Business Development Updates

02 July 2015

Peer to Peer Webinar from RateSetter - watch now

We recently ran a webinar with RateSetter talking about peer to peer and how advisers can use these products with the clients.

For your convenience you can watch the video now or at your leisure – here’s the link.

 

The rates available are extremely attractive and RateSetter are now the largest on the P2P market by monthly volume. 

If your clients are looking for near cash or lower risk solutions then this is worth looking at.

Some points on RateSetter

•    Investors include major investment fund managers, Woodford Investment Management and Artemis
•    First globally to launch a Provision Fund
•    First globally to be risk rated by FE (score of 1, with cash being 0)
•    100% track record - no investor has lost a penny since launch in 2010

If you would like to see more click here where you can access the adviser platform to allow you manage your clients RateSetter funds.

And here’s a brief guide for advisers.

19 June 2015

Create your perfect LinkedIn profile - free training webinar

 

  

 

Amanda Brown of Alterra is an online marketing expert specialising in LinkedIn. She has put together a free training webinar which will help you create the perfect profile on LinkedIn so you get found for your expertise and create the right first impression. 

To view the webinar click here>>  ‘10 Steps to Optimising your LinkedIn Profile’ and select a date and time to suit you. If these dates are not convenient then please email:  [email protected] who will arrange for a copy to be sent to you.

15 June 2015

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 can stem from chronic illness and/or disability to families across the UK.

1) http://7families.co.uk/downloads/Pickford_7FamiliesSalesAid.pdf

2) http://7families.co.uk/downloads/Clarke_7FamiliesSalesAid.pdf

3) http://7families.co.uk/downloads/Snell_7FamiliesSalesAid.pdf

4) http://7families.co.uk/downloads/Thornley_7FamiliesSalesAid.pdf

5) http://7families.co.uk/downloads/Pinder_7FamiliesSalesAid.pdf

15 June 2015

Cash Management Webinar

 

 

Cash Management Webinar from Deposit Sense - the UK's leading Savings Management System for Advisers.
Tuesday 23rd June at 11.00am. Back in April Deposit Sense held their first webinar for Adviser Home on their Cash Management system. Due to increased interest in the system, a further webinar has been arranged. If you didn't get the chance to see the first webinar then it is worth putting 15 minutes of your time aside to view this.  
 
Why? - Cash is one of the largest asset classes, but much of it remains un-managed and outside adviser influence. This webinar shows how you can make cash management a fundamental part of your client service proposition. 
  A 15 minute event on how to:
    
•    Create your own cash management proposition

•    Identify the best solutions for client saving accounts

•    Produce a savings portfolio & a report to illustrate value to your client

•    Differentiate your Business from the competition To take part 

Register your interest by emailing to:

[email protected]

Numbers are limited so please book your places early.

Once received, Deposit Sense will confirm your place on the webinar, and issue your joining instructions including two short videos to help you understand the rationale behind cash management.

Need more information? - visit here for more on Deposit Sense and the merits of a professional approach to cash management. 

08 June 2015

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 will be joined by speakers from PwC, The Timebank, DWF LLP, St James’s Place, Octopus Investments, Triplepoint, Puma Investments, and Unicorn. Register here for your Adviser Home discount.

27 May 2015

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 - and 2 hours CPD.

Details and Booking>>

27 May 2015

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 Williams, RateSetter Director, will give you a brief overview on P2P and what it could mean for your clients.

When - Thursday 4th June – 11-00 am for 30 mins

What’s covered?
•    Introduction to P2P – who’s hot, who’s not – explain the differences between P2P and crowd-funding 
•    Risks associated – explain the loan origination process, and credit checking 
•    How P2P can sit in the portfolio; how it can fit into retirement products such as SIPPs and as a ‘replacement’ annuity/income stream
•    The IFA portal – developed in association with Adviser Home etc, how adviser charging works with the portal 
•    The future, and the Lending ISA (LISA)

 ...what's more Neil Woodford is a well publicised RateSetter investor with £20m into this exciting enterprise.

20 May 2015

Results from our Research into Platforms and SIPPs with City Trustees

Click here for a summary of the research results.

 

18 May 2015

Compare your earnings

15 May 2015

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.

30 April 2015

What do you want most from Adviser Home?

We offer advisers a balance of ideas, discounts, news, events and provider information. So we asked advisers which they value most, and what else you would like to see. You can view a summary here>>

This is good timing as shortly we will unveil a refreshed Adviser Home site featuring many of your top requests.

If we weren’t so down on clichés we’d say..”watch this space!”

Thanks for your support and involvement.

22 April 2015

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 legislation and adviser feedback – the Income Drawdown and Annuity suite is designed to lead the market in technical advancement and ease of use. Including:

•    Flexible Retirement Optimiser - NEW! -This new flexible tool allows you to easily create multiple income strategies to demonstrate different outcomes. You are able to compare both Annuity and Drawdown products in one report, using live Annuity quotes from iPipeline's quotation platform Assureweb. Click here to find out more about the new tool.

•    Drawdown Transfer Analysis (Crystallised and Uncrystallised) - The Drawdown Transfer Analysis tool allows you to analyse your client's existing Drawdown arrangements and assess the potential benefits of a transfer to a new Drawdown product. 

Selectapension is offering one to one demonstrations of the new Flexible Retirement Optimiser tool at a date and time which is convenient for you.  There will also be the opportunity to ask any questions you may have.   Please click here to arrange a demonstration.

Alternatively, a series of Online Training webinars are also available offering overviews on all the tools available, including Income Drawdown and Annuity.  Please click here to view the Online Training options to select the webinar of your choice and book a place.

Next Steps: If you have any questions or would like to know more, please contact Selectapension using the contact details below:

[email protected]  

01892 669494

www.selectapension.com

02 April 2015

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 inheritance panning. Our partners Defaqto have produced two excellent guides – one aimed at advisers, the other for your clients.

The adviser guide includes no less than 13 Model Consumer Profiles ( case studies, in case you were wondering !)

To download both Guides click here>>  - we think you’ll find them of great value as you engage with your clients over the next few weeks and months.

19 March 2015

Pictet Barometer

New Monthly Outlook from the Pictet Asset Management Strategy Unit.

12 March 2015

Deposit Sense - Effective cash management

 

Build an effective cash management system into your clients’ portfolios

 

Not every financial adviser plays a role in managing their client’s cash deposits yet many clients see cash as a core, long term holding.We know that many advisers are looking at ways to influence clients’ wider portfolios, including cash holdings.At the same time, most advisers would not be keen on taking on all the cash selection and management tasks in -house. With this in mind we think you may be interested to hear more about Deposit Sense.

Deposit Sense in brief:

An Effective Cash Management system so you can:-

Access the best cash rates for your clients Ensure FSCS for your clients’ capital Help your clients with a greater proportion of their wealth Generate additional income from cash management

Find out More?

To find out more about Deposit Sense you can access a FREE online demonstration to see how the system works, followed by a FREE 30 day trial to see how it fits into your business. More information here>>

Contact Deposit Sense to set up your FREE demonstration and trial on [email protected].

Thank you for your time

05 March 2015

Thinking Differently about Retirement - a new guide from Octopus Investments