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Home > Training > Adviser Guides

Adviser Guides

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Guide to equity release

Guide to equity release

How advisers can use equity release for a wide range of clients in different financial situations.

Latest adviser guides from all sections of FTAdviser

  1. Guide to flexi-access drawdown

    Guide to flexi-access drawdown

    Pension freedoms introduced by former chancellor George Osborne were expected to produce greater innovation in retirement income products.

  2. Guide to property funds

    Guide to property funds

    Post-Brexit vote, what advantages and disadvantages are there for your clients with regard to investing in property funds?

  3. Guide to adviser capital adequacy

    Guide to adviser capital adequacy

    The regulator’s capital adequacy deadline is approaching and advisers need to be ready.

  4. Guide to care fees annuities

    Guide to care fees annuities

    The financial options for families who must pay for long term care are limited.

  5. Guide to post-Brexit advice

    Guide to post-Brexit advice

    How to advise on your clients’ financial affairs as we prepare to leave the EU.

  6. Guide to US small and mid-cap funds

    Guide to US small and mid-cap funds

    How an under-researched part of the US stock market could be a good value play within a wider portfolio.

  7. Guide to workplace pensions

    Guide to workplace pensions

    Low margins, low levels of engagement: how can advisers persuade employers and employees of the value of great advice on workplace pensions?

  8. Guide to EIS and VCT investment

    Guide to EIS and VCT investment

    How can the tax advantages of enterprise investment schemes and venture capital trusts help your clients?

  9. Guide to protection awareness

    Guide to protection awareness

    Bridging the protection gap is an urgent issue that needs to be addressed.

  10. Guide to mortgages in later life

    Guide to mortgages in later life

    How to assess the suitability of later life home loans for your clients.

Latest adviser guides from Pensions

  1. Guide to flexi-access drawdown

    Guide to flexi-access drawdown

    Pension freedoms introduced by former chancellor George Osborne were expected to produce greater innovation in retirement income products.

  2. Guide to care fees annuities

    Guide to care fees annuities

    The financial options for families who must pay for long term care are limited.

  3. Guide to workplace pensions

    Guide to workplace pensions

    Low margins, low levels of engagement: how can advisers persuade employers and employees of the value of great advice on workplace pensions?

  4. Guide to A-Day 10 years on

    Guide to A-Day 10 years on

    The world of pensions was meant to have been simplified. The opposite has happened.

  5. Guide to the Budget 2016

    Guide to the Budget 2016

    Great support for young people but the Chancellor missed the opportunity to help the UK’s elderly population.

  6. Guide to advising on pensions and equality

    Guide to advising on pensions and equality

    Various acts of parliament have sought to ensure equality for all British citizens but the pensions industry is playing catch up.

  7. Guide to Ssas

    Guide to Ssas

    Ssas is beginning to look more attractive again.

  8. Guide to Autumn Statement 2015

    Guide to Autumn Statement 2015

    The chancellor showed he was for u-turning by abandoning cuts to tax credits in this year’s Autumn Statement.

  9. Guide to Auto-Enrolment

    Guide to Auto-Enrolment

    This guide will explain what are the auto-enrolment requirements for employers, amongst other things.

Latest adviser guides from Mortgages

  1. Guide to interest-only mortgages

    Guide to interest-only mortgages

    What can an adviser do to help clients with an interest-only mortgage and could this type of loan be set for a resurgence?

  2. Guide to buy-to-let and taxation

    Guide to buy-to-let and taxation

    George Osborne keeps on tinkering with buy-to-let taxation. What can advisers do to help landlord clients prosper?

  3. Guide to the Budget 2016

    Guide to the Budget 2016

    Great support for young people but the Chancellor missed the opportunity to help the UK’s elderly population.

  4. Guide to multiple buy-to-let

    Guide to multiple buy-to-let

    Landlords with several properties could face significant tax bills once the chancellor’s changes come in.

  5. Guide to Help to Buy London

    Guide to Help to Buy London

    Advisers must navigate the pros and cons of the government’s new Help to Buy London

  6. Guide to Guarantor Mortgages

    Guide to Guarantor Mortgages

    The following pages will outline the key considerations for borrowers contemplating taking on this type of home loan.

  7. Guide to Help to Buy Isas

    Guide to Help to Buy Isas

    All you’ll ever need to know about the latest government scheme to assist first-time buyers.

  8. Guide to Autumn Statement 2015

    Guide to Autumn Statement 2015

    The chancellor showed he was for u-turning by abandoning cuts to tax credits in this year’s Autumn Statement.

  9. Guide to Consumer Buy-to-let

    Guide to Consumer Buy-to-let

    From April 2016 the concept of ‘consumer buy-to-let’ and the ‘accidental landlord’ will become regulated.

  10. Guide to Peer-to-Peer

    Guide to Peer-to-Peer

    P2P accounts for less than 1 per cent of the alternative business funding market.

Latest adviser guides from Insurance

  1. Guide to protection awareness

    Guide to protection awareness

    Bridging the protection gap is an urgent issue that needs to be addressed.

  2. Guide to Unusual Risks Protection

    Guide to Unusual Risks Protection

    Exploring the protection advice you can give a client with a high risk occupation or life threatening hobbies.

  3. Guide to over-50s life insurance

    Guide to over-50s life insurance

    Life insurance is evolving to meet the needs of the growing group of those aged 50 plus who are increasingly living longer - and facing more costs.

  4. Guide to the Budget 2016

    Guide to the Budget 2016

    Great support for young people but the Chancellor missed the opportunity to help the UK’s elderly population.

