For financial advisers 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.
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.
Find all of our technical content in one place, including articles, guides, case studies and links to our comprehensive range of in-depth technical FAQs.
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.
Podcast: Climate change – the impact on advice
Hilkka Komulainen, Head of Responsible Investment at Aegon, discusses how to climate-proof your proposition against evolving investment risk, a sea of regulatory change, and increasing customer demand.
2022 – what lies ahead
Will the stop-start recovery continue as global markets tackle inflation, labour market pressures and supply issues? And what structural shifts are afoot as climate risk becomes ever more real? Listen to our Q4 market outlook webinar to find out.
Climate change and the impact on pension funds
In this podcast, we discuss the role of default funds in fighting climate change and how regulation, which is supporting the transition, brings challenges and opportunities for pension schemes.
Sustainable Investing Guide 2021
This Adviser Home guide, which we’re proud to sponsor, provides an excellent ESG update on COP26, regulation, and the practical issues facing advisers.
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.
Have inflation expectations been overshot?
In this short interview, John Stopford, Head of Multi Asset Income at Ninety One, explains that things could actually turn out better in terms of rate expectations than perhaps the market is beginning to fear.
Why the UK remains a fertile hunting ground for opportunities
With the pandemic accelerating the pace of change both within individual companies and industries, Alex Wright, portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, reviews the key areas of opportunity in the coming year.
Meaningful measuring and reporting in an ESG landscape
This article from Invesco tackles the issue of ESG reporting. In an industry that’s no stranger to numbers, why isn’t reporting keeping pace and what steps can be taken to resolve these issues?
What is net zero and why is it important for investors?
Michael Ridley, Director and Senior Responsible Investment Specialist at HSBC Global Asset Management, explains the disruptive concept of net zero and the effect it may have on investors.