Business Development Updates

25 February 2015

Pictet - Investment Themes

We are delighted to announce that Adviser Home has partnered with Pictet Asset Management.

Pictet are a major international asset management business with a range of thematic based investment funds and a commitment to producing high quality educational and support material to support your investment practice. We will be providing you with a flow of this material and you can find out more here>>

Simple, educational videos on Investment Themes Barometer – a monthly issue covering market views and News Details on how to contact Pictet Asset Management
 

18 February 2015

Tell us what you think of the Platform and SIPP Market - and win a Sonos 1

 

 

A chance to win* a Sonos 1 Wireless Speaker with Bridge – just complete our survey on the Platform and SIPP Markets and we’ll enter you into the draw – courtesy of City Trustees. And, we’ll send you a report on the views of fellow advisers. Could you please complete here>> - should take no more than 5 minutes. Thanks for your help.

 

 

* T&Cs. view here>>

11 February 2015

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 you run your own client portfolios, use models or DFMs this is a must read magazine from Allianz Global Investors. 

Read Risk Matters here

21 January 2015

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 full time job!

 

Some companies may be reluctant to pay full advisory fees, and the communication and administration challenges may not be ones you want to take on. So we have partnered with specialists Simply Enrolment to bring you a packaged solution for your company clients and of course, clients of your professional connections.

A major scale opportunity

The numbers of companies required to address their AE obligations this year is over 30,000; and this figure rises next year to over 300,000!

Referral Fees

Simply Enrolment offers generous referral fees to Adviser partners. This means you can benefit from 40% of the standard Simply Enrolment fees for every client you introduce to Simply Enrolment. You earn for the duration that the client is a fee paying customer.

There are a number of partner options available to Advisers depending on how active you choose to be in the Auto Enrolment space.

Join the webinar to learn more about Simply Enrolment and how becoming one of our referral partners can complement your business.

To find out a bit more before the Webinar – have a look here>>

Webinar details:

When is the Webinar? - 18th February 09.30

How Long? - 30 mins

How do I book? Visit here>>

15 January 2015

Adviser Technical Helpline - New- Question of the Week

In a world where many providers are restricting their support programmes it’s refreshing to note that City Trustees are maintaining their technical assistance with this excellent free Helpline.

Now, with Adviser Home, they are publishing a series of key adviser questions – under the banner Pensions Perspective.

We launch with model answers for two questions received from advisers:
1. Can I buy a property at auction for my clients SIPP?
2. If I make a contribution does my fixed protection stop?

You can see the full answers on site here>>

We hope you find the series of use, and why not use the Helpline yourself; it’s manned by experts, and it’s free to financial advisers.

22 December 2014

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, disagrees. City Trustees takes the view that additional and ongoing due diligence is required for non-standard assets, but that such investment flexibility is fundamental to the very idea of a SIPP.
 
City Trustees has taken the matter to the media – full details here
 
Ed Carey, Managing Director, commented:
 
“Many SIPP providers are refusing to consider accepting non-standard investments in a pension scheme. This flies in the face of one of the key attractions of a SIPP; its ability to hold a wide range of investments.” 
 
If you would like to talk through:

The impact of the FCA’s recent thematic review concerning non-standard investments capital adequacy Due diligence and monitoring requirements The proposed restrictions to investment freedoms in SIPPs And how City Trustees propositon could help you and your clients

contact Mike Kempster - Telephone: 0116 240 8730 MB : 07968 198262 or Email: [email protected]

11 December 2014

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.
There’s a range of options depending on how much you want to do yourself, with your own content, and how much you want to draw on the MailFirst content and advice. The packages include training and tele support. It’s all designed to make professional marketing easier.

What do advisers say about MailFirst?

“We realised more is needed than quarterly investment reviews and a yearly strategic review to maintain client relationships in the modern world”- Stuart Knight, Director, Miller Knight ‘MailFirst has made connecting with our clients really straightforward, and the team’s highly responsive approach enables us to move quickly’ – Kathy Roe, MFP Wealth Management

‘ClientsFirst certainly make an important difference to our business and save us a considerable amount of time each month. Their knowledge of the sector and understanding of our business means that our communications are relevant and engaging. A refreshing approach’ – Andrew Garrido, Pacific IFA

More Details and Subscription Options can be found here>>

To find out more or to start your MailFirst account, get in touch with ClientsFirst on 0845 303 77 88, by sending an email to [email protected]  or by visiting www.mail-first.co.uk and make sure you mention Adviser Home to receive your discount.

02 December 2014

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 market leader with a reputation for running a robust and efficient platform with greater flexibility and client satisfaction.

We know that the quality of SIPP Providers varies, and that some advisers feel real frustration at the costs involved in changing provider. That’s why City Trustees have created this special transfer package.

