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.
Retirement savings hierarchy – essential viewing from Fidelity Adviser Solutions
Recent tax changes mean there are important new considerations when thinking about the tax wrapper hierarchy for clients saving for their retirement. In this one-hour recording, Paul Squirrell runs through...
Sign up for this CPD event : The Retirement Renaissance Workshop on 10 and 12 October
Just and Novia are co-hosting the Retirement Renaissance workshop to explore retirement strategies and ways to enhance your advisory skills - and you’ll earn 2 hours of CPD. Here are...
Your Advice Business in a Changing World – Request for your input
This is the second year of this important research with international consultancy Alpha FMC. We explore how your business works – where you are spending your time, your concerns, and...
The FCA has been critical of some firms in the Equity Release market. How can advisers respond? Join this webinar
If you have any involvement in Equity Release / Later Life Mortgages then this webinar will be important to you. The FCA’s latest targeted review of this sector concluded that...
Have you ever considered productivity as an environmental social imperative?
Have you considered productivity as an environmental social imperative in addition to its role as a driver of economic performance? Expert Enterprise Investment Scheme manager, Britbots, has. It is a...
Cutting through the Consumer Duty noise: what really matters?
A key challenge of Consumer Duty has been interpreting the FCA’s new, principles-based rules and applying them to an array of products, services and business models. This has led to...
Fulfilling Consumer Duty with Capital Growth Strategies
You know very well that, thanks to the Consumer Duty, the bar has been set higher for how well your recommendations meet your clients’ needs and objectives. For some of...
Retirement savings hierarchy-webinar with Fidelity
Tax changes announced in both the Autumn Statement and Spring Budget mean there are important new considerations when thinking about the tax wrapper hierarchy for clients saving for their retirement....
Register now! Invesco’s Investment Intelligence Seminars
Registration for the next round of Invesco’s Investment Intelligence Seminars is now open! Sign up to join them at one of over 50 seminars running across the UK between 6...
Join Just on Copia’s webinar: New Approaches to Retirement Income
Just’s Yannis Katsis joins Copia speakers for their New Approaches to Retirement Income webinar on 8 August at 11 am. Hear about pioneering solutions which offer the first decumulation portfolio...
New Webinar with NS&I – covers the case for cash, opportunities for your client portfolios and the new NS&I online adviser service
You can register now for this event led by Andrew Pike Head of Intermediary Relationships at NS&I and chaired by John Lappin, industry commentator. Cash is now considered an essential...
A practical way to collect client feedback in line with the Consumer Duty requirements
Many advisers that we speak to are looking for a really practical way to evidence that they’re meeting the new Consumer Duty requirements.Elevation is an enhanced client survey from VouchedFor...
