Partner Guides & Whitepapers

Investment news for Financial Advisers & Paraplanners - FundsNetwork: Managing client expectations in uncertain times

As clients have become more accustomed to stable and growing markets, advisers worry about future stock market volatility and geopolitical risk. With this in mind, FundsNetwork has pulled together information from five fund partners. It includes a couple of guides that may be used directly with clients, plus additional insight and investment considerations for advisers. more...

Investment news for Financial Advisers & Paraplanners - FundsNetwork: Women and investing

Studies have shown that when women invest in the stock market they generally do well. However, the majority favour the perceived caution of cash. This comes at a cost, as their savings fall prey to inflation and lose value in real terms. more...

Investment news for Financial Advisers & Paraplanners - Aberdeen Standard Investments: The Rise of Impact Investing

Attempts to reduce the harmful impact of human existence on the environment are not new. The environmental or ecology movement has its roots in the 19th century. But it is only relatively recently that the political and social mainstream has paid it more attention. The fact that the majority of organisations embed environmental, and social governance (ESG) in their business processes, underlines the importance the subject has assumed in recent years. more...

DFM Guide for Financial Advisers & Paraplanners - Defaqto: DFM satisfaction study 2019

This document reviews the service provided by DFMs, as rated by financial advisers. Broadly, the emphasis that advisers have put on the importance of each category of satisfaction is similar to last year more...

Protection news from Financial Advisers & Paraplanners - Royal London: Protection CPD hub - A guide to wills, trusts and guardianship

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. Here you’ll find protection research, webinars and guides - all divided into bite sized chunks, so it’s easy to build up those valuable CPD hours. One of the modules you might be interested in is our guide to wills, trusts and guardianship. more...

Partner Guide for Financial Advisers & Paraplanners - Aviva: Guide to apprenticeships

Take a look at Aviva’s handy new guide to apprenticeships to find out how recruiting an apprentice could benefit your firm. Take a look at Aviva’s handy new guide to apprenticeships to find out how recruiting an apprentice could benefit your firm. more...

Business Management for Financial Advisers & Paraplanners - Aviva: Diversity and inclusion

Diversity, inclusion and representation in the workplace has never been a hotter topic than it is today, but why is that? more...

Pension News for Financial Advisers and Paraplanners - FundsNetwork: Explaining how pension withdrawals are taxed

To aid your client conversations, download FundsNetwork’s guide 'Explaining how pension withdrawals are taxed'. more...

Tax news for Financial Advisers & Paraplanners - FundsNetwork: Tax year end - Client guide to pension and ISA allowances

To support discussions with your clients, FundsNetwork’s latest guide to pension and ISA allowances, provides clear and concise information on the importance of maximising the allowances available. It can be downloaded from both the pension and ISA sections of their tax year end support hub. more...

Tax, trust and ISA for Financial Adviser and Paraplanners - FundsNetwork: Pensions and divorce - a technical guide

From earmarking orders, to pension sharing, lifetime allowance considerations and offsetting, FundsNetwork's Pensions and divorce guide covers the important technical details. more...

Protection news for Financial advisers and Paraplanners - Royal London: Industry needs to do more to tackle misconceptions around protection

Commenting on the ONS’s Wealth and Assets Survey which found that 48% of people aged 16 to 24 said that they would not be able to make ends meet for longer than one month if they lost the main source of income coming into their household. more...

Pensions news for Financial Advisers and Paraplanners - PFS issue new pension transfer good practice guide

The Personal Finance Society have issued an updated ‘good practice guide’ covering transfers from defined benefit to defined contribution pension schemes more...

Protection news for Financial Advisers and Paraplanners - Royal London: State of the Protection Nation 2018

Our second State of the Protection Nationreport is now available to download. more...

Pension news for Financial Advisers & Paraplanners - Royal London: Why it can be worth getting to grips with the new state pension

When the new state pension was introduced in 2016, the goal was to create a much simpler system. When the new scheme is fully up and running, people who have a combination of paid National Insurance contributions and/or NI credits for 35 years of their working life will get the full flat rate pension, currently worth a little over £8,500 per year . more...

Pension news for Financial Advisers & Paraplanners - FundsNetwork: The State Pension – a technical guide

The State Pension is an important consideration when managing a client’s overall income in retirement. However, entitlement and the amount due will depend on a number of client-specific factors. What’s more, the State Pension changed on 6 April 2016 and different rules apply depending on when a person reaches State Pension age. In this newly released guide, FundsNetwork examine the differences between the old and new State Pensions and the options open to clients should they wish to boost their entitlement or defer their State Pension. more...

Tax news for Financial Advisers and Paraplanners - FundsNetwork: Help your client reap the benefits of tax efficient savings

FundsNetwork’s guide to pension and ISA allowances provides your clients with the key tax information they need so they can make the most of their annual allowances. To assist them in maximising their savings, you can find this guide in both the pension and ISA sections of our tax year end support zone. more...

Business Development news for Financial Advisers and Paraplanners - MiFID II - the difficult second album?

With MiFID II dropping on 3 January 2018, we're beginning to see a flurry of activity across the industry. Will the resulting implementation deliver all that is promised or will it be that difficult second album? more...

Trust Guide for Financial Advisers and Paraplanners - Utmostwealth solutions: Quick guide to trusts

Hot off the press! Quick guide to Trusts sales aid which addresses the common misconceptions and issues faced by a trustee. To download this sales aid click the link. For further details on our professional trust company please contact your Regional Sales Manager or email sales@utmostwealth.com More great technical content is available via our uTECH site. more...

