Gain insights into topical issues through our wide range of CPD-accredited publications.
Professionals’ guide to drawdown 2018–19
Pension freedom has brought drawdown to the masses and moved existing pension savings from a source of income in retirement to a financial planning vehicle. This document will help advisers identify the factors to consider in their advice process and determine how to mitigate some of the issues and risks involved.
Guide to reviewing workplace pensions
Many employers are now realising they can change their pension provider to avoid frustrations or save time and money, and so we are seeing the secondary market bursting into life. This document takes a closer look at reviewing existing workplace pensions.
Multi-asset risk bound fund families: how to rate and select them
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
‘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
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.