Publications

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

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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Relevant life – case study Content only accessible to registered users

January 2016

This case study is an independent CPD-accredited resource for advisers that sets out the opportunities relevant life has to offer and illustrates through a series of case study scenarios just how relevant life can be used in a variety of circumstances to better serve clients. 

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DFM propositions on platforms – case study Content only accessible to registered users

April 2015

Over the past few years we have seen a proliferation of offerings from those operating in the discretionary investment arena, with varying levels of discretion. Combine these with the multitude of platform-linked propositions and charging structures and it is no wonder those undertaking initial and ongoing due diligence research are finding qualifying suitability a significant task.

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Managed portfolio services – market update 2015 Content only accessible to registered users

April 2015

Discretionary solutions are now an important part of an adviser’s toolkit. We’ve launched this managed portfolio services (MPS) market update to give you a comprehensive overview of the space, including compliance challenges and business opportunities.

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Looking forward to retirement: Guide for advisers Content only accessible to registered users

April 2015

The pension reform 2014/15 is now influencing all retirement and inheritance tax planning. Against this backdrop, we have produced a guide to help you keep up with the changes in legislation. The guide comes in two versions, one for you, the adviser, and another one aimed at consumers.

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