Tools & Resources

Literature

Click on the tabs below for links through to our partner firms literature pages, all displayed by product type. This helps you find the literature you are looking for all in one place, saving you time from searching the web.

Auto-enrolment

Back Office

Business Developments

Corporate pensions

DFM

Brooks Macdonald


Access a range literature that will provide you with more detail on our products and services


Investec Wealth & Investment


Our downloadable literature will give you further in-depth information on our services


Equity Release

Ethical Investments



SRI Services


See a wide range of sustainable, responsible and ethical investment literature and links on our Literature Directory


Forms & Literature

Healthcare

Investments










James Hay Partnership


Explore our online literature library hosting a number of guides, factsheets, application forms and more


Legg Mason


Visit our literature library to read and download the latest brochures, factsheets, sales aids and KIIDs.



M&G Investments


Visit our online literature library, for a range of M&G information including brochures, factsheets, sales aids, Key Investor Information Documents (KIIDs) and application forms.









T. Rowe Price


Download Fund Range documents


View the full T. Rowe Price fund range, review fund performance, pricing and holdings and download fund literature, application forms and range documents.


Utmost Wealth Solutions


Our offshore life assurance and capital redemption bonds can be used as a complementary tax wrapper with ISAs, pensions and general investment accounts to create a more diversified tax wrapper portfolio. With no requirement for lives assured, the capital redemption option can continue for up to 99 years, giving your clients an investment that could span several generations. From an investment perspective we are entirely agnostic and enable financial advisers to select funds within our open architecture range, or to utilise one of their platforms or discretionary fund managers of choice. Our product and adviser guides explain how offshore bonds can be used when reviewing your clients' financial planning needs.


Our comprehensive library of technical guides, sales aids, articles and industry updates are all designed to help you consider how offshore bonds can help create robust wealth solutions for your high-net-worth clients.


Mortgages

Offshore bonds

Utmost Wealth Solutions


As a truly independent provider of offshore bonds for tax, trust, estate planning and retirement solutions, we specialise in life assurance and capital redemption bonds for high-net-worth UK residents. You can choose from bonds domiciled in the Isle of Man or Dublin giving you a choice of jurisdiction in addition to investment flexibility when assessing the most appropriate solutions for your clients. Our product and adviser guides explain how offshore bonds can be used when reviewing your clients' financial planning needs.


Our comprehensive library of technical guides, sales aids, articles and industry updates are all designed to help you consider how offshore bonds can help create robust wealth solutions for your high-net-worth clients.


Pension Reforms


BlackRock


The future is here. BlackRock's - and the world's - innovative thinking on retirement and longevity now has a home. Explore the latest from industry and BlackRock experts.



Pensions

Personal Pensions

Protection

Retirement








Utmost Wealth Solutions


Our range of offshore bonds can be used as a complementary tax wrapper within a diversified portfolio for high-net-worth clients. Following the recent changes to the pension annual allowance and lifetime allowance, offshore bonds can be effectively utilised to supplement a client’s retirement needs. In addition, the bonds can be used as a trustee investment within UK pensions (SIPPs and SSAS) as well as overseas pensions. Our product and adviser guides explain how offshore bonds can be used when reviewing your clients’ financial planning needs.


Our comprehensive library of technical guides, sales aids, articles and industry updates are all designed to help you consider how offshore bonds can help create robust wealth solutions for your high-net-worth clients.


Tax, Trusts & ISAs



James Hay Partnership


Our Technical Hub provides advisers with technical resources covering complex tax, trust and pensions issues





Utmost Wealth Solutions


Our range of offshore bonds provides a tax efficient way of investing and can play an important part in Inheritance Tax Planning. Using a trust can also help create highly effective financial planning solutions. Appointing trustees can be an unnecessary burden and result in future complications. At Utmost we have our own independent trust company to assist your clients. We also have our Trust Analysis Service which provides an independent assessment of individual trust cases you may be working on. Our product and adviser guides explain how offshore bonds can be used when reviewing your clients' financial planning needs.


Our comprehensive library of technical guides, sales aids, articles and industry updates are all designed to help you consider how offshore bonds can help create robust wealth solutions for your high-net-worth clients.


Technology

Wraps & Platforms