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.
See how Fixed Term Investment helped Max, Isabella and Shane achieve key retirement objectives.
Max, Isabella and Shane all face different retirement challenges but one solution helps them meet their short and medium-term goals with certainty. Clients transitioning into or already in-retirement want financial...
Your latest vulnerability update from Just
Health conditions, whether physical or mental, visible or hidden, can affect a client’s ability to make informed financial decisions at any stage of life. Providing effective support requires recognising subtle...
Invest in high-growth UK tech and secure 30% VCT relief
This tax year is your last chance to secure the full 30% relief before the new legislation comes into effect, dropping the relief to 20% from 6 April 2026. Foresight...
Will you help with this year’s Census on financial adviser/planners remuneration?
The BWD Financial Planner Earnings & Benefits Census 2025/26 questionnaire is now live, and we’re inviting Financial Advisers and Financial Planners across the UK to take part. This concerns important...
Your essential tax year end toolkit
Fidelity Adviser Solutions’ dedicated tax year end hub brings together the tools, insights and practical support you need to guide clients confidently through this busy period. Their one‑stop hub includes...
Webinar with LV= – The rise of Centralised Retirement Propositions: navigating modern retirement advice
With 54% of non-retired adults unsure they’ll have enough to retire comfortably*, advisers are under pressure to build confidence and consistency into retirement planning. This one-hour CPD-accredited webinar from LV=...
Build your BR knowledge, join this Octopus Estate Planning webinar series.
As the planning landscape continues to shift — and advisers still face pockets of uncertainty — many are revisiting how Business Relief (BR) can help clients pass on more of...
Open for investment: Foresight Technology VCT and Foresight Ventures VCT
Venture Capital Trusts ("VCTs") and Enterprise Investment Scheme ("EIS") funds play a vital role in channelling private capital and specialist support into early‑stage UK businesses, helping them innovate, scale and...
New: Introducing the Just portal for Pension Annuity
The new Just portal is designed to make your life easier. You can now quote and apply for pension annuities entirely online. You’ll be able to apply directly on the...
The Campaign for Real Income
Join industry experts Steve Hunter of Momentum Global Investment Management and Vince Smith-Hughes of Adviser Home for an in-depth exploration of strategies to generate sustainable, inflation-beating income in today’s economic...
Live webinar – Financial planning at tax year end – with Fidelity
There's still time to register for Fidelity Adviser Solutions’ live webinar taking place on Thursday 22 January at 10.30am. To help you prepare for the upcoming period and ensure good...
Would you help us decide which Adviser Guides to produce?
This year we have developed a number of guides covering – Retirement, On Going Advice, Business Relief and others. We want to make sure we focus on the subjects you...
