Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.
Focus on investments22 March, 2019
Are your clients diversified enough?
Joe Wiggins, Senior Investment Manager in the Multi-Manager Strategies Team at Aberdeen Standard Investments, explains that sensible diversification can help clients stay invested and enjoy the potential long-term benefits of compounding returns.
Your business21 March, 2019
Does ISA season still exist?
Steve Owen, Head of Elevate Platform Propositions at Standard Life takes a look at the tax year end rush to maximise annual allowances.
Your future15 March, 2019
Five ways we strive to provide market-leading service
Although technology plays a huge part in helping us deliver market-leading service, Sinead Fennessy, Standard Life’s Platform Operations Director, explains why great service takes more than just IT.
Adviser technology13 March, 2019
Introducing sophisticated automation for your CIP
Alastair Black, Head of Wrap Platform Proposition at Standard Life, explains how the Professional Portfolio Manager capability can have a positive impact on capacity in an adviser firm.
Focus on investments12 March, 2019
Market review – headwinds strengthen as sterling soars and trade wars reach a resolution
Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, considers what the US Federal Reserve’s U-turn on interest rates means for the dollar and emerging markets, and whether a recession lies ahead.
Focus on tax11 March, 2019
Making the annual allowance work for business owners
It's understandable most entrepreneurs are much more focussed on the here and now than planning for their retirement. Find out why he tax year end is an opportune time to help clients step back from the day job and think about pension saving as part of their wider wealth and tax planning.
Your business26 February, 2019
Choosing a platform isn’t a once in a lifetime decision
Steve Owen, Head of Elevate Platform Proposition at Standard Life discusses what really matters when coming to a decision on what platform is right for advisers and their clients.
Your business26 February, 2019
In times of change, it’s important to keep a step ahead
David Tiller, Head of UK Propositions at Standard Life discusses the current market conditions for platforms and gives an insight into some exciting changes coming for the Wrap platform
Focus on tax13 February, 2019
A seasonal bonus for pensions?
Find out how your client’s bonus could be worth nearly double the net amount in their pension than if they took the bonus as cash.
Focus on investments11 February, 2019
Market review – markets rebound even though global growth slows
Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, considers how Brexit, the US government shutdown, and downgrades to global growth forecasts are affecting markets and what this means investors.
Focus on tax30 January, 2019
TYE planning 2019 – top 10 checklist
With tax year end just around the corner, it’s time to check your clients are making the most of their tax reliefs and allowances to save for a brighter future.
Your future17 January, 2019
It’s time for a holistic approach to costs and charges regulation
Over the years, we’ve seen layer after layer of disclosure rules implemented in an attempt to help consumers understand costs and charges, but the FCA’s recent Interim Report suggests our efforts may not be helping.