Adviser insight

Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.

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Your business15 June, 2020

How Wrap’s technology can support you with your PROD obligations

Latest technology now available on Standard Life Wrap can support advisers with their responsibilities under the PROD rules for better client outcomes.

Your TechZone10 June, 2020

Is the LTA charge a price worth paying?

In this insight we consider why pensions may still be the best home for retirement savings, despite the possibility of an LTA charge, the value of employer contributions and how the alternatives, such as ISAs, bonds and OEICs, compare.

Focus on investments1 June, 2020

Market review: from oil to ESG – the impact of COVID-19

Aberdeen Standard Investments’ Richard Dunbar looks at two examples of how COVID-19 is accelerating existing investment trends: oil – and environmental, social and governance (ESG) factors.

Your TechZone18 May, 2020

Reclaiming IHT after stock market falls

Advising the executors of a deceased client where the client dies before a market downturn can present challenges. Our insight looks at how share loss relief can increase the legacies for estate beneficiaries, how to maximise the amount of relief and when relief shouldn’t be claimed.

Your business14 May, 2020

Supporting you and your clients now and in the future

As we continue to assess the impact of the coronavirus pandemic, Al Ward, Head of Elevate Proposition, explains how we’re here to support you during this unprecedented time.

Focus on investments13 May, 2020

Market review: key questions for investors

The impact of the coronavirus continues to damage economies, agitate markets and plunge oil prices below zero. In the midst of such uncertainty, Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, considers some of the questions at the forefront of investors’ minds.

Your business11 May, 2020

Understanding the unique nature of capacity for loss

Assessing a client’s capacity for loss has never been more important than it is now as we face the coronavirus pandemic, as Alastair Black, Head of Wrap Platform Proposition, reports.

Your business23 April, 2020

How technology is one extra resource in your firm

Next generation technology is supporting advisers’ business models and helping firms scale up without the need to recruit more staff

Focus on investments31 March, 2020

Market review: update on coronavirus impact

Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, gives an update on the impact of the coronavirus on global economies and markets.

Your business13 March, 2020

Why outsourcing your investment management needs on platform could be a game changer

The ability for advisers to deliver personalised client outcomes with their chosen investment proposition on platform is now within reach.

Your TechZone12 March, 2020

Budget 2020 - what it means to you and your clients

In the first Budget since Brexit, we highlight the key announcements that will impact you and your clients.

Focus on investments12 March, 2020

Market volatility - supporting client conversations

We share some reassurance messages which you might find useful when talking to clients about the impact of market volatility on their investments.

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