  5. Guide to pay-as-you-live insurance

    Guide to pay-as-you-live insurance

    Wearable technology has the potential to transform the insurance industry.

  6. Guide to Autumn Statement 2015

    Guide to Autumn Statement 2015

    The chancellor showed he was for u-turning by abandoning cuts to tax credits in this year’s Autumn Statement.

  7. Guide to Income Protection with Medical Assistance

    Guide to Income Protection with Medical Assistance

    This guide will explore the different sort of medical assistance bolt-ons you will find attached to income protection policies these days.

  8. Guide to Family Income Benefit

    Guide to Family Income Benefit

    Family income benefit is a type of life insurance that many feel does not get enough air time.

Latest adviser guides from Investments

  1. Guide to property funds

    Guide to property funds

    Post-Brexit vote, what advantages and disadvantages are there for your clients with regard to investing in property funds?

  2. Guide to post-Brexit advice

    Guide to post-Brexit advice

    How to advise on your clients’ financial affairs as we prepare to leave the EU.

  3. Guide to US small and mid-cap funds

    Guide to US small and mid-cap funds

    How an under-researched part of the US stock market could be a good value play within a wider portfolio.

  4. Guide to EIS and VCT investment

    Guide to EIS and VCT investment

    How can the tax advantages of enterprise investment schemes and venture capital trusts help your clients?

  5. Guide to Isas

    Guide to Isas

    The various flavours of Isa available, and who they are suitable for, are explained in this guide.

  6. Guide to Absolute Return funds

    Guide to Absolute Return funds

    Do absolute return funds always return, absolutely - and how should advisers use these funds for their clients?

  7. Guide to due diligence

    Guide to due diligence

    Making sure your client always gets the best solution through careful due diligence

  8. Guide to the Budget 2016

    Guide to the Budget 2016

    Great support for young people but the Chancellor missed the opportunity to help the UK’s elderly population.

  9. Guide to the Alternative Investment Market

    Guide to the Alternative Investment Market

    How the Aim came to be and how advisers can make the most of it for their clients.

  10. Guide to Discretionary Fund Management

    Guide to Discretionary Fund Management

    Discretionary fund managers are supposed to lighten the load for financial advisers

Latest adviser guides from Funds & Data

  1. Guide to smart beta

    Guide to smart beta

    How you can explain the complications of smart beta clearly and use it in your clients’ portfolios.

Latest adviser guides from Regulation

  1. Guide to Auto-Enrolment

    Guide to Auto-Enrolment

    This guide will explain what are the auto-enrolment requirements for employers, amongst other things.

  2. Guide to Professional Indemnity Insurance

    Guide to Professional Indemnity Insurance

    This guide will ensure you understand the regulatory requirements for having professional indemnity insurance.

  3. Guide to Second Charge Mortgages

    Guide to Second Charge Mortgages

    Second charge mortgages are currently regulated as consumer credit but this is set to change.

  4. Guide to Risk Profiling

    Guide to Risk Profiling

    Short cut quizzes no longer cut it with the regulator when it comes to assessing your client’s attitude to risk.

  5. Guide to Blended Retirement Solutions

    Guide to Blended Retirement Solutions

    Savers are increasingly using a wide range of retirement income sources.

  6. Guide to Isas and Pension Freedoms

    Guide to Isas and Pension Freedoms

    Isas were made a far more flexible savings vehicle last year.

  7. Guide to Multi-Asset and Pensions

    Guide to Multi-Asset and Pensions

    The opportunity for savers aged 55 plus to keep hold of their pots and put them in a product of their choosing from April onwards is a huge step...read more

  8. Guide to Workplace Pensions

    Guide to Workplace Pensions

    Historically, many public and private sector organisations have provided a defined benefit pension scheme for staff.

  9. Guide to Annuities Post-Pension Freedoms

    Guide to Annuities Post-Pension Freedoms

    How did the Budget shake up annuities in particular, and how are these products are set to change?

Latest adviser guides from IFA Industry

  1. Guide to adviser capital adequacy

    Guide to adviser capital adequacy

    The regulator’s capital adequacy deadline is approaching and advisers need to be ready.

  2. Guide to independent versus restricted advice

    Guide to independent versus restricted advice

    Independent advice is held as a gold standard but does that mean restricted advice is a poor alternative?

  3. Guide to CGT and Trusts

    Guide to CGT and Trusts

    Given the constant tinkering with capital gains tax (CGT) liabilities it is important to revisit your client’s financial arrangements.

  4. Guide to the Financial Advice Market Review

    Guide to the Financial Advice Market Review

    The final report of the Financial Advice Market Review outlined ways to reduce the cost of advice and bring it back to the masses.

  5. Guide to advising overseas clients

    Guide to advising overseas clients

    Regulatory changes at home and abroad have created new challenges and opportunities.

  6. Guide to delegating advice

    Guide to delegating advice

    The regulator’s recent crackdown on delegating advice to a third party has raised interesting questions about the pros and cons of such a move.

  7. Guide to Robo-advice

    Guide to Robo-advice

    Robo-advice is nothing more than the automation of the financial advice process.

  8. Guide to Autumn Statement 2015

    Guide to Autumn Statement 2015

    The chancellor showed he was for u-turning by abandoning cuts to tax credits in this year’s Autumn Statement.

  9. Guide to handling insistent clients

    Guide to handling insistent clients

    Many clients are experiencing barriers to accessing their pension funds directly.

  10. Guide to Passing on your Pension

    Guide to Passing on your Pension

    Pension savings can now be passed on to any nominated individual.

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