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.
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...
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...
