Financial adviser confirmation

This area of our website is designed for financial advisers and other financial professionals only.

If you’re a customer or employer please select Homepage below and choose the relevant area of the website.  We’ll only ask you to do this once on each device you access our website on.

a well dressed woman with shopping bags is climbing stairs and smiling at her phone

Insights

Your go to place for our latest content and topical market updates, designed to support you, your business and your clients.

In focus...

female worker in bright pullover laughing at her desk in office and chatting with anonymous co-worker.
  • Article
  • 4 min read
What does Gen Z want from financial advice?

The first generation of 'digital natives' is a huge potential client base for financial advisers. This article will help you attract - and retain - their attention.

Featured

father, son and dog enjoying a morning in the garden together
  • Article
  • 4 min read
4 reasons why financial wellbeing should be part of your advice
adviser in red shirt drinking coffee talking to client
  • Article
  • 8 min read
Client referrals: strategies to grow your business
a smiling professional businessman is standing hear the windows of his London office using a tablet
  • Article
  • 7 min read
Government and regulatory proposals – key updates May 2024

More latest

  • Article
  • 8 min read
Autumn Budget: is pensions tax relief set to be the ‘fall guy’?

In this article, our Pensions Director, Steven Cameron, explores potential Government pension tax reforms ahead of the Autumn Budget on 30 October 2024 as they look to plug the ‘black hole’ in the nation’s finances.

  • Article
  • 5 min read
Pension Dashboards latest everything you need to know

Our Head of Pensions, Kate Smith, shares the latest information on pension dashboards.

  • Article
  • 8 min read
How could the new government affect pensions and advice?

In this article, our Pensions Director, Steven Cameron, explores Labour’s confirmed and potential plans for UK’s pension policy, considering what future changes could mean for the pensions world and the advice you give.

  • Article
  • 4 min read
3 ways financial wellbeing can support Consumer Duty

In this article we’ll show you 3 ways that prioritising your clients’ financial wellbeing could align with the ability to meet your Consumer Duty objectives

  • Article
  • 7 min read
5 ways the election could affect pensions

In this article, Pensions Director, Steven Cameron, looks at the biggest issues in the world of pensions and where the major political parties stand on them ahead of the UK General Election on 4 July.

  • Article
  • 10 min read
Consumer Duty: preparing for the next deadline and beyond

As the one year anniversary and first deadlines of Consumer Duty approaches , Steven Cameron reflects on the most recent developments that could impact adviser firms.

  • Article
  • 7 min read
How advisers can best support clients going through a divorce

During this turbulent time, you can offer your clients vital support. Here are some strategies that could help you assist your clients navigate divorce.

  • Article
  • 5 min read
5 practical ways your clients could support their loved ones

Your clients could be starting to think about how to support their loved ones, especially when they’re no longer around. To help your clients consider what options are available, you can find some practical ways here to take them through.

  • Article
  • 5 min read
Is your marketing strategy fit for a rapidly changing world?

With the world changing quickly, here are 7 considerations for effective marketing in modern society.

Latest

female worker in bright pullover laughing at her desk in office and chatting with anonymous co-worker.
  • Article
  • 4 min read
What does Gen Z want from financial advice?
man writing in a notebook while sitting at a deck with books in the background
  • Article
  • 7 min read
5 ways the election could affect pensions
a professional man in suit and tie is concentrating on his tablet while standing in an office lobby
  • Article
  • 6 min read
How closing the advice gap could expand your client base
two women having a meeting and smiling while they look at a tablet
  • Article
  • 4 min read
5 ways to optimise data to help you and your clients

Featured

adviser in red shirt drinking coffee talking to client
  • Article
  • 8 min read
Client referrals: strategies to grow your business
young african male drinking coffee and looking at his phone on the way to work
  • Article
  • 5 min read
Is your marketing strategy fit for a rapidly changing world?
a professional woman engaged in a very focussed conversation
  • Article
  • 5 min read
What’s driving the demand for retirement advice in 2024?
Male and female professionals smiling while looking at laptop
  • Article
  • 4 min read
How will AI impact financial advice?

More latest

  • Article
  • 4 min read
7 financial planning trends in 2023 and beyond

Financial planning trends are led by a number of factors. Here are 7 of the biggest trends shaping the industry in 2023 in beyond.

Latest

Three-quarter front view of mid 20s Saudi executive in coat-style abaya standing at window in modern office and checking mobile device.
  • Article
  • 8 min read
Autumn Budget: is pensions tax relief set to be the ‘fall guy’?
a smiling professional businessman is standing hear the windows of his London office using a tablet
  • Article
  • 5 min read
Pension Dashboards latest everything you need to know
smiling man with glasses in a cream jacket using his phone while walking down a street
  • Article
  • 8 min read
How could the new government affect pensions and advice?
Smiling mature couple meeting with bank manager for investment. Beautiful mid adult woman with husband listening to businessman during meeting in conference room in modern office. Happy middle aged couple meeting loan advisor to buy a new home.
  • Article
  • 10 min read
Consumer Duty: preparing for the next deadline and beyond

Featured

a smiling professional businessman is standing hear the windows of his London office using a tablet
  • Article
  • 7 min read
Government and regulatory proposals – key updates May 2024

More latest

  • Article
  • 6 min read
Unpacking the FCA thematic review of Retirement Income Advice

Pensions Director, Steven Cameron, addresses key points from the FCA's thematic review of Retirement Income Advice.

  • Article
  • 5 min read
Five Spring Budget takeaways for you and your clients

Head of Pensions, Steven Cameron, highlights some of the biggest updates from the 2024 Spring Budget and what this could mean for your clients.

  • Article
  • 5 min read
The Advice Guidance Boundary Review paper – a summary

Following the FCA and Treasury's release of the Discussion Paper on the Advice Guidance Boundary Review, Pensions Director Steven Cameron summarises the key proposals and what this could mean for the future of the advice gap.

  • Article
  • 5 min read
Thinking ahead to 2024 part 2: more pension plans and FCA priorities

In the second of this two-part series, Pension Director, Steven Cameron, shares further expectations for pensions in 2024, plus what we might come next for the FCA.

  • Article
  • 7 min read
Thinking ahead to 2024 part 1: pre-election pension plans

In part one of this two-part series, Pensions Director, Steven Cameron looks ahead at what we might expect from the current Government ahead of a potential 2024 election.

  • Article
  • 8 min read
What's next for the gender pensions gap?

Our Head of Pensions, Kate Smith discusses the DWP’s first gender pension gap report and what it means moving forward.