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.
Proposed restrictions in SIPP investments
CITY TRUSTEES : Disagrees with proposed restrictions in SIPP investment freedom There is a call for a permitted investment list for SIPPs and City Trustees, part of Mattioli Woods plc,...
Energise your 2015 Client Marketing – with special Adviser Home discount
Communicating with clients on a regular basis has never been more important and we believe that ClientsFirst offers one of the best solutions in the market via its MailFirst offering....
Property SIPP Special Transfer Terms for a limited period
We appreciate that you require the highest standards of service and technical acumen when it comes to running a property SIPP. Our partners for bespoke pensions, City Trustees, are a...
VCT Webinar with CPD
You are invited to an exclusive Adviser Home webinar, hosted by Octopus and covering Venture Capital Trusts (VCTs) at 10am on Wednesday 3rd December, for 45 mins (with CPD) and...
Webinar – Creating investment solutions to meet clients risk profile
Webinar - November 25th at 10 am for 45 minutes Risk is fundamental to investment and AllianzGI are leaders on a global scale in managing risk through a series of...
Webinar – Integrated Pension & Estate Planning Case Study
Webinar - Thursday, November 20, 2014 3:00 – 4.15 • This is a joint event hosted by Canada Life & City Trustees to consider an holistic case study covering both...
New Cash Flow Tool – with Free Trial and Discounts
How to beat the savings gap? Many advisers now see cash flow planning as essential to their practice. But not all tools are intuitive or easy to use. We think...
2014 EIS Industry Report
Register for FREE ACCESS to the 2014 EIS Industry Report Introducing the first industry-wide report on the Enterprise Investment Scheme (EIS), based on an analysis of 244 investments.
The Risk Factor – play the game
The Risk Factor - in association with AllianzGI So, how do we assess risk? Are our intuitions right? How good are you at comparing different sorts of risk? To find...
Free Guide to Alternative Investments – CPD accredited
Download here>> Intelligent Partnership has just published its comprehensive 148 page guide to Alternative Investments. The Guide covers 8 different investment sectors and 763 investment products. You can download your...
Investment and Risk – Major Research
Contribute to our report on Investment and Risk We’d like your help with this research into the UK Investment Market. Just spend a few minutes giving us your views and...
Bespoke Pensions Technical Library
We have here an excellent set of valuable technical resources put together by experts City Trustees. The objective is to provide you with the right technical and business support to...
