Welcome to our Adviser content hub. Here we will be discussing trends, risks and opportunities facing the industry.
Your business21 June, 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 clients20 June, 2019
Whether it’s a summer holiday or a client's investment proposition you’re choosing, it’s all about the options
Steve Owen, Head of Elevate Platform Proposition at Standard Life, considers how a client investment proposition can best be shaped and compares the advantages and disadvantages of the investment options available.
Focus on investments5 June, 2019
Market review: mid-year reflections and projections
Almost halfway through the year, Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, considers the continuing US-China trade war, how emerging markets are faring, the outlook for UK interest rates and the impact of European politics on the Eurozone.
Focus on tax21 May, 2019
Top slicing relief - could the shorthand method leave your clients short changed?
A recent First Tier Tribunal (FTT) tax decision has called into question how tax relief available on bond surrenders is calculated. This decision may mean a smaller tax bill for some clients, particularly those whose total income is normally less than £100,000.
Your business16 May, 2019
How Elevate can help advisers streamline the drawdown process
Steve Owen, Head of Elevate Platform Proposition at Standard Life, talks about how the Elevate platform’s Pension Investment Account feature can help advisers manage drawdown more efficiently.
Your business16 May, 2019
Why platforms must allow financial planning and investment management to work in harmony for better client outcomes
David Tiller, Head of UK Propositions at Standard Life, reports on why the increased delineation between financial planning and investment management is a growing trend.
Focus on investments8 May, 2019
Market review: Brexit uncertainty lingers, Europe flags and US tightens oil sanctions
Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, considers the outlook for the UK high street and interest rates, Europe and how markets are responding to the US tightening Iranian oil sanctions.
Your clients1 May, 2019
Seven opportunities to gain scale and efficiency
In our final instalment of a special three-part feature, David Tiller, Head of UK Propositions at Standard Life, looks at opportunities for advisers to deliver scalable, efficient, value-add propositions at the right price.
Your business23 April, 2019
Innovative products and platforms offer competitive advantages for advisers
Steve Owen, Head of Elevate Platform Proposition at Standard Life, discusses how more competitively priced funds, investment solutions and platforms can help advisers combat downward pressure on investment returns and focus on total cost.
Adviser technology18 April, 2019
How future platforms will improve individualisation and model portfolio methodologies
David Tiller, Head of UK Propositions at Standard Life, discusses how platforms of the future will help advisers respond to new model portfolio methodologies and deliver more individualised solutions for investors
Focus on investments15 April, 2019
Market review – Fed backtracks and pound slips as politics takes its toll
Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, considers politics, interest rates and whether a recession is really looming.
Adviser technology4 April, 2019
How evolving platform technology can help advisers comply with regulation
A lot has changed since we began working with model portfolios on platforms so we commissioned a White Paper to get an independent perspective on how this area might develop. Here, David Tiller discusses the administrative issues advisers face in creating and maintaining model portfolios.