Publications
Gain insights into topical issues through our wide range of CPD-accredited publications.
The benefits to advisers and their clients of using risk bound fund families
May 2019
In recent years, with the market volatility we have seen, there has been a shift in investors’ primary focus from being on return, to being on risk. This document will take a closer look at the multi-asset funds universe and, in particular, risk bound funds.
How to analyse workplace pension default funds
May 2019
With many workplace pension providers stating that over 9 out of 10 members use the default fund, this CPD accredited guide provides an overview of key factors advisers should be aware of, understand and consider when reviewing default funds.
Investment bond service review 2019
March 2019
Results of our latest service review for investment bond providers are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers.
DFM satisfaction study 2019
March 2019
This document reviews the service provided by DFMs, as rated by financial advisers. Broadly, the emphasis that advisers have put on the importance of each category of satisfaction is similar to last year.
Pension service review 2019
March 2019
This independent publication provides financial advisers with insight to help them benchmark their own personal experiences of individual pensions providers with those of their peers, enabling them to select partners based on service criteria.