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 Apollo VCT now fundraising
Octopus Apollo VCT is now open for new investment. This fundraise has a capacity of £20 million. Apollo invests in proven businesses, which have already brought a product or service...
The FCA bring DB back in focus – 5 reasons to use Money Alive
Money Alive’s Adviser Portal is being widely used by advisers in the DB review market. Its combination of engaging, PMI accredited, client educational videos and the detailed reporting it gives...
A consumer guide to multi asset investing from Aberdeen Standard Investments
Clear, balanced and compliant. A consumer guide to multi- asset investing This is written in simple, jargon-free language and explains both the potential downsides and upsides of investing. The guide...
Aegon adviser guide on DB schemes versus DC
We recognize that advice in this area is an important concern for advisers and their clients with the regulator commenting on the level of transfers and re iterating their requirements....
You are invited to join this Synaptic Webinar – Client risk profiling and managing investment risk
July 15th at 12.00 Midday - introduced by Andy Kirby, Director Adviser Home with Synaptic Client Director, Eric Armstrong. 50 mins CPD This event addresses the ultimate client objective –...
Active Ownership – how asset managers can influence companies they invest in
Join this Webinar with Robeco July 17th 10am – with 40 mins CPD With media and action groups calling on large asset managers to use their voting powers responsibly and...
The value in disruption Quarterly Outlook Global Equities – T Rowe Price
Portfolio Manager David Eiswert says it’s becoming increasingly valuable to own disruptive companies gaining market share, even if they trade at a premium. Key Insights: U.S. GDP growth is decelerating,...
Selecting appropriate fund managers and funds for clients
Picking the right manager is as important for you as picking the right multi-asset fund. Listen to Phil Butler, Portfolio Manager at M&GPrudential Treasury and Investment Office (T&IO), discuss the...
Client risk profiling and managing investment risk- new white paper from Synaptic Software to help you drive better client outcomes
In this new white paper, ‘Creating better outcomes in financial planning by optimising investment risk and reward using stochastic modelling’, Synaptic explores the theory, importance and practical requirement for risk-taking...
FCA call for input on advice review – tell us what you think – and win 200 pounds in Amazon Vouchers
The FCA have asked for input on their review into the advice market with reference to RDR and FAMR. We have taken the FCA list of questions and developed a...
Register now for a live webinar: Pension default funds: key considerations
Register now for a live webinar: ‘Pension default funds: key considerations’ Date: Tuesday 14 May 2019 Time: 11am As co-sponsors of Defaqto’s 3rd annual guide, ‘How to analyse workplace pension...
The advice opportunity of a generation
It’s the advice opportunity of a generation. Literally. An estimated £5.5 trillion* will pass between generations over the next 30 years. Every financial adviser in the country should have a...
