Publications
Gain insights into topical issues through our wide range of CPD-accredited publications.
Personal protection for small businesses
June 2017
Our new guide considers personal protection for small businesses, which is still an important growth opportunity for advisers and looks in detail at executive income protection and relevant life.
Multi-asset risk bound fund families
June 2017
In this publication we will review risk bound funds. They can be either risk targeted, where they operate within strict volatility bands or target a specific level of volatility; or they can be risk focused, where they don’t explicitly target risk but are constrained by it in some way, for example through the Investment Association sector they sit within.
Professionals' guide to drawdown 2017-18
May 2017
The latest edition of Professionals’ guide to drawdown gives an overview of the retirement landscape and all you need to know when advising on drawdown income in retirement.
Platform service review 2017
April 2017
Results of our annual Service Ratings for platform providers is now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of platform providers and then the results were plotted, identifying gaps in satisfaction experience.
DFM service review 2017
April 2017
Our annual discretionary fund manager survey asked financial advisers to rate their experience of DFMs.