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.
New RSMR Rating for Brooks Macdonald Defensive Capital Fund – join webinar with the manager
The IFSL Brooks Macdonald Defensive Capital Fund (DCF) has received the prestigious Rayner Spencer Mills Research (RSMR) rating. All of RSMR’s rated funds are subject to rigorous and ongoing scrutiny...
Octopus Titan VCT: open for investment
Octopus Titan VCT is now open for investment through a new share offer of up to £120 million. Early bird discount Investors applying for Octopus Titan VCT shares before 14...
If you have business clients, the risks they face are also your risks
Business or corporate clients can be really important to your practice so helping them understand and manage their risks is also a way of protecting your own business. Risks can...
Invesco Perpetuals Open Investment Meeting – your invitation
You are invited to join Invesco Perpetual on the morning of the 22nd September in London as 4 of their most respected investment professionals give their latest market and asset...
The Value of Advice – report
This is one of the hot topics of the time. There are many ways to consider “Value” but we think the simplest way is to look at what are you...
Prudential Toolkit – Retirement is a journey, not an event
This message is true for both advisers and their customers. When advising retiring clients today, you may be taking into account Brexit, Pension Freedoms, Defined Benefit transfer and the outcome...
You are invited to join Pictet Asset Management for breakfast or lunch
Pictet would like to invite you for breakfast or lunch (see full venue details below) to meet with their Multi Asset Investment team. Meet the lead managers Andrew Cole and...
Prudentials improved Trust and Application Form Tool
Prudential know that trust business can be time consuming and complicated, particularly when completing documentation. They’ve made things easier for you by improving their popular Trust and Application Form tool....
Access technical expertise
Access Prudentials technical expertise and earn consistent CPD In 2016, Prudential’s Technical helpline – manned by experts with more than 250 years’ experience between them – answered around 15,000 calls...
The Value of Advice – A nationwide call for client feedback
We have now received a large number of responses to our request for adviser input on the question of how your clients value the advice they receive. Thank you! If...
How investors can take care of inheritance tax headaches
Inheritance tax intake could top £6.2 billion annually by 2022, according to the latest Office for Budget Responsibility forecasts. The increase is attributed to both UK house prices and the...
Webinar Invitation – How to manage risk and return
To celebrate the 5th anniversary of the launch of the Allianz RiskMaster Multi Asset Funds you are invited to join this webinar on Tuesday 30th May 10-00 am. The webinar...
