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.
PruAdviser – With-Profits Stewardship Report
We're delighted to share Prudential’s first With-Profits Stewardship Report, aimed at giving you and your clients an insight into how they’re looking after your money. It's for those clients that...
Adviser business TWO YEARS FROM LOCKDOWN ONE Advice 2022
OverviewWe undertook this research with the Adviser Home community to establish how advisers were responding to the new conditions – 24 months on from the first lockdown. This time last...
Octopus Investments – The estate planning landscape in 2022
A return to high inflation, along with frozen tax allowances, has important implications for inheritance tax. UK families are now forecast to pay an astonishing £37 billion in inheritance tax...
The Prudential 2022 Family Wealth Unlocked Report
Following the resounding success of the 2021 Wealth Unlocked report, Prudential commissioned further consumer research for 2022. Given the importance of intergenerational wealth transfer to advisers and their clients, last...
See why four in five lifetime mortgage advisers are revolting (in a good way)
A revolution is happening in the lifetime mortgage market and it offers benefits to you and your clients. Just recently surveyed over 130 lifetime mortgage advisers about their attitudes to...
Octopus Investments – ”My clients are always talking about it”
Investments in early-stage companiesRecently, Octopus Investments sat down with a financial adviser to discuss one area of investing that’s helped his clients and business considerably.Sunny Sonpal is an adviser based...
Momentum – Three new Sustainable Model Portfolios
We know that for advisers, ESG and sustainable investing is now a major and growing consideration. So we think it’s worth having a close look at the approach from MGIM....
Just Adviser – More help for lifetime mortgage clients needing a financial boost
Do you have lifetime mortgage clients looking to release more of the money locked in their property? By answering some simple questions about their health and lifestyle, your clients could...
Sustainable Investing Guide 2021
10 year anniversary
New Adviser Guide to Model Portfolio Services
Model Portfolios are now a central element in many adviser’s investment propositions. So we’ve put together this new Guide – edited by leading financial journalist Adam Lewis and in association...
Adviser Guide to Multi Assets
New Adviser Guide to Multi Assets Insight on this £160 billion market We are pleased to share with you our new guide to Multi Assets with thanks to our author,...