Investment guide for Financial Advisers and Paraplanners - A suggested seven-step guide to DFM due diligence

The guide provides you with an end-to-end process for conducting DFM due diligence and enables you to compare all firms in Defaqto’s Matrix database on a like-for-like basis. Now in its 7th edition, the guide has been endorsed by Rory Percival, former Technical Specialist at the FCA, as ‘spot on’. more...

Legg Mason: Ken Leech

Until recently, the market consensus was one of “secular stagnation,” predicting anemic growth for the indefinite. Today, the prevailing theme is “global reflation,” calling for synchronized global growth that will lead to self-sustaining recoveries around the world. Western Asset has a different view. more...

Legg Mason: Global Investment Survey

The Legg Mason Global Investment Survey has been taking the pulse of investors worldwide for the past five years. Our goal is to better understand investors' hopes and fears, their financial dreams and realities, as well as what is influencing their behaviour - from the Global Financial Crisis to changing technology. more...

Legg Mason: Around the Curve Blog

Investments in Argentine debt have performed well over the past year as the macroeconomic policy mix shifts in the right direction. However, given the sovereign’s history of frequent defaults, we and other market participants understandably spend a lot of time thinking about what could go wrong. more...

Retirement news for Financial Advisers and Paraplanners - Prudential: Billy Burrows – Retirement is a journey, not an event

Prudential recently commissioned an interactive guide with Billy Burrows, Director of Retirement IQ, focussing on the four key stages of retirement. more...

CPD news for Financial Advisers and Paraplanners - New CPD content from Prudential supports adviser development

Prudential has enhanced its CPD support for advisers with the accreditation of some of its PruConsulting business guides. more...

Technology update for Financial Advisers and Paraplanners - New Software Survey and Analysis from across the pond

The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful features. Even the most basic questions are being turned on their heads. more...

James Hay: Tapered Annual Allowance and Planning Considerations

This Tech Talk provides insight into the challenges facing advisers as they endeavour to ensure that pension planning for their high net worth clients remains tax efficient. more...

James Hay: The lifetime allowance charge - a clear choice

The legislation to bring into being the new standard lifetime allowance (SLA) of £1m is part of the Finance Bill currently working its way through parliament. more...

James Hay: Joint General Investment Accounts

There are a number of reasons why a joint General Investment Account (GIA) may be unattractive to high net worth couples. Failure to take these into account could prove costly. more...

Investment news for Financial Advisers & Paraplanners - FundsNetwork: Pension lifetime allowance client guide

FundsNetwork’s new guide can help aid discussions with your clients on the pension lifetime allowance. more...

Investment guide for Financial Advisers and Paraplanners - FinalytiQ: Guide to Platform Profitability

The guide is a detailed analysis of the profitability of advised platforms over the last 4 years. It covers 23 major adviser platforms, who together account for more 90% of the total AUA in the adviser market. more...

Pensions guides for Financial Advisers and Paraplanners - FundsNetwork’s new retirement guides for use with your clients

With greater flexibility in how clients can approach their pension savings, FundsNetwork have added three new guides to their website to aid your discussions with clients about pensions and retirement options. You'll find information on how to save more into a pension with carry forward, tapered annual pension allowances and how clients can make pension tax relief work for them. more...

Prudential commissions independent guides to help meet adviser due diligence requirements

Prudential has commissioned four new guides from two expert independent research companies, Defaqto and AKG, to support financial advisers in meeting their due diligence requirements. more...

Unum: What is Income Protection Insurance?

Unum: What is Income Protection Insurance? more...

Investment news for Financial Advisers and Paraplanners - BNY Mellon: Fixed Income: which way next?

Despite ongoing volatility, global monetary policy divergence and market uncertainty, many investment managers continue to see strong potential and strategic value in fixed income in 2016. more...

Report for Financial Advisers and Paraplanners - Unbiased.co.uk - The Advice Nation launches soon!

For the keenest insights into the UK's financial advice market, you need this new report by unbiased.co.uk and Opinium. more...

Unum: How to make social media work for financial advisers

Unum: How to make social media work for financial advisers more...

Retirement update for financial advisers and paraplanners - Canada Life: Taking a tax efficient retirement income - a guide for paraplanners

With the introduction of the new pension freedoms, the flexibilities that were only afforded to a few are now available to all and where the majority of clients historically went down the annuity route, now many more will be looking to fully explore all the options now available to them. more...

white paper on pension reforms for financial advisers and paraplan - Engage Insight: New pension rules - Runway to Retirement research paper

This research paper focuses on 135 high net worth pension investors and the impact of the new pension ‘freedom’ rules on their retirement journey. more...

Mortgage news for Financial Advisers - Hodge Lifetime Intermediary guide for the Retirement Mortgage

The Retirement Mortgage from Hodge Lifetime has filled the gap between the residential mortgage market and the traditional roll up equity release market. more...

Tax news for financial advisers and paraplanners - Scottish Widows: All the tax changes, in a handy guide

Following the Budget Announcements in March, we have updated our Tax Facts booklet for 2015/2016. Tax Facts is a useful tool which can be used as a quick reference guide to check the revised tax rates and reliefs for the 2015/2016 tax year. more...

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