Publications

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

Drawdown Suitability, Planning and Investment Strategies - Case Study Content only accessible to registered users

January 2014

Income drawdown planning and delivery requires a lot of thought and hard work in today’s market. However, the opportunities for financial advisers are clear. This case study focuses on the planning and strategic considerations for advisers who are creating a new drawdown proposition or reviewing their current one.

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Investment Linked Annuities - Case Study Content only accessible to registered users

December 2013

From a pension perspective, the universe of retirement income products available for selection in the mainstream retail market is expanding. Investment linked annuities are an emerging sub-section of this market that can potentially provide a balance of conventional annuity and income drawdown attributes. Advisers who understand the market positioning of these products and their key features will be well placed to capitalise on emerging opportunities in the retirement space.

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Whole of Life Assurance - Case Study Content only accessible to registered users

November 2013

Our new case study on whole of life assurance will help advisers capitalise on new opportunities in this sector by explaining the benefits and uses of this type of protection and identifying the distinguishing features of particular products.

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A Guide to Outsourced Investment Solutions Content only accessible to registered users

September 2013

Following the service proposition reviews necessitated by the Retail Distribution Review, many firms now face a decision on whether to outsource their investment process. This guide will help advisers identify the options available and decide which solution is best suited to the needs of their business and clients.

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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.

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