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Home > Training > Adviser Guides

Adviser Guides

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Guide to European Smaller Companies Funds

Guide to European Smaller Companies Funds

These funds offer exposure to a broad portfolio of innovative and fast-growing firms.

Latest adviser guides from all sections of FTAdviser

  1. Guide to Summer Budget 2015

    Guide to Summer Budget 2015

    During his speech the chancellor repeatedly said “we are a nation that spends too much and has too much debt”.

  2. Guide to Client-Facing Technology

    Guide to Client-Facing Technology

    Today we have a wealth of financial planning and client management systems that can assist an adviser with their job.

  3. Guide to Target Date funds

    Guide to Target Date funds

    In the last few months alone two providers have launched target date funds.

  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 Social Media

    Guide to Social Media

    Advisers hesitate to use social media these days because they are concerned about compliance.

  6. Guide to IFA Consolidation

    Guide to IFA Consolidation

    Selling your business was once only considered an option for advisers who were looking to exit the industry.

  7. Guide to the Sunset Clause

    Guide to the Sunset Clause

    Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

  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 Pensions

  1. Guide to Summer Budget 2015

    Guide to Summer Budget 2015

    During his speech the chancellor repeatedly said “we are a nation that spends too much and has too much debt”.

  2. Guide to Target Date funds

    Guide to Target Date funds

    In the last few months alone two providers have launched target date funds.

  3. Guide to Boosting Retirement Income

    Guide to Boosting Retirement Income

    Little more than a year ago who would have imagined it would be possible to cash-in a pension or leave the pot free of tax?

  4. Guide to Blended Retirement Solutions

    Guide to Blended Retirement Solutions

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

  5. 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.

  6. 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.

  7. 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.

  8. Guide to Isas and Pension Freedoms

    Guide to Isas and Pension Freedoms

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

Latest adviser guides from Mortgages

  1. Guide to Summer Budget 2015

    Guide to Summer Budget 2015

    During his speech the chancellor repeatedly said “we are a nation that spends too much and has too much debt”.

  2. Guide to Long-term Fixed Rate Mortgages

    Guide to Long-term Fixed Rate Mortgages

    Traditionally the long-term fixed rate mortgage has been viewed as a product just for those that like security.

  3. Guide to Buy-to-let

    Guide to Buy-to-let

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

  4. Guide to Professional Mortgages

    Guide to Professional Mortgages

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

  5. 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.

  6. 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.

  7. 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.

  8. 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.

Latest adviser guides from Insurance

  1. 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.

  2. Guide to Divorce and Protection

    Guide to Divorce and Protection

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

  3. 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.

  4. 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.

  5. 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.

  6. Guide to Mortgage Payment Protection Insurance

    Guide to Mortgage Payment Protection Insurance

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

  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.

Latest adviser guides from Investments

  1. Guide to Summer Budget 2015

    Guide to Summer Budget 2015

    During his speech the chancellor repeatedly said “we are a nation that spends too much and has too much debt”.

  2. Guide to the Sunset Clause

    Guide to the Sunset Clause

    Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

  3. Guide to Blended Retirement Solutions

    Guide to Blended Retirement Solutions

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

  4. 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.

  5. Guide to Isas and Pension Freedoms

    Guide to Isas and Pension Freedoms

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

  6. 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

  7. 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.

  8. 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.

  9. 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.

Latest adviser guides from Regulation

  1. 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.

  2. Guide to Blended Retirement Solutions

    Guide to Blended Retirement Solutions

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

  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 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

  5. Guide to Workplace Pensions

    Guide to Workplace Pensions

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

  6. 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?

  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 Pension Liberation

    Guide to Pension Liberation

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

Latest adviser guides from IFA Industry

  1. Guide to Summer Budget 2015

    Guide to Summer Budget 2015

    During his speech the chancellor repeatedly said “we are a nation that spends too much and has too much debt”.

  2. Guide to Client-Facing Technology

    Guide to Client-Facing Technology

    Today we have a wealth of financial planning and client management systems that can assist an adviser with their job.

  3. 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.

  4. Guide to Social Media

    Guide to Social Media

    Advisers hesitate to use social media these days because they are concerned about compliance.

  5. Guide to IFA Consolidation

    Guide to IFA Consolidation

    Selling your business was once only considered an option for advisers who were looking to exit the industry.

  6. Guide to the Sunset Clause

    Guide to the Sunset Clause

    Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

  7. Guide to Blended Retirement Solutions

    Guide to Blended Retirement Solutions

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

  8. 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.

  9. 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.

  10. Guide to Isas and Pension Freedoms

    Guide to Isas and Pension Freedoms

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

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