For intermediaries only
We're here to support you, your clients and business through these uncertain times. To help you maintain your business' health in this new environment here's a range of support material to help you with your client conversations, navigate industry changes and continue to grow your business.
- Technical and regulatory support material
- Latest research
- Market insights
- Grow your business
- Fund manager insights
Tax planning opportunities from the 2021 Budget
Elaine Cruickshank, Tax and Trusts Manager, outlines the tax measures announced in the Budget and the potential tax planning opportunities your clients could consider as a result.
Listen to our Protection podcast
Find out how the coronavirus pandemic has impacted claims and underwriting in the protection market.
Webinar - managing lifetime wealth in a changing landscape
Watch our new webinar to hear industry experts discuss the impact of the coronavirus pandemic on retirement advice, challenges and developments in drawdown and upcoming opportunities and trends against a backdrop of regulatory change.
Helping your clients maximise their pension income
Drip-feed drawdown can offer a flexible, tax-efficient way to take pension income. Our case studies highlight how drip-feed drawdown could potentially work for your clients who have retired or are nearing retirement.
Managing Lifetime Wealth: retirement planning in the UK
We've launched a new report with NextWealth, charting the course of retirement advice through the pandemic and ensuing market volatility alongside continued regulatory change.
How you can improve your financial wellbeing
Our new research provides insight into the nation's financial wellbeing and highlights it's about more than just people’s financial position, it’s also about their mindset and paying attention to the things that matter most to them.
Sustainability and suitability guide
We've sponsored Adviser Home's new report into sustainability - the report gathers together all the latest developments, views from the FCA, adviser best practice and independent insight to create a practical guide for your business.
Building trust with prospective clients
Our research looks at how the shift to a digital client-adviser relationship poses new challenges to financial services.
The market narrative is changing…
Our market outlook webinar will look at the changing investment dynamics as economies emerge from COVID restrictions with consumer demand and employment rates improving, balanced with inflation risk and reduced policy support. Register now to find out more.
Adviser attitudes report 2021
We’re delighted to share our third Adviser attitudes report, which collates the views of 251 advisers. Take a look to find out how cost, Coronavirus and ESG are shaping the investment landscape.
UK equities – back in business?
In our latest market snapshot podcast, Aegon’s Richard Whitehall and Columbia Threadneedle’s Richard Colwell discuss what has been an unloved asset class and argue now is the time to see UK equities through a different lens.
Adviser survey highlights barriers to ESG investing
Advisers have recorded a marked increase in ESG demand but point to numerous barriers to integrating ESG into their investment propositions.
Create a powerful business plan
Is your business plan not quite hitting the mark? Take it back to basics with our guide to help you identify new opportunities.
Marketing your business
Our guide is here to help you expand business potential with marketing tools. We look at digital and traditional approaches and how both could benefit your business.
The Climate Emergency and the positive role investors can play
Randeep Somel, Manager of the M&G Climate Solutions Fund explores how investors can play a part in addressing the climate emergency, and why now is the time to take action.
Podcast: Asian & emerging market equities – a varied view
JP Morgan’s Investment Specialist for the Emerging Markets and Asia Pacific Equities team, Emily Whiting, discusses which regions were hit hardest by the coronavirus pandemic, how recovery compared to other markets in 2020 and how the asset class is valued at the start of 2021.
Webinar: US equities – setting presidential precedents?
Manager of the Artemis US Select and US Smaller Companies funds, Cormac Weldon, takes a look at new US president Joe Biden’s agenda after a challenging election period and assesses the key drivers for growth for the US economy in 2021.
Monetary policy to the rescue – but what happens next?
How will the coronavirus vaccine and the monetary and fiscal response to the ongoing crisis affect fixed income in 2021? Steve Ellis - Global Chief Investment Officer, Fixed Income at Fidelity International explains.
Cutting through the greenwash
Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow, Governance and Sustainability Specialist at Baillie Gifford.
Investing in the low-carbon transition in the coronavirus era
Does investing in the low-carbon transition make sense in a world battling the coronavirus? Deirdre Cooper, co-portfolio manager of Ninety One Global Environment, says the rationale for an environmental portfolio may be stronger than ever.