Welcome to our Adviser content hub. Here we will be discussing trends, risks and opportunities facing the industry.
Focus on investments23 August, 2019
Market review: the pound, oil and interest rates
Recent weeks have been eventful, both domestically and globally. Boris Johnson has made it clear that his top priority is to deliver Brexit on 31 October, tensions continue in the Middle East and President Trump surprised everyone with another round of tariffs on China.
Your business23 August, 2019
Why PROD rules make it important to segment your target markets
One year on, some adviser firms are still unclear about their PROD obligations. It’s important for you to make sure you’re informed.
Your future22 August, 2019
Five things advisers want from their platforms
Steve Owen, Head of Elevate Platform Proposition, shares the questions advisers ask most often when selecting a new platform.
Your clients22 August, 2019
Advising on DB transfers: the latest FCA proposals
The FCA has proposed a number of latest changes to how DB pension transfers are advised, as Alastair Black, Standard Life’s Head of Wrap Platform Proposition, explains.
Focus on tax5 August, 2019
Annual allowance tax – the ‘scheme pays’ clock is ticking
Using 'scheme pays' can help ease the pain of an annual allowance tax charge - and reduce the risk of paying both AA and LTA tax on the same pension savings. But clients faced with an AA tax charge for the 2018/19 tax year may need to act quickly.
Focus on tax30 July, 2019
What the OTS review of IHT could mean for estate planning
The Office of Tax Simplification (OTS) has made a series of recommendations aimed at removing some of complexities in the current IHT rules.
Your business23 July, 2019
Supporting your client-led investment solutions in the era of PROD
Developing client-led investment solutions for better outcomes lies at the heart of any adviser firm. We explore the different approaches to delivering these solutions in light of the PROD regulation.
Your business17 July, 2019
Tips to help your firm’s PROD reporting
This series of blogs on PROD aim to help you understand your firm's obligations under PROD and help you get started with meeting the PROD regulations.
Your business16 July, 2019
Market review: Brexit, trade wars and global tensions
Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, considers what current events mean for investors and what the implications are for the global economy.
Your business15 July, 2019
Platforms really have come a long way since they started out
Steve Owen, Head of Elevate Platform Proposition at Standard Life, looks at how platforms have evolved over the years and how your firm can really benefit from the features and efficiencies modern platforms offer.
Your business8 July, 2019
Appointment of Standard Life Savings Chief Executive
Noel Butwell, Chief Executive of Standard Life Savings shares his views on the role, his ambition for Standard Life and what it means for the clients and customers who work with us.
Your TechZone8 July, 2019
What do the changes to top slicing relief on bonds mean for advice?
For many years advisers have been able to make a quick assessment of the likely tax payable on a bond surrender. The so called 'shorthand' method provided an easy way of estimating the potential tax on a bond after 'top slicing relief'.