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.
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...
A place for Guaranteed INCOME in an invested world
Having the freedom to access pension funds has led to a shift in purchasing behaviour, with many people remaining in drawdown when they would have previously chosen an guaranteed income...
Invesco Perpetual – 2018 Investment Intelligence Seminars Round 3 – Reserve your place
You can now sign up for the final round of Invesco Perpetual's 2018 Investment Intelligence Seminars. Make sure you reserve your space at one of the 70+ events! A wall...
Evidencing Capacity for Loss in Decumulation
Since pension freedoms, many retirees opt to remain invested using drawdown products, electing to shoulder various risk burdens including investment timings, market volatility, and longevity. Yet when clients move from...
Introducing Orbis investments – they’re different
You might not have heard of Orbis before - they’re quite new to the UK retail market – but their impressive 28-year track recordof delivering returns for institutions, pensions and...
Compounding costs and opportunities lost
Research has shown that many clients see fees and charges as one off costs. They don’t necessarily realise that costs compound negatively and make it harder for them to meet...
ESG event 18th July – full programme released
Secure your place at this key event on ESG - 18th July London - all the details here>>
Managing income in retirement – new thought leadership paper from Just
In recent Adviser Home research we asked advisers to tell us their priority areas for content and information. Top of the list was retirement income so we are pleased to...
Is your clients business a main source of their wealth?
If so, business continuity and succession planning will be required as a core element in their wealth management programme. But do all your business clients appreciate the risks to their...
You are invited to:- Sustainable Investing – An Adviser Event
Who should attend? In the US over $9 trillion professionally invested assets are in Sustainable Investments. It’s long been a core subject in Europe and now in the UK is...
