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.
Supporting the Seven Families Initiative
Supporting the Seven Families Initiative- client material for you Here’s five educational aids for use with clients, professional connections or as social media content to highlight the financial vulnerability that...
Adviser Home discount for VCT Masterclass
From Intelligent Partnership on Friday 26th June, 20, Fenchurch St London - a half day June Masterclass on VCT with 3 hours of structured CPD. AIC chief executive Ian Sayers...
Octopus Inheritance Tax Service Workshops
A wide choice of Octopus Investments workshops in June and July will compare BPR-based solutions with traditional estate planning strategies and help you identify new opportunities and planning ideas -...
Register for this essential Peer to Peer Webinar
Why? The growth of Peer to Peer is phenomenal and our partner in this sector, RateSetter is now the largest P2P business in the UK. This webinar, led by Ceri...
Compare your earnings
BWD have produced their third annual Census of Financial Services salaries and benefits. It covers earnings for advisers, para planners – of great interest whether you are looking to recruit...
Professional indemnity (PI) insurance – A study of Financial Advisers views
If you missed our recent email on this subject, then click here to see a copy which includes links to various reports and helpful information.
Annuity v Drawdown? – New Retirement Optimiser Tools – Book your place for demo or webinars
To help Annuity / Drawdown decisions and optimise Drawdown selection, Selectapension are offering FREE one to one demonstrations and webinars on the new Flexible Retirement Optimiser tool. Re-engineered in-line with...
Retirement Guides
Download these Retirement Guides – Adviser and Consumer Versions The Pension Reform changes from April 6th create enormous opportunities for advice at different stages in the retirement journey- and for...
Pictet Barometer
New Monthly Outlook from the Pictet Asset Management Strategy Unit.
Thinking Differently about Retirement – a new guide from Octopus Investments
Pension liberation calls for some fresh thinking and this is a really valuable thought provoking guide from Octopus Investments. Download here>> You can visit the Retirement Planning website for more...
Risk Matters – here’s four expert views
This edition covers the impact of dividends on total return, risk profiling, the dangers of mis- priced risk, and how the planning process must embrace an understanding of risk. Whether...
Auto Enrolment – Book your Webinar Place Now
The Webinar will run through practical solutions from Simply Enrolment. A low cost, effective approach allowing you to help your corporate clients and connections without taking on AE as a...
