Business Development Updates
Selected for you to access the most valuable content we’ve shared with our adviser community. Here you’ll find a depth of insight and resources to help you and your business.
Introducing 24/7 case tracking on the Just portal
Just are committed to making your annuity application process simpler. The new case tracking feature on the Just portal gives you a clear, real-time overview of your annuity cases. It's...
CPD Webinar: rethinking estate planning beyond wealth
Could rising care needs and vulnerability become one of the biggest estate planning challenges facing your clients? Join Henny Dovland, Business Development Director at TIME Investments and Stephanie Leung, Co...
An easy way to grow your business from your existing client bank
Could your existing clients benefit from later-life lending advice? Later-life lending and equity release are now part of the estate planning discussion with the forthcoming changes to Pensions and IHT....
Secure Lifetime Income now available up to £2.5 million
Secure Lifetime Income now available up to £2.5 million With pension inheritance tax (IHT) changes due from April 2027, some advisers are increasingly supporting clients with larger retirement and estate...
PruFund is now available on Scottish Widows Platform
Bring one of the UK's largest multi-asset ranges into your client propositions, with the stability, smoothing and long-term consistency PruFund is known for. As the only smoothed fund available on...
Choosing the right partner for your business
Meeting Consumer Duty requirements and delivering good client outcomes are essential for advice firms. With 26 years of experience in the platform market, Fidelity Adviser Solutions supports every aspect of...
The changing face of estate planning
Advisers are facing a new reality: longer lives, rising care needs and increasing pressure to demonstrate robust vulnerability processes. TIME Investments’ latest CPD-accredited webinar explores how to deliver more effective...
Why engage with estate planning and access our Guide?
Fidelity Adviser Solutions is invested in helping you and your colleagues build a deeper understanding of what truly drives client decisions and technical excellence. Fidelity offers practical training resources designed...
With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.
The Prudential Guaranteed Income Plan offers guaranteed returns as regular income, a lump sum, or a combination of both - and it fits seamlessly into existing advice models. It can...
See how Fixed Term Investment can deliver predictable income before State Pension
For clients approaching or already in-retirement, managing an income gap before State Pension can be challenging, particularly in volatile markets. Max, age 60, needs £11,500 a year until his State...
Introducing Standard Life’s onshore bond
Introducing you to the Standard Life Tailored Investment Bond Standard Life is bringing together the strength of a trusted brand with solutions designed to meet today’s increasingly complex planning needs....
Bite-sized video series: Reframing retirement planning conversations
A new video series from Just brings you five practical insights for blending certainty and flexibility in retirement income. The series topics include: Frameworks that help shape retirement income conversations...
