Publications

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

A Guide to Managed Portfolio Services Content only accessible to registered users

December 2012

The last five years has seen a significant increase in advisers outsourcing investment, with Managed Portfolio Services emerging as the discretionary solution of choice. This guide will help advisers familiarise themselves with the market, carry out thorough due diligence and effectively position MPS solutions.

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A Guide to Annuity Partner Selection Content only accessible to registered users

October 2012

Our guide to annuity partner selection highlights opportunities that are emerging for advisers in this sector and contains detailed insight on how to establish an effective approach to secure excellent customer outcomes from the annuity provider selection process.

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Inside Structured Products - Case Study Content only accessible to registered users

October 2012

The popularity of structured products has grown in recent years as these investments take a more prominent role in client portfolios. This free case study illustrates the potential benefits of using structured products and also how they may blend with other investments.

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Opportunities in Protection Post-PPI - Insight Paper Content only accessible to registered users

June 2012

This paper examines the opportunities for advisers in the standalone protection market, created in the wake of the payment protection insurance super-complaint.

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A Guide to Offshore Bonds Content only accessible to registered users

June 2012

This guide contains information on how advisers can make the best use of offshore bonds and examines the client circumstances that may make them a suitable investment solution.

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