How the hopes and fears meeting could help refresh client relationships
Even the strongest client relationships can start to feel a little stale over time. The 'hopes and fears' meeting could change that - here's how.
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Retirement planning isn’t just a maths problem
Financial planning for retirement is often viewed through a technical lens. Here, Dr Tom explores why advisers need to go beyond the spreadsheet.
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4 min read
Why health advice belongs in every adviser’s toolkit
As financial advisers, the focus is often on numbers, but true wealth involves living the life you want, with the resources available. In this article, discover how to help clients prioritise their health and wellbeing alongside financial planning.
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4 min read
How to help clients weigh up job offers
More money doesn't always mean more happiness. This article explores the importance of weighing potential opportunities not just by salary, but by their impact on long-term happiness and financial wellbeing.
Article
5 min read
The Pensions Investment Review an initial analysis
Steven Cameron breaks down the Government’s Pensions Investment Review Final Report and explains the implications for workplace pensions, advisers and EBCs.
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4 min read
Why people are turning to Reddit for financial advice
Reddit is growing as an unlikely source of investment advice - it's important to understand why, and how you can keep up.
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10 min read
The regulators set out their plans to support UK economic growth
The Government called on financial services regulators to set out how they plan to support their growth agenda. Here's how they responded, with our thoughts and key takeaways.
Article
6 min read
What will platforms look like in the future?
This article explores the findings of NextWealth's Platforms Unpacked guide, sponsored by Aegon. By looking at how the platform market has developed in the past, we consider what it could look like in the future.
Article
8 min read
7 steps for building an effective platform strategy
Choosing a platform model to suit your business is one of the most important strategic decisions you'll make, but it's also one of the hardest. In this article, we lay out seven steps that could help you to develop an effective platform strategy, enabling you to make the most of your platform.
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5 min read
How a multi asset fund could help ease CGT exposure
In this article, we discuss how multi-asset funds could be a potential answer to managing CGT liabilities.
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How a multi asset fund could help ease CGT exposure
In this article, we discuss how multi-asset funds could be a potential answer to managing CGT liabilities.
Article
7 min read
Finfluencers: How to keep up with the changing face of financial advice
The way customers consume financial advice is changing, with younger generations turning to social media for guidance on money and investing.
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4 min read
What does Gen Z want from financial advice?
The first generation of 'digital natives' is a huge potential client base for financial advisers. This article will help you attract - and retain - their attention.
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5 min read
Is your marketing strategy fit for a rapidly changing world?
With the world changing quickly, here are 7 considerations for effective marketing in modern society.
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4 min read
How will AI impact financial advice?
Find out how AI is being used by financial advisers, the opportunities it brings and how it could shape the way you work in the future.
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6 min read
How closing the advice gap could expand your client base
Research from The Lang Cat shows that removing three key barriers to advice could lead to double the number of paying clients. Here’s what you need to know.
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2025 predictions for advisers
From the new Labour Government to the Advice Guidance Boundary Review and life after Consumer Duty, our Pensions Director, Steven Cameron, reflects on 2025's key regulatory developments and explores his predictions for 2025.
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7 min read
Thinking ahead to targeted support
The FCA is consulting on targeted support for pension and investment decisions, with draft rules expected in early 2025 to provide accessible, affordable assistance at crucial times.
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4 min read
Simplifying the FCA rulebook post Consumer Duty
Our Pensions Director, Steven Cameron, explores the FCA’s Call for Input following the introduction of the Consumer Duty, sharing his thoughts on where there’s possible scope for removing or simplifying requirements as well as potential implications.
Article
8 min read
Autumn Budget: is pensions tax relief set to be the ‘fall guy’?
In this article, our Pensions Director, Steven Cameron, explores potential Government pension tax reforms ahead of the Autumn Budget on 30 October 2024 as they look to plug the ‘black hole’ in the nation’s finances.
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5 min read
Pension Dashboards latest everything you need to know
Our Head of Pensions, Kate Smith, shares the latest information on pension dashboards.
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8 min read
How could the new government affect pensions and advice?
In this article, our Pensions Director, Steven Cameron, explores Labour’s confirmed and potential plans for UK’s pension policy, considering what future changes could mean for the pensions world and the advice you give.
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How to help clients weigh up job offers
More money doesn't always mean more happiness. This article explores the importance of weighing potential opportunities not just by salary, but by their impact on long-term happiness and financial wellbeing.
Article
6 min read
How living longer could affect your clients' advice needs
Using our new 'Second 50' research, we explore how an evolving 'multi-stage' life could shape your clients' advice needs in the future.
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4 min read
3 ways financial wellbeing can support Consumer Duty
In this article we’ll show you 3 ways that prioritising your clients’ financial wellbeing could align with the ability to meet your Consumer Duty objectives
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4 min read
4 reasons why financial wellbeing should be part of your advice
As life becomes more 'multi-staged' we explore 4 reasons why financial wellbeing should be embedded in your advice.
Article
7 min read
How advisers can best support clients going through a divorce
During this turbulent time, you can offer your clients vital support. Here are some strategies that could help you assist your clients navigate divorce.
