Publications

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

Using drawdown to provide a sustainable income Content only accessible to registered users

September 2020

The current climate has further highlighted the need for advisers to take a more tailored approach to clients’ investments. It is not uncommon for advisers to recommend investment strategies designed for accumulation to clients in need of income.

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Drawdown review guide: How to assess ongoing suitability Content only accessible to registered users

July 2020

COVID-19 has not only changed the way financial advisers work, but it has also brought with it increased uncertainty. Stock markets around the world fell by up to 35% between the start of the year and late-March, creating the perfect storm for those in drawdown that many may never fully recover from, primarily due to sequencing risk.

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How to analyse workplace pension default funds Content only accessible to registered users

April 2020

The workplace pension arena provides a great opportunity for advisers. There are over 1.4 million employers with schemes, and this is growing by around 175,000 each year as every new business must have one in place.

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Investment bond service review 2020 Content only accessible to registered users

April 2020

Results of our latest service review for investment bond providers are now available. The survey measured the relative importance of seven satisfaction categories and identified the advisers’ preferred providers of onshore and international investment bonds.

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Platform service review 2020 Content only accessible to registered users

April 2020

The results of our annual platform service survey are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of platform providers. The results were then plotted, identifying gaps in satisfaction experience.

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