We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close
In association with

Home > Training > Adviser Guides

Adviser Guides

FEATURED GUIDE
Guide to Selling Income Protection

Guide to Selling Income Protection

Anyone who is working should consider how they would manage financially if they were unable to work.

Latest adviser guides from all sections of FTAdviser

  1. Guide to Funding Long-term Care

    Guide to Funding Long-term Care

    It is all too easy for people to ignore care costs until they are faced with the reality of paying for care for themselves or a loved one.

  2. Guide to Budget 2014

    Guide to Budget 2014

    Chancellor George Osborne boasted tax changes to benefit “the makers, the doers, and the savers”.

  3. Guide to Exchange-Traded Products

    Guide to Exchange-Traded Products

    Since the first ETP launched in 1993, the industry has undergone tremendous growth.

  4. Guide to Enterprise Investment Schemes

    Guide to Enterprise Investment Schemes

    The Enterprise Investment Scheme is a government initiative designed to help smaller higher-risk companies.

  5. Guide to Mixed Investments and Balanced Managed

    Guide to Mixed Investments and Balanced Managed

    For many years the Investment Management Association sought to classify funds using definitions of risk.

  6. Guide to Making the Most of Isas

    Guide to Making the Most of Isas

    An Individual Savings Account (Isa) is a type of financial product available to tax residents of the UK.

  7. Guide to Cash Flow Modelling

    Guide to Cash Flow Modelling

    Cash flow modelling in its simplest form is a process of measuring a client’s wealth by assessing their income and outgoings.

  8. Guide to Family Protection

    Guide to Family Protection

    Most families would have to cut costs to survive in the event of the main breadwinner falling ill or dying prematurely.

  9. Guide to Pensions Lifetime Allowance

    Guide to Pensions Lifetime Allowance

    The lifetime allowance is a limit on the value of schemes that can be crystallised without tax being applied.

  10. Guide to Multiple Buy-to-let

    Guide to Multiple Buy-to-let

    Getting the best multiple buy-to-let deal for your client is far from a simple case of searching for the cheapest rate.

Latest adviser guides from Pensions

  1. Guide to Funding Long-term Care

    Guide to Funding Long-term Care

    It is all too easy for people to ignore care costs until they are faced with the reality of paying for care for themselves or a loved one.

  2. Guide to Budget 2014

    Guide to Budget 2014

    Chancellor George Osborne boasted tax changes to benefit “the makers, the doers, and the savers”.

  3. Guide to Pensions Lifetime Allowance

    Guide to Pensions Lifetime Allowance

    The lifetime allowance is a limit on the value of schemes that can be crystallised without tax being applied.

  4. Guide to Pension Transfers

    Guide to Pension Transfers

    A pension transfer is when someone moves the cash value of their current pension to another pension.

  5. Guide to Enhanced Annuities

    Guide to Enhanced Annuities

    Standard lifetime annuities pay a guaranteed income for life, but the market has faced criticism over low rates.

  6. Guide to Flexible Drawdown

    Guide to Flexible Drawdown

    As the name suggests, flexible drawdown gives investors greater freedom, removing the cap on the income they can take.

  7. Guide to Pensions and Divorce

    Guide to Pensions and Divorce

    Pension rights form part of a person’s assets when it comes to divorce settlements.

  8. Guide to Retirement Income

    Guide to Retirement Income

    Annuities are not the only option, as drawdown and the third way products may be more suitable for many clients.

  9. Guide to Advising on Auto-Enrolment

    Guide to Advising on Auto-Enrolment

    Every employer will be required to offer their workers a pension - but there is nothing automatic about the process.

  10. Guide to Income Drawdown and Third Way Products

    Guide to Income Drawdown and Third Way Products

    Drawdown and third way pensions may not be for every client, but they are options that remain under-utlised by advisers.

Latest adviser guides from Mortgages

  1. Guide to Multiple Buy-to-let

    Guide to Multiple Buy-to-let

    Getting the best multiple buy-to-let deal for your client is far from a simple case of searching for the cheapest rate.

