Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.
Focus on investments9 March, 2020
Market review: coronavirus dominates headlines
In his first market review for us, Richard Dunbar, Head of Multi-Asset Research at Aberdeen Standard Investments, looks at the impact the coronavirus is having on global economies and markets.
Your TechZone28 February, 2020
CGT planning - making the most of the annual exemption
Our video shows you how valuable the exemption can be to your clients’ investments, highlights planning pitfalls to watch out for and discusses how these issues can be overcome.
Your business26 February, 2020
Why your and your clients’ experience of Elevate matters
Al Ward, Head of Elevate Proposition, highlights the benefits of the platform that add up, as he explains, to a great experience.
Your TechZone24 February, 2020
Business owners: tax-efficient profit extraction
Deciding how best to extract profits from their business can be tricky for owner directors. In our video we compare the options, weigh up their relative merits and crunch the numbers to show which delivers most.
Your business20 February, 2020
Why experience matters
Standard Life CEO Noel Butwell highlights four commitments we’re making to enhance your experience of working with us.
Your business17 February, 2020
SM&CR, transitional phases and what you need to do
The Senior Managers and Certification Regime came into force for FCA solo-regulated adviser firms in December 2019. We highlight the main actions firms may need to take over the next 12 months and beyond in order to comply with the rules
Focus on investments10 February, 2020
Market review: Andrew Milligan’s final thoughts
In his last market review for us before retiring, Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, considers some of the key global events currently having an impact on economies and markets, including Brexit, the coronavirus, government spending and interest rates.
Your business7 February, 2020
How advances in tech are allowing more individualisation for responsible investment
Next generation technology is harnessing opportunities for individualisation in model portfolios and supporting client preferences around responsible investment.
Your TechZone4 February, 2020
Optimal tax planning in retirement
Where your retired clients are relying on an income from their life savings, making sure they use their annual tax allowances effectively is key to achieving the best outcome.
Your TechZone31 January, 2020
Effective tax planning with pension contributions
There are many good reasons to save into pensions for retirement. Tax relief on contributions, tax free investment growth and IHT protection to name a few.
Your business29 January, 2020
Elevate, regulation and my other New Year resolutions
At the start of a New Year, our Head of Elevate, Al Ward, discusses his goals over the next few months for how Elevate can continue to support your business and deliver value to your clients.