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Home > Training > Adviser Guides

Adviser Guides

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Guide to Mortgage Fraud

Guide to Mortgage Fraud

Tackling mortgage fraud is a high priority for the industry and is clearly on the FCA’s radar.

Latest adviser guides from all sections of FTAdviser

  1. Guide to Buy-to-let

    Guide to Buy-to-let

    The buy-to-let market is a large and growing sector.

  2. Guide to The Brave New Pensions World

    Guide to The Brave New Pensions World

    Advisers have to change the way they assess the potential risks and reward of retirement options moving forwards.

  3. Key Adviser Issues in Budget 2015

    Key Adviser Issues in Budget 2015

    Everything you need to know about the key measures affecting you and your clients from George Osborne’s sixth Budget.

  4. Guide to platform due diligence

    Guide to platform due diligence

    In the space of 15 years, the number of investment platforms in the UK has increased from zero to more than 30.

  5. Guide to Pension Wise and Retirement Guidance

    Guide to Pension Wise and Retirement Guidance

    When the government announced its sweeping reforms of the ‘at-retirement’ market in the 2014 Budget, it offered a guidance guarantee.

  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 Paraplanning

    Guide to Paraplanning

    The role of paraplanner has shifted from being relatively peripheral to one in high demand.

  9. Guide to Discretionary Fund Management

    Guide to Discretionary Fund Management

    As a result of the introduction of the Retail Distribution Review many advisers have reviewed the way they do business.

Latest adviser guides from Pensions

  1. Guide to The Brave New Pensions World

    Guide to The Brave New Pensions World

    Advisers have to change the way they assess the potential risks and reward of retirement options moving forwards.

  2. Key Adviser Issues in Budget 2015

    Key Adviser Issues in Budget 2015

    Everything you need to know about the key measures affecting you and your clients from George Osborne’s sixth Budget.

  3. Guide to Pension Wise and Retirement Guidance

    Guide to Pension Wise and Retirement Guidance

    When the government announced its sweeping reforms of the ‘at-retirement’ market in the 2014 Budget, it offered a guidance guarantee.

  4. Guide to Isas and Pension Freedoms

    Guide to Isas and Pension Freedoms

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

  5. 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

  6. Guide to Bypass Trusts and Pension Freedoms

    Guide to Bypass Trusts and Pension Freedoms

    Questions have been raised about whether bypass trusts have a role to play in tax planning in the future.

  7. Guide to Workplace Pensions

    Guide to Workplace Pensions

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

  8. 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?

  9. Guide to Retirement Income Options post-Budget

    Guide to Retirement Income Options post-Budget

    Many headlines in the aftermath of the Budget concentrated on the fantastic freedom and choice being introduced.

Latest adviser guides from Mortgages

  1. Guide to Buy-to-let

    Guide to Buy-to-let

    The buy-to-let market is a large and growing sector.

  2. Guide to Professional Mortgages

    Guide to Professional Mortgages

    Qualified professionals could previously command more generous offers, but their advantage is waning.

  3. Guide to Residential Interest-Only

    Guide to Residential Interest-Only

    An interest-only mortgage requires monthly payments that cover only the interest charged, but not the capital amount borrowed.

  4. Guide to Second Charge Mortgages

    Guide to Second Charge Mortgages

    A popular alternative to remortgaging, a shake-up of the way this product is regulated is on the way.

  5. Guide to Help to Buy - Updated

    Guide to Help to Buy - Updated

    Help to Buy assists borrowers who can afford a mortgage but have only been able to muster 5 per cent of the property purchase price.

  6. Guide to Right to Buy

    Guide to Right to Buy

    Right to Buy allows most council tenants to buy their council home at a discount.

  7. Guide to Let-to-Buy

    Guide to Let-to-Buy

    Sometimes it is not always possible, or desirable, to sell your own home at the exact same time you want to buy another.

  8. Guide to High Loan-to-Value Mortgages

    Guide to High Loan-to-Value Mortgages

    The market has improved over the last 12 months for first-time buyers who are unable to put down a large deposit.

  9. 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 Insurance

  1. Guide to Divorce and Protection

    Guide to Divorce and Protection

    Many people who are divorcing will deliberate over housing arrangements, maintenance payments and pensions.

  2. 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.

  3. 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.

  4. 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.

