Publications

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

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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The cost and value of adviser investment solutions – case study Content only accessible to registered users

March 2015

A recent Defaqto survey shows that approximately two-thirds of adviser business is now directed towards using multi-asset funds, either as unitised products or as model portfolios on a platform.

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The value of using a capped volatility investment strategy – case study Content only accessible to registered users

January 2015

Life expectancy is increasing and adviser clients will require sustainability of both income and capital with their retirement funds. While this case study acknowledges that product selection to support this strategy for the client is extremely important, it explores what the underlying investments do for returns and the protection of client funds.

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