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.
Smoothed operators: Why With Profits can be a win-win
Investment markets – by their very nature – are volatile. Received wisdom states that the only way to overcome this volatility is to invest in a diversified portfolio of assets...
An Adviser Guide to Alternative Tax Efficient Investments – Access Now
This new adviser guide is an important resource for any adviser active in this market or wishing to develop their business in this area. Edited by Adviser Home director, tax...
FCA Confirms Attendance at ‘Your’ Alliance Conference – The Evolution of Financial Planning
The FCA is committed to increasing interaction with the personal finance sector, especially amongst smaller firms who can often feel under-represented, even though they account for over 80% of regulated...
Are you treating spenders differently to savers?
Are you treating spenders differently to savers in your retirement advice process? As your clients transition from saving to spending, their financial needs and key risks change, for example: longevity...
A new smoothed innovative product to support clients to and through retirement
Fidelity Adviser Solutions are committed to helping provide flexible retirement planning options for you and your clients, in partnership with Standard Life, underpinning a more certain journey to and through...
Register to start the free vulnerability training 2024 version
The popular Consumer Vulnerability in Later Life online training provided by Just with content created by SOLLA, has been updated for 2024, with an emphasis on having better conversations and...
Octopus Investments’ premier estate planning event of the year
The premier estate planning event of the year is coming to London. This unmissable event is an opportunity for financial advisers and the estate planning community to come together to...
New Guide to Retirement Income Advice
Now available – the Adviser Home Guide to Retirement Income Advice. Developed for advisers and produced in association with Aegon and Fidelity Adviser Solutions. The Guide, edited by John Lappin,...
Updated Just interactive client scenarios: See how a new asset improves outcomes across a range of retirement scenarios
You’ll probably recognise John, Geoff, Cynthia and Peter. That’s because they’re a collection of scenarios Just created last year showcasing examples of clients approaching or in-retirement taking income from their...
New estate planning webinars from Octopus
A new series on estate planning Adding value to clients’ financial plans isn’t easy. It requires successfully navigating the rises and falls of the economy, the twists and turns of...
Join the ‘Cradle to grave wealth management’ regional workshops
Just have teamed up with Timeline and Praetura Investments at this series of events from 2 to 7 July. Join them to hear about the impact of the FCA Thematic...
Retirement income advice in a changing regulatory landscape
In this 45-minute webinar, Fidelity Adviser Solutions’ panel of experts will consider the FCA’s Thematic review of Retirement Income Advice market and what the implications are for advice firms. They...
