Business Development Updates

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

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]