Publications

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

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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Investment bonds service review 2017 Content only accessible to registered users

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.

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How to analyse auto-enrolment default funds Content only accessible to registered users

January 2017

How to analyse auto-enrolment default funds is a CPD accredited document that highlights the factors advisers need to consider and understand when reviewing a default pension fund for their clients.

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DFM market update 2016 Content only accessible to registered users

October 2016

This CPD accredited DFM market update will keep advisers up to date on what’s happening in the market and provide fundamental data on more than 180 discretionary solutions.

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Hybrid solutions – an innovation in retirement planning Content only accessible to registered users

May 2016

While drawdown has been with us for over two decades, it has typically been high net worth clients who have benefitted. Now retirees with more modest pension savings are discovering the possibility of a more flexible retirement, and providers are starting to offer packaged solutions to meet their needs. 

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