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.
Business protection made easy – with the Aegon Toolkit
Business protection doesn’t need to be complicated. With 5.7 million businesses in the UK* – each with their own specific financial needs - you could be missing out on a...
You are invited to the 2019 Invesco Investment Intelligence Seminars
You can now register for the first round of the Invesco Investment Intelligence Seminars 2019. Make sure you reserve your space! The end of the cycle? In this round Neil...
Can you hold your nerve while others lose theirs?
Recent market volatility has elevated investor fears, but these fears shouldn’t prevent you from seeing the bigger picture. Volatility can create attractive investment opportunities. In this most recent bout Orbis...
Powerful tools to help clients considering a VCT
Helping clients understand VCTs So you’ve identified a client who could benefit from a venture capital trust (VCT). Step two is to help them understand what VCTs are and how...
Calculating capital gains
In his latest video (18 Minutes), Paul Kennedy, FundsNetwork’s Head of Tax & Trust Planning, talks about the complexities of calculating capital gains. He explains the methodology and the different...
Getting the best value for your business – capital available to acquire or invest
Often when adviser firms decide to sell, or to seek capital for expansion, or sell a client bank they do so by talking to a few local contacts. But there...
Join NS&Is new phone service for advice firms
Join the firms who have already taken up the new telephone services via the Adviser Helpline (0800 092 1228). For the first time, firms now have access to information on...
New multi asset solution from Invesco
In an era of increasing regulatory pressure, the need for efficient, cost-effective and compliant investment solutions has never been greater. The newly launched Invesco Summit Growth Investment Series of five...
Octopus Titan VCT now open for new investment
Octopus Titan VCT, the UK’s largest venture capital trust (VCT), has just opened for new investment. The fundraising target is £120 million. Clients who invest before 25 October will get...
Download this 2018 edition of the Brooks Macdonald seven-step guide to DFM due diligence
Demonstrating client suitability and selection of one discretionary fund manager (DFM) over another has become an important requirement for the regulator, as highlighted in the FCA's Thematic Review 16/1 on...
Aegon: Relevant Life Simplified Webinar recording
Summary of the session Are you looking to develop your corporate protection business? This session provides business development opportunities in the corporate protection market and in particular, relevant life. 30...
Enhance your understanding of lifetime mortgages
Aviva have launched an information and training hub focused on this important growth market. It offers: • 10min video - learn about the growing market and what it could mean...
