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.
Webinar – Picking the winners on AIM to reduce IHT liabilities
If I'm honest, I can understand why you might have avoided investments on the London Stock Exchange’s Alternative Investment Market (AIM) over the last few months. After all, the performance...
NEW 2023 Social Care report: Independent financial adviser’s role is even more important
The Just Group Care Report 2023, “No Policy. No Planning” shines a light on the pivotal role that financial advisers play in navigating their clients through the complexities of care...
Update from Fidelity Adviser Solutions: ‘Replacement’ of the lifetime allowance
In the Spring Budget, an announcement was made that the lifetime allowance (LTA) would be 'abolished'. Following temporary arrangements for 2023/24, the full replacement of the LTA is planned from...
Smooth just got smoother in the world of With Profits Funds
You’ll know by now that we like to keep you updated with market-leading news that help you and your clients. And in the world of With Profits it feels like...
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....