  2. Guide to Commercial Mortgages

    Guide to Commercial Mortgages

    A commercial mortgage is the same in its concept as a residential mortgage, but is secured on a commercial property.

  3. Guide to Mortgages and Divorce

    Guide to Mortgages and Divorce

    The two main options are to sell the property and split the proceeds or change the borrower on the mortgage deeds.

  4. Guide to Mortgage Payment Protection Insurance

    Guide to Mortgage Payment Protection Insurance

    For many, MPPI is still a very worthwhile policy to have.

  5. Guide to Mortgage Market Review

    Guide to Mortgage Market Review

    The mortgage market is about to become more tightly regulated than ever before.

  6. Guide to Long-Term Fix Mortgages

    Guide to Long-Term Fix Mortgages

    Shorter-term fixed rates have always been the more popular choice among consumers.

  7. Guide to Bridging Loans

    Guide to Bridging Loans

    As with any bridge, it is vital to spot the exit and know how your client will get there.

  8. Guide to Help to Buy Mortgages

    Guide to Help to Buy Mortgages

    For the property market to flourish, people must be able to set foot on all rungs of the property ladder.

  9. Guide to Advising on Bridging Loans

    Guide to Advising on Bridging Loans

    For clients needing short-term funding, the bridging loan market is bristling with potential options.

  10. Guide to Advising First-Time Buyers

    Guide to Advising First-Time Buyers

    Potential FTBs received a further boost in the latest Budget and advisers are in a key position to gain.

Latest adviser guides from Insurance

  1. Guide to Funding Long-term Care

    Guide to Funding Long-term Care

    It is all too easy for people to ignore care costs until they are faced with the reality of paying for care for themselves or a loved one.

  2. Guide to Family Protection

    Guide to Family Protection

    Most families would have to cut costs to survive in the event of the main breadwinner falling ill or dying prematurely.

  3. Guide to Mortgage Payment Protection Insurance

    Guide to Mortgage Payment Protection Insurance

    For many, MPPI is still a very worthwhile policy to have.

  4. Guide to Writing Insurance Policies in Trust

    Guide to Writing Insurance Policies in Trust

    A trust is a legal means that allows a gift to be made to someone without giving them control over the asset.

  5. Guide to Critical Illness

    Guide to Critical Illness

    A critical illness policy pays out a lump sum if a customer is diagnosed with one of a number of listed illnesses.

  6. Guide to Selling Protection

    Guide to Selling Protection

    The UK population is generally under-protected, but what do advisers need to know in their quest to sell policies to wary clients?

  7. Guide to Income Protection

    Guide to Income Protection

    Income protection makes sure you can meet your financial commitments if you are unable to work.

  8. Guide to Life Insurance

    Guide to Life Insurance

    Just 30 per cent of UK households have any life insurance, less than half of the proportion with home contents, motor and building insurance.

  9. Guide to Critical Illness Cover

    Guide to Critical Illness Cover

    While clients clearly value insurance in many areas of their lives they may need guidance the value of these policies.

  10. Guide to Protection

    Guide to Protection

    Some say advising on protection could help advisers to manage their cash flow as they adjust to RDR charging regime.

Latest adviser guides from Investments

  1. Guide to Budget 2014

    Guide to Budget 2014

    Chancellor George Osborne boasted tax changes to benefit “the makers, the doers, and the savers”.

  2. Guide to Exchange-Traded Products

    Guide to Exchange-Traded Products

    Since the first ETP launched in 1993, the industry has undergone tremendous growth.

  3. Guide to Enterprise Investment Schemes

    Guide to Enterprise Investment Schemes

    The Enterprise Investment Scheme is a government initiative designed to help smaller higher-risk companies.

  4. Guide to Mixed Investments and Balanced Managed

    Guide to Mixed Investments and Balanced Managed

    For many years the Investment Management Association sought to classify funds using definitions of risk.

  5. Guide to Energy Investing in the 21st Century

    Guide to Energy Investing in the 21st Century

    As you read this guide on an electronic device, look around you and realise just how many things require energy to work.