Special Offer
 

With immediate effect* City Trustees are reducing the cost of transfers in – reducing set up costs by £1,000 - and their specialist legal partner will also offer reduced costs. The offer in brief:
 

 

Transferring your SIPP

Year 1

Ongoing

Set-up costs and transfer

£2,320

£1,120

Reduction

£1,000

-

Legal fees

£275

N/A

Total

£1,595

£1,120

*This offer extends to applications received until 31 March 2015.

Ed Carey, Managing Director, commented:
"We have reduced our initial costs of property transfer fees to help break down the cost barrier, enabling clients to transfer onto a financially strong and robust administration platform."

To discuss

More details hereand if you would like to talk to City Trustees about SIPP, Property and Transfers then call Mike Kempster - Telephone: 0116 240 8730 MB : 07968 198262 or Email : [email protected]

24 November 2014

Guides to help build Professional Connections

One Guide focuses on tax planning with accountants. One Guide looks at BPR with Solicitors. Click here>>

20 November 2014

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 questions.

As well as giving an introduction to VCTs, the webinar will take you through a range of tax planning ideas and provide examples of how a VCT can suit different client needs.
The webinar will also cover the Octopus VCT range, including:

Titan VCT - a VCT that features dynamic early stage companies, targeting growth and regular and special dividends. AIM VCTs giving investors access to an established portfolio of smaller UK companies. And Apollo VCT - a capital preservation focused VCT.

This interactive webinar will be hosted by Octopus Business Development Manager Nick Bird. And remember, Adviser Home members who attend will be eligible for 45 minutes of unstructured CPD.

Register now
To take part, click here to register.
 
Places are on a first-come-first-served basis, so we recommend you register as soon as you can. If you have any questions about the webinar, or any of the VCTs, please call Octopus Investments on 0800 316 2067 and they’ll be pleased to help. 

Many thanks
Adviser Home

12 November 2014

New research from Nesta shows that the peer-to-peer sector is set for continued rapid growth

So far the non advised, direct to consumer route has achieved great success (since the start of 2014 the market has doubled). You may wish to consider whether these products, with their high returns, have a place in your clients’ portfolios.

Adviser Home has partnered with RateSetter to make it easier for advisers to include these products for their clients. We have more information here including details of a new adviser platform.

Infographic

This simple Infographic is a good way to access highlights from new Nesta research.

Research Comments from Rhydian Lewis, Founder and Chief Executive, RateSetter

·         “The potential for growth is extremely exciting in what is still, despite its success, a relatively untapped market - with 42% of UK consumers remaining completely unaware of P2P.

·         “At RateSetter, we have witnessed phenomenal growth this year, lending over £236m, an annualised year to date growth rate of over 205%.

·         “Inclusion in ISAs will further boost the sector. With this on the horizon for early 2015, there is a feeling that we are on the brink of a spectacular change in the financial landscape.”

Risk Management

When choosing peer-to-peer lending, 92% of people have stated that knowing their money was protected by a provision fund was an important factor.

Comment from Rhydian Lewis, Founder and Chief Executive, RateSetter:

·         “This landslide figure is substantiation that the nation trusts in the safeguards put in place by the platforms to protect their money.

·         “Peer-to-peer appeals to those seeking a higher income from their money. For this reason there is simply no place for costly FSCS coverage within the sector, and to seek it would be to disregard the industry’s mission to deliver a decent return for lenders. We are instead offering effective and bespoke risk mitigation systems which work in the best interests of consumers.

·         “RateSetter’s Provision Fund was the first of its type in the industry and remains the largest. Whilst there is no guarantee, no lender has ever lost any money. It has allowed us to deliver predictable and sound returns that outstrip those on offer from FSCS-covered savings accounts. It ensures that our growth is supported by a sustainable business model.”

Find out More

You can read more about P2P and RateSetter and the Adviser Platform here>> 

08 November 2014

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 multi asset portfolios.
The Allianz RiskMaster Funds are risk-rated multi-asset funds designed to target specific volatility levels, according to the client’s individual risk preferences.

•  Learn how AllianzGI invest in a SmartRisk way combining diversification, dynamic risk management and fixed outcomes
•  Hear why this approach could benefit you and your clients
•  Hear the latest Market Outlook

Register: Click here>>

08 November 2014

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 pension and estate planning opportunities.
•  Mike Kempster from City Trustees will run through some ideas on pooled SIPPs whilst Cathy Russell of Canada Life will consider some estate planning options for the same clients.

Register: Click here>>

15 October 2014

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 this LifeCash Pro APP is worth a look and will be of real value to you in helping your clients appreciate the need to make realistic provision for their future. It’s very clear, easy to use and helps you build a picture with your clients using straightforward graphics.

You can access the LifeCash Pro APP on your i PAD and there are two more reasons to have a look today:

1. Free TRIAL is available

2. There’s a 25% discount if you sign up through Adviser Home

More detail here including demo link and how to register.

06 October 2014

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. 

 

02 October 2014

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 out, Play The Risk Factor – a light-hearted game that lets you test your risk-evaluation skills.

Just rank these scenarios in order of probability. Play the game here, share your score and see how well you score against your peers.