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Home > Training > Adviser Guides

Adviser Guides

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Guide to pay-as-you-live insurance

Guide to pay-as-you-live insurance

Wearable technology has the potential to transform the insurance industry.

Latest adviser guides from all sections of FTAdviser

  1. Guide to Ssas

    Guide to Ssas

    Ssas is beginning to look more attractive again.

  2. 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

  3. Guide to Discretionary Fund Management

    Guide to Discretionary Fund Management

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

  4. Guide to Robo-advice

    Guide to Robo-advice

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

  5. 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.

  6. 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.

  7. 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.

  8. Guide to handling insistent clients

    Guide to handling insistent clients

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

  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.

Latest adviser guides from Pensions

  1. Guide to Ssas

    Guide to Ssas

    Ssas is beginning to look more attractive again.

  2. 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.

  3. Guide to Auto-Enrolment

    Guide to Auto-Enrolment

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

  4. Guide to Passing on your Pension

    Guide to Passing on your Pension

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

  5. Guide to Guaranteed Retirement Income Options

    Guide to Guaranteed Retirement Income Options

    The fundamental aim of a pension remains the same despite bombshell Budget announcements.

  6. Guide to Sipps

    Guide to Sipps

    This guide will detail what advisers need to consider when contemplating a transfer to this vehicle.

  7. Guide to Pension Consolidation

    Guide to Pension Consolidation

    Many existing pension contracts can consolidate all pension pots into one.

  8. 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”.

  9. Guide to Target Date funds

    Guide to Target Date funds

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

Latest adviser guides from Mortgages

  1. 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

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. Guide to Peer-to-Peer

    Guide to Peer-to-Peer

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

  7. Guide to Fee-Free Mortgages

    Guide to Fee-Free Mortgages

    This guide will explain what has driven the growth in the number of fee-free deals .

  8. 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.

  9. 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”.

Latest adviser guides from Insurance

  1. 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.

  2. 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.

  3. 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.

  4. Guide to Divorce and Protection

    Guide to Divorce and Protection

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

  5. 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.

  6. 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.

  7. 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.

Latest adviser guides from Investments

  1. Guide to Discretionary Fund Management

    Guide to Discretionary Fund Management

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

  2. 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.

  3. 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.

  4. Guide to Investment Trusts

    Guide to Investment Trusts

    The Retail Distribution Review’s ban on commission was expected to create a new generation of investment trust buyers.

  5. Guide to ETFs

    Guide to ETFs

    Record levels of money have poured into European exchange-traded products, despite investor sentiment being shaken by uncertainty over China and US...read more

  6. Guide to Venture Capital Trusts

    Guide to Venture Capital Trusts

    This guide will examine the variety of VCTs available today and how selection processes may be affected by the latest rule changes.

  7. Guide to Japanese Equity Funds

    Guide to Japanese Equity Funds

    This guide will look at the pros and cons of a Japanese equity fund being managed overseas.

  8. 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.

  9. 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”.

  10. 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.

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 Robo-advice

    Guide to Robo-advice

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

  2. 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.

  3. Guide to handling insistent clients

    Guide to handling insistent clients

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

  4. Guide to Passing on your Pension

    Guide to Passing on your Pension

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

  5. Guide to Non-Domiciled Tax Changes

    Guide to Non-Domiciled Tax Changes

    Domicile is a highly technical issue wholly separate to that of one’s residence.

  6. Guide to Professional Indemnity Insurance

    Guide to Professional Indemnity Insurance

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

  7. 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”.

  8. 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.

  9. 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.

  10. Guide to Social Media

    Guide to Social Media

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

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