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.
Octopus Investments – Webinar: Tax planning in today’s economy
Webinar: Tax planning in today’s economy Monday 19 September at 2pm, one hour’s CPD The economy and outlook has transformed over the past two years. We’ve seen high inflation1, uncertainty...
Adviser Home, Redwheel and Blue Whale Capital CPD Webinar – Investing in Global Equities – has the game changed or not?
Understanding the direction of travel for global equities is a key concern for you and your clients. So we’ve been working with two leading investment boutiques – Redwheel and Blue...
Registration for the next round of Invesco’s Investment Intelligence Seminars is now open!
Registration for the next round of Invesco’s Investment Intelligence Seminars is now open! Please sign up for one of the seminars running across the UK between 16 September - 2...
JUST – Demonstrating personalisation of lifetime mortgage advice
Over 80% of lifetime mortgage advisers surveyed are encouraging their clients to answer medical questions to help achieve better outcomes*. It makes sense because the solution can be more personalised....
PruAdviser – Centralised Retirement Propositions (CRP) Research
Centralised Retirement Propositions (CRP) Research Widespread geo-political tension, ensuring market volatility and the spectre of double digit inflation have made expert retirement advice more valuable than ever. But the task...
Canada Life – Meet Bill
After wanting to start a band but not being financially stable, Bill can finally make his dream a reality with help from The Retirement Account. The Retirement Account enables your...
Canada Life – Income guarantees and flexibility in retirement
Elizabeth has always liked to be prepared for the unexpected. Conscious of the continuing increase in inflation, she chooses to set up an annuity with the Canada Life 5* Defaqto...
JUST – Could medical underwriting give lifetime mortgage advisers a competitive advantage?
How does medical underwriting give lifetime mortgage advisers a competitive advantage and help them personalise solutions for clients? Just interviewed advisers who include medical underwriting in their lifetime mortgage advice...
Canada Life: What’s on your client’s retirement bucket list?
Everyone’s retirement plans look different, so Canada Life has launched a series of insights to show you how their 5* Defaqto rated Retirement Account can give your clients the retirement...
Events Promotion with Adviser Home
Engaging with advisers through events – face to face and digital – is essential for all providers. We can partner with you to help ensure you get the advisers you...
Octopus Investments – A call for fresh advice
The Estate Planning Landscape in 2022With inflation at a 40-year high*, and inheritance tax allowances frozen, we’re in the midst of an Inheritance Tax boom.UK families are expected to pay...
JUST – Have you joined the lifetime mortgage revolution?
The lifetime mortgage revolution is here. More and more lifetime mortgage advisers are joining the revolution to change the market - with four out of five believing medical underwriting improves...
