Publications

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

The benefits to advisers and their clients of using risk bound fund families Content only accessible to registered users

October 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.

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Professionals’ guide to drawdown 2019/20 Content only accessible to registered users

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.

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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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