Publications

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

A Guide to Target Date Funds Content only accessible to registered users

June 2013

Target Date Funds are beginning to emerge in the UK as a viable long-term savings solution. This guide will help advisers understand the main points of fund research, due diligence and management. It also examines TDFs in comparison with other established long-term asset management solutions.

Find out more Download

Establishing End-to-End Wealth Management Processes - Case Study Content only accessible to registered users

March 2013

Our case study on establishing end-to-end wealth management processes examines why advisers are re-appraising their approach to financial planning and investment management, and looks at how third party solutions can support this.

Find out more Download

Income Drawdown - Case Study Content only accessible to registered users

March 2013

The prospect of a longer-lasting retirement means that people are thinking differently about income solutions. Income drawdown may be a viable option for many. This case study will help advisers understand key issues around drawdown suitability, pension legislation, regulation, and economic and longevity trends.

Find out more Download

Discretionary Managed Portfolio Services - Case Study - 2013 Content only accessible to registered users

March 2013

Our case study on discretionary Managed Portfolio Services provides a valuable benchmark for advisers undertaking due diligence on any discretionary proposition.

Find out more Download

A Guide to Retirement Income Content only accessible to registered users

February 2013

Recent product development in the retirement income market, combined with an ageing population, highlights the emerging opportunities for financial advisers in this area. A strong grasp of the key issues relating to retirement income planning - discussed and analysed in this guide - will help advisers deliver real value to their clients.

Find out more Download

Share this