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: Consumer Understanding – practical examples and solutions
Join Money Alive & Langley Consulting for a webinar that will revolutionise your approach to consumer understanding!We understand that cracking the consumer understanding element of the Consumer Duty can be...
WEBINAR – Consumer Duty and tax-efficient investments
Readying for Consumer Duty with tax-efficient investmentsTuesday, 20 June at 10 amWith the industry preparing for Consumer Duty, now’s a great time to hear from some of the industry’s leading...
Share your story and enter the Vulnerable Customer Awards. Enter now!
The Vulnerable Customer Awards are open for entries until 30 JuneEnter now for your chance to be a 2023 winner. The Just Vulnerable Customer Awards are back and in their...
Join Just on Copia’s webinar: Launching our new Retirement Income Portfolios
Just’s Yannis Katsis joins Copia speakers for their new Retirement Income Portfolios launch webinar on 24 May at 11 am. Hear how the pioneering use of the guaranteed income solution,...
What makes a good investor?
Most would agree that you need a deep and broad knowledge of economics and financial markets. But Ruffer believe that an active imagination is the real key to anticipating the...
The Sequence counts – Underestimate sequencing risk at your peril
Underestimate sequencing risk at your peril. For portfolios with similar annualised returns but with cash flows in or out, the sequence of returns – when the gains and losses occur...
Launching our new guide to Intergenerational Marketing – with CPD
With over £5 trillion expected to pass across the generations over the next 20 years, this is one of the very biggest issues and opportunities for advisers. So we’ve put...
Retirement portfolios – time for a more sustainable approach?
Do you have clients approaching or in-retirement using drawdown SIPP portfolios? Would you like to explore how a new asset class could improve the outcomes you deliver for these clients?Tune...
Capability, low-cost and choice -retirement planning made easier with PRU
With enhanced online capability, a competitive pricing structure and access to the investment expertise of the M&G Treasury Investment Office (T&IO), it’s never been a better time to consider Retirement...
Invitation: Octopus Future Generations VCT launch webinar
We’ve seen demand for Venture Capital Trusts grow over the years and this is combining with an exciting outlook for venture capital. In economic uncertainty, the established businesses tend to...
Tax Year End Prep – here’s some help
A new tax year is on the horizonAll this support from technical experts to help you, help your clients identify their allowances and provide them with the best possible outcomes....
Know when your clients win big on Premium Bonds
With NS&I’s dedicated online service, it’s never been easier for financial advice firms to stay on top of their clients’ NS&I investments, including their Premium Bonds wins.Registering for this award-winning...
