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.
Do you need help with a defined benefit pension review?
It may come as a surprise to you that only 23% of advisers have retained permissions to conduct defined benefit pension reviews - and even fewer actually use those permissions....
2024: Has cash lost its crown?
During last year, many investors swapped their stocks and shares ISAs for cash options. But as interest rates peak, will cash retain its crown in 2024? 2023 saw investors retreat...
How to meet the FCA’s requirements for consumer understanding
It's not just that your clients have to understand – you also have to provide the evidence that they do. It’s a practical challenge and Money Alive have been helping...
BWD 2024 Salary Census: Shape The Future With Your Insights
I’d like to invite you to consider taking part in the upcoming BWD 2024 Salary Census, ensuring a comprehensive and accurate representation of the market landscape. At Adviser Home we...
How EIS can help suitable clients and advice businesses
How EIS can help suitable clients and advice businesses Toby Band is a financial adviser and Managing Director at First Sentinel Wealth, a growing firm offering bespoke wealth management. Octopus...
Whole of market referral services for you, for the clients you may not be able to help
HUB Referral Solutions offers you easy to use referral services to consider if you have clients you can’t help, whether that’s because of needing specialist help or maybe the costs...
Venture capital opportunities accessible to your clients
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Investment opportunities in the current economy Your clients might be tempted to take advantage of high...
Just vulnerability update: tap into a range of resources
As 2023 draws to a close, you’ll be wrapping up all the great work you’ve done throughout the year, and you might be thinking about new ways to give that...
Research has revealed this about your clients
New in-person events from Octopus Investments:Investment opportunities in the current economy In research carried out by Octopus Investments, over 50% of investors surveyed said they would be willing to take...
An interview with Wesleyan’s Head of Investments
We wrote to you last month to make you aware of Wesleyan’s smoothed With Profits Growth Fund. This With Profits fund has a unique smoothing mechanism and is specifically designed...
Identifying different types of vulnerability
Identifying different types of vulnerability Just are delighted to share with you the launch of a new guide ‘Vulnerability in retirement’. Written by Tim Farmer, Clinical Director at Comentis and...
This is disrupting advice opportunities
Tax-efficient returns and the new advice landscapeWednesday, 29 November 2023 at 10 amTimes are changing and financial advisers must adapt. With interest rates on cash savings up as high as...
