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.
Will you take part in our study into the tax-efficient investment market?
Will you take part in our study into the tax-efficient investment market?We offer a prize draw of £200 Amazon Vouchers and a copy of our completed report. The tax-efficient investments...
Helping clients explore all possible alternatives to Equity Release
HUB Financial Solutions specialise in providing expert advice on equity release. They’ve helped over 80,000 people decide if it’s right for them. To date, HUB Financial Solutions have enabled customers...
Look beyond ratings for an in-depth understanding of investment risk
Now more than ever, it’s a good idea for advisers to look further than ratings to fully understand how investment funds align with their clients’ specific risk profile. Risk ratings...
Why this adviser is an advocate for Business Relief.
Jessica Tivey is a financial planner at a boutique firm in London that specialises in high net worth clients. Octopus Investments sat down with her to discuss her experience of...
Reasons to consider referring a client for retirement income planning
HUB Financial Solutions specialise in retirement income planning. To date, they’ve helped over 60,000 clients with their retirement income planning.By referring your clients to HUB Financial Solutions, you can:1. Support...
Bite sized video series: Guaranteed income and investment risk – how much of each?
Guaranteed income and investment risk: How much of each? Oxford Risk's white paper, is summarised in this latest series of bite-sized clips for when you're short on time. The paper...
BDM Benchmark 2024 – Tell us what you think about BDMs
An independent study carried out with Davies Marsh Search & Selection Ltd We know that in most cases the BDM you deal with is the main contact point for the...
Are you ready? EIS at tax year end
For professional advisers and paraplanners only. Not to be relied upon by retail investors. The Octopus Ventures EIS opportunity at tax year end With the tax year end around the...
Do you need help with a defined benefit pension review?
It may come as a surprise to you that only 23% of advisers have retained permissions to conduct defined benefit pension reviews - and even fewer actually use those permissions....
2024: Has cash lost its crown?
During last year, many investors swapped their stocks and shares ISAs for cash options. But as interest rates peak, will cash retain its crown in 2024? 2023 saw investors retreat...
How to meet the FCA’s requirements for consumer understanding
It's not just that your clients have to understand – you also have to provide the evidence that they do. It’s a practical challenge and Money Alive have been helping...
BWD 2024 Salary Census: Shape The Future With Your Insights
I’d like to invite you to consider taking part in the upcoming BWD 2024 Salary Census, ensuring a comprehensive and accurate representation of the market landscape. At Adviser Home we...