  6. Guide to Active versus Passive

    Guide to Active versus Passive

    Active funds allow a fund manager to exercise his judgement in picking what he/she considers the best stocks for a portfolio.

  7. Guide to Multi-Asset vs Multi-Manager

    Guide to Multi-Asset vs Multi-Manager

    In the wake of the Retail Distribution Review, interest in diversified fund options has increased as advisers focus more on asset allocation.

  8. Guide to Gaining Exposure to Bric Growth

    Guide to Gaining Exposure to Bric Growth

    Bric funds are equity investment funds with exposure to Brazil, Russia, India and China.

  9. Guide to Exchange-Traded Funds

    Guide to Exchange-Traded Funds

    ETFs enable investors to access a whole market sector, region, theme, commodity basket or fixed income strategy in one trade.

Latest adviser guides from Regulation

  1. Guide to Inducements and Managing Conflicts

    Guide to Inducements and Managing Conflicts

    The RDR was supposed to bring an end to accusations that advisers were swayed by provider’s cash.

  2. Guide to Regulation Post-FSA

    Guide to Regulation Post-FSA

    Since the beginning of April 2013 three new regulatory bodies have taken over the supervision of UK financial services.

  3. Guide to Picking a Platform Post-RDR

    Guide to Picking a Platform Post-RDR

    Platform pricing guidance has yet to be delivered by the new financial authorities.

  4. Guide to the Mortgage Advice Market post-MMR

    Guide to the Mortgage Advice Market post-MMR

    With the publication of the final Mortgage Market Review rules, a clearer picture is emerging of how mortgage advice will be affected.

  5. Guide to FSA visits

    Guide to FSA visits

    Like all good boy scouts, smart advisers know it pays to be prepared for anything when the FSA visits.

  6. Guide to passing exams - part 2

    Guide to passing exams - part 2

    There are testing times ahead. This is part two of our guide to passing examinations.

  7. Guide to passing exams - part 1

    Guide to passing exams - part 1

    With a little over a year until the requirement to hold QCF level four qualification comes into force, how do you make sure you pass an examination...read more

  8. Guide to the compensation scheme

    Guide to the compensation scheme

    The Financial Services Compensation Scheme steps in to help consumers when a firm goes bust.

  9. Guide to the ombudsman

    Guide to the ombudsman

    How the Financial Ombudsman Service handles IFAs and what advisers should do to ensure that their dealings with Fos are as smooth as possible are...read more

Latest adviser guides from IFA Industry

  1. Guide to Funding Long-term Care

    Guide to Funding Long-term Care

    It is all too easy for people to ignore care costs until they are faced with the reality of paying for care for themselves or a loved one.

  2. Guide to Making the Most of Isas

    Guide to Making the Most of Isas

    An Individual Savings Account (Isa) is a type of financial product available to tax residents of the UK.

  3. Guide to Cash Flow Modelling

    Guide to Cash Flow Modelling

    Cash flow modelling in its simplest form is a process of measuring a client’s wealth by assessing their income and outgoings.

  4. Guide to Pensions Lifetime Allowance

    Guide to Pensions Lifetime Allowance

    The lifetime allowance is a limit on the value of schemes that can be crystallised without tax being applied.

  5. Guide to Inducements and Managing Conflicts

    Guide to Inducements and Managing Conflicts

    The RDR was supposed to bring an end to accusations that advisers were swayed by provider’s cash.

  6. Guide to Mortgage Market Review

    Guide to Mortgage Market Review

    The mortgage market is about to become more tightly regulated than ever before.

  7. Guide to Writing Insurance Policies in Trust

    Guide to Writing Insurance Policies in Trust

    A trust is a legal means that allows a gift to be made to someone without giving them control over the asset.

  8. Guide to Social Media

    Guide to Social Media

    Gone are the days where JR Hartley would turn to a phone book to find what he wants.

  9. Guide to Due Diligence

    Guide to Due Diligence

    Failure to put in place appropriate plans could lead to complaints, greater PI insurance costs and regulatory fines.

Most Popular
More on FTAdviser
FTA jobs