Publications

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

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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A guide to business protection 2016 Content only accessible to registered users

April 2016

The latest business protection guide from Defaqto gathers together in one place all the information an adviser would need as we look again at the business protection market.

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The case for hybrid: simplicity, flexibility, security Content only accessible to registered users

March 2016

Providing retirement solutions for the high net worth investor is a natural market for the financial adviser community. Advisers are familiar with the need to balance competing personal and financial objectives, whilst taking account of present day and future priorities, and weighing up income, capital and inheritance taxation issues.

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Passive funds – market update Content only accessible to registered users

January 2016

This market update is designed to inform advisers about passive investing, helping them to keep up to date with this growing area of investment. It will also provide the latest numbers for the size of the industry.

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