains guidance on due diligence for advisers selecting a discretionary management firm.

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Discretionary Management via a Platform - Case Study Content only accessible to registered users

December 2011

This case study shows how discretionary managers and platforms can work together and examines what this means for advisers employing them.

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Through Retirement Guide Content only accessible to registered users

December 2011

This comprehensive guide to retirement provides information on investments, pensions, drawdown, annuities, equity release and long-term care, to help advisers provide thorough guidance on retirement planning to their clients.

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A Guide to Business Protection Content only accessible to registered users

November 2011

This guide looks at the opportunities for advisers within business protection and gives detailed guidance on the support available from the major providers.

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Outsourcing Investment - White Paper Content only accessible to registered users

November 2011

Our white paper looks at how outsourcing investment can help advisers de-risk this aspect of their business and strengthen relationships with their clients.

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