Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.
Focus on investments13 October, 2020
Market outlook: what does climate change mean for investors?
We’re all aware of the real and potential future impacts of climate change. But do we realise how it’s affecting our investments? Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, gives his view on what this huge issue could mean for investors.
Your TechZone7 October, 2020
Tax planning with redundancy payments
In this insight, we look at 10 key facts your clients should know in relation to redundancy payments to help them plan for the future. You can also view a recording of our webinar for further information and examples.
Your business23 September, 2020
Achieving growth and scale
Heather Hopkins, NextWealth, Managing Director discusses their recent report to help advisers to achieve their growth ambitions by drawing from the success of others.
Your business22 September, 2020
The suitability of retirement advice, better outcomes and the journey ahead
Now and in a future post-pandemic world, the focus on better outcomes for consumers at retirement has arguably never been more important, says Alastair Black, Head of Platform Proposition.
Your business22 September, 2020
What we've learnt in 2020
In the final of our three-part ‘Adapting to change’ summer series, social media expert Philip Calvert gives his tips about how to use marketing to better connect with your clients and potential clients in this challenging year and beyond.
Your TechZone21 September, 2020
The OTS Capital Gains Tax review – what’s under the spotlight?
Although the initial outcome of this review isn’t expected until 2021, this insight aims to give you and your clients an understanding of relevant areas which may be affected in the future.
Focus on investments15 September, 2020
Market outlook: Covid-19 impact – some positive signs but a long way to go
August saw pockets of better-than-expected company profits and economic improvement. But these come alongside damage, uncertainty and warnings of a long recovery. Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, considers the mixed news and what it means for investors.
Your TechZone6 September, 2020
The Trust Registration Service – where are we now?
We look at what recent proposals and directives about the scope and timescales for the Trust Registration Service mean for trusts.
Your business25 August, 2020
How client reporting just became a more enhanced experience on Wrap
New reporting capabilities now available on Wrap are set to deliver a great user experience. Al Ward, Head of Platform Proposition, explains how we’re delivering the enhancements that matter most to you and your clients.
Your TechZone25 August, 2020
What does the 'Staveley' case mean for pension transfers in ill-health?
In our insight, we consider the possible implication that the outcome of the Staveley case has on pension transfers made in ill-health, as well as what this means for advice.
Your business18 August, 2020
How to be virtually brilliant
In the second of our three-part ‘Adapting to change’ summer series, communications expert Andy Bounds offers his techniques to help you and your firm generate new business during these challenging times.