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 TechZone4 October, 2019

Getting to grips with the residence nil rate band

The residence nil rate band was described by the OTS as ‘too complex’. But it does offer valuable protection against IHT. Our latest Insight looks at the areas of confusion.

Your TechZone4 October, 2019

DB transfers - navigating the appropriate limit

There’s a lot to think about when advising on DB (defined benefit) transfers. It’s easy to overlook the extra hurdle of the ‘appropriate limit’ rule. So is there a planning solution that helps navigate this?

Your business25 September, 2019

How to build a market segmentation matrix for PROD

Here’s an approach to segmenting your client bank and target market that can help you begin to work on meeting the requirements for PROD set by the Financial Conduct Authority (FCA)

Your business12 September, 2019

How Elevate’s support tools can help make your life easier

Elevate offers a range of support tools which can help you save time and run your business as efficiently as possible, as Steve Owen, Head of Elevate Platform Proposition explains.

Your TechZone11 September, 2019

Pensions Awareness Day - five LTA myths which could cause clients to cease funding prematurely

Pensions Awareness Day takes place on 15 September each year. The main aim is to encourage people to save enough to avoid walking into pension poverty in retirement.

Your business10 September, 2019

The growing shift towards personalisation is driving a tech evolution

We examine how innovation in technology is helping advisers and investment managers to expand their investment offering and bring more personalisation to more clients.

Your business5 September, 2019

Market review: Brexit dominates the headlines

In his regular market review, Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, looks at what events in the UK, including Brexit, means for markets and investors.

Your TechZone30 August, 2019

Helping grandchildren achieve a debt free degree

Over 500,000 students are expected take up places at UK universities this year. But their excitement can be tempered by the thought of how they are going to pay their way. Some grandparents may, however, be in a position to make a real difference to their grandchildren's futures.

Your business27 August, 2019

The distinct difference between ESG integration and ‘all things sustainable’

ESG and sustainable investing are set to be a mandatory part of the suitability process. We help you understand the difference between these two distinct areas of investment.

Focus on investments23 August, 2019

Market review: the pound, oil and interest rates

Recent weeks have been eventful, both domestically and globally. Boris Johnson has made it clear that his top priority is to deliver Brexit on 31 October, tensions continue in the Middle East and President Trump surprised everyone with another round of tariffs on China.

Your business23 August, 2019

Why PROD rules make it important to segment your target markets

One year on, some adviser firms are still unclear about their PROD obligations. It’s important for you to make sure you’re informed.

Your future22 August, 2019

Five things advisers want from their platforms

Steve Owen, Head of Elevate Platform Proposition, shares the questions advisers ask most often when selecting a new platform.

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