Welcome to our Adviser content hub. Here we will be discussing trends, risks and opportunities facing the industry.
Focus on investments13 August, 2018
Mid-year market outlook – reflections and projections
Andrew Milligan, Head of Global Strategy, Aberdeen Standard Investments and Paul Flood, Portfolio Management, Newton Investment Management, a BNY Mellon company give their views on how markets have performed so far this year, what challenges lie ahead and where investors can find opportunities.
Focus on investments8 August, 2018
July market review 2018
Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, takes a closer look at what continued trade wars could mean for global growth, what assets are performing well and what’s next for the tech sector.
Focus on tax3 August, 2018
How to keep your clients safe from the IHT disclosure rules
Advisers and their clients should have little to fear from HMRC's latest efforts to beef up IHT avoidance measures provided they stick with tried and tested solutions.
Focus on investments17 July, 2018
June market review 2018
As we move into the second half of the year, Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, discusses what’s driving markets and where investors can find opportunities.
Focus on tax20 June, 2018
Taking the pain out of the annual allowance tax charge
Some of your higher earning clients may be facing a tax charge on their pension funding in 2017/18 as a result of the tapered annual allowance. Read our insight on assessing your client's annual allowance, determining the tax charge and planning ahead for pension savings in the current tax year.
Focus on tax15 June, 2018
Interested in what we’re asked about when it comes to inheritance planning?
The IHT rules can be complex. And understandably this will be a key focus for many of your clients. We’ve picked out the 10 most common areas where we are often asked to clarify understanding for inheritance planning.
Focus on investments12 June, 2018
May market review 2018
With UK markets reaching record highs and sterling moving lower, Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, discusses what’s driving markets and where investors can find opportunities.
Your business7 June, 2018
How we prioritise platform developments
What do we consider when we develop our platforms for you? David Tiller, Head of Adviser and Wealth Manager Propositions at Standard Life, explains how his team prioritise change to platform functionality.
Your business29 May, 2018
Erroneous echoes - emerging markets aren’t about to implode
It’s been a turbulent time for emerging markets, with stocks, bonds and currencies all taking a battering. But what lies ahead? Brett Diment, Head of Emerging Market Debt at Aberdeen Standard Investments, offers his views.
Your business25 May, 2018
Advising on DB transfers: the thorny issue of outsourcing
Are you struggling to cope with capacity or lacking the appetite or permissions to advise on DB transfers? Alastair Black, Head of Financial Planning discusses how outsourcing can provide an effective solution.
Your business23 May, 2018
Adviser voice: Finding the clients of tomorrow
In the first of our series of Adviser voice videos, we talk to Pamela Murphy, partner at Taylor Made Financial Planning, on how developing their Academy is helping them educate young people in financial planning and attract the clients of tomorrow.