  5. Guide to Mortgage Payment Protection Insurance

    Guide to Mortgage Payment Protection Insurance

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

  6. 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.

  7. 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.

  8. 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?

Latest adviser guides from Investments

  1. Key Adviser Issues in Budget 2015

    Key Adviser Issues in Budget 2015

    Everything you need to know about the key measures affecting you and your clients from George Osborne’s sixth Budget.

  2. Guide to Isas and Pension Freedoms

    Guide to Isas and Pension Freedoms

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

  3. 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

  4. Guide to Discretionary Fund Management

    Guide to Discretionary Fund Management

    As a result of the introduction of the Retail Distribution Review many advisers have reviewed the way they do business.

  5. Guide to macro-economics and investment portfolios

    Guide to macro-economics and investment portfolios

    A macro-economic view explores the big themes that are going to affect the global economic environment.

  6. Guide to Child Trust Funds and Junior Isas

    Guide to Child Trust Funds and Junior Isas

    Child trust funds were introduced with much fanfare by the New Labour government.

  7. Guide to With-Profits

    Guide to With-Profits

    These days the word most likely to appear before ‘with-profits fund’ is “closed”.

  8. Guide to ‘Strategic’ Bond Funds

    Guide to ‘Strategic’ Bond Funds

    ‘Strategic’ bond funds are a relatively new breed of fixed interest fund.

  9. Guide to Property Investing

    Guide to Property Investing

    Every day seems to deliver another set of data revealing increasing property prices in the UK.

Latest adviser guides from Regulation

  1. Guide to Isas and Pension Freedoms

    Guide to Isas and Pension Freedoms

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

  2. 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

  3. Guide to Workplace Pensions

    Guide to Workplace Pensions

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

  4. 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?

  5. Guide to Retirement Income Options post-Budget

    Guide to Retirement Income Options post-Budget

    Many headlines in the aftermath of the Budget concentrated on the fantastic freedom and choice being introduced.

  6. Guide to Adviser Charging

    Guide to Adviser Charging

    Cash is king when it comes to explaining adviser charges.

  7. Guide to Pension Liberation

    Guide to Pension Liberation

    Any scheme which offers money from a pension fund before minimum pension age should ring alarm bells.

  8. Guide to Trivial Commutation post-Budget

    Guide to Trivial Commutation post-Budget

    Trivial commutation is an option for pension scheme members, which allows them to exchange small pensions for a taxable lump sum.

  9. Guide to Fees Disclosure

    Guide to Fees Disclosure

    The RDR, implemented at the beginning of 2013, introduced new disclosure requirements to make sure consumers understand what they are paying for.

Latest adviser guides from IFA Industry

  1. Key Adviser Issues in Budget 2015

    Key Adviser Issues in Budget 2015

    Everything you need to know about the key measures affecting you and your clients from George Osborne’s sixth Budget.

  2. Guide to Pension Wise and Retirement Guidance

    Guide to Pension Wise and Retirement Guidance

    When the government announced its sweeping reforms of the ‘at-retirement’ market in the 2014 Budget, it offered a guidance guarantee.

  3. Guide to Isas and Pension Freedoms

    Guide to Isas and Pension Freedoms

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

  4. Guide to Paraplanning

    Guide to Paraplanning

    The role of paraplanner has shifted from being relatively peripheral to one in high demand.

  5. Guide to Bypass Trusts and Pension Freedoms

    Guide to Bypass Trusts and Pension Freedoms

    Questions have been raised about whether bypass trusts have a role to play in tax planning in the future.

  6. Guide to Networking Events

    Guide to Networking Events

    The festive season is a time of getting together, so it is an appropriate time to discuss events to network with clients.

  7. Guide to Retirement Income Options post-Budget

    Guide to Retirement Income Options post-Budget

    Many headlines in the aftermath of the Budget concentrated on the fantastic freedom and choice being introduced.

  8. Guide to Adviser Charging

    Guide to Adviser Charging

    Cash is king when it comes to explaining adviser charges.

  9. Guide to Trivial Commutation post-Budget

    Guide to Trivial Commutation post-Budget

    Trivial commutation is an option for pension scheme members, which allows them to exchange small pensions for a taxable lump sum.

  10. Guide to Fees Disclosure

    Guide to Fees Disclosure

    The RDR, implemented at the beginning of 2013, introduced new disclosure requirements to make sure consumers understand what they are paying for.

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