Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.
Your business20 July, 2020
Leadership in challenging times
In the first of our three-part ‘Adapting to change’ summer series, high-performance team builder, leadership expert and round-the-world sailor Caspar Craven offers practical tips to help you and your firm during times of crisis.
Your TechZone15 July, 2020
Pension death benefits - right pension, right nomination, right now?
Pensions play a significant role in wealth transfer planning. Our insight looks at why getting the nominations right is key to making sure that pension death benefits are received tax efficiently and the planning considerations about who gets what and when.
Focus on investments10 July, 2020
Market outlook: the short and long-term effects of Covid-19
Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, looks at the pandemic’s impact on economies and markets and the outlook for the future.
Your business8 July, 2020
How Elevate’s technology can help firms become even more efficient
Whether adviser firms are running in-house model portfolios or outsourcing to multi-asset solutions or to discretionary model portfolios, Elevate has the technology to help, as Al Ward, Head of Platform Proposition explains.
Your business6 July, 2020
Continuing to deliver platform technology fit for the future
During these unparalleled times, not only is it important to continue to deliver a great platform experience, it’s important to provide technology solutions that are fit for the future too, as Jenny Davidson, our Head of Platform Technology Solutions, explains.
Your TechZone30 June, 2020
Could your high earning clients now escape the tapered annual allowance?
Read our insight to understand the new limits for adjusted income and threshold income, as well as what will be included when calculating total income, and what won’t. We also look at the scope for making a larger pension contribution with more tax relief.
Your clients29 June, 2020
Using equity release as a way to help fund your clients’ retirement
With the coronavirus pandemic having a profound impact on savings and investments on a global scale, we explain how equity release can be a useful tool to help your clients fund their retirement.
Your TechZone22 June, 2020
What does HMRC’s withdrawn appeal to Silver case mean for existing bond gains?
The Spring Budget finally put things straight for bond gains arising after 11 March. In this insight, we look at the situation for clients who have chargeable gains on investment bonds before that date.
Your TechZone21 June, 2020
COVID-19: Government support and the impact on auto-enrolment and pension funding
Read this insight to find out what the Coronavirus Job Retention Scheme and the Self-Employment Income Support Scheme mean for the pension savings of both employees and the self-employed.
Your business16 June, 2020
How uncertain times can underline the value of advice
A well-established retirement plan can help mitigate the impact of market instability as well as helping advisers reassure and support retired clients during a crisis, says Alastair Black, Head of Platform Proposition.
Focus on investments16 June, 2020
The market factors to watch
Columbia Threadneedle Investments and Jupiter Asset Management share their thoughts on the market drivers to watch.