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Home > Training > Adviser Guides

Adviser Guides

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Guide to Professional Mortgages

Guide to Professional Mortgages

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

Latest adviser guides from all sections of FTAdviser

  1. 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.

  2. 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.

  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 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.

  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 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 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 Pensions

  1. 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.

  2. Guide to Workplace Pensions

    Guide to Workplace Pensions

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

  3. 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?

  4. 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.

  5. 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.

  6. Guide to Sipp Charges

    Guide to Sipp Charges

    Charges can be taken in a number of ways by a Sipp operator but recently advisers have been up in arms about exit fees.

  7. 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.

  8. Guide to Income Drawdown post-Budget

    Guide to Income Drawdown post-Budget

    It is vital that advisers understand what options could be available for their clients next year.

  9. Guide to Pension Charges

    Guide to Pension Charges

    The longer the pension plan has been in place, the wider the variation in charges can be.

Latest adviser guides from Mortgages

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

  9. 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.

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?

  9. Guide to Income Protection

    Guide to Income Protection

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

Latest adviser guides from Investments

  1. 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.

  2. 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.

  3. Guide to With-Profits

    Guide to With-Profits

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

  4. Guide to ‘Strategic’ Bond Funds

    Guide to ‘Strategic’ Bond Funds

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

  5. Guide to Property Investing

    Guide to Property Investing

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

  6. Guide to New Isas

    Guide to New Isas

    More than perhaps ever before, it is vital for advisers to choose an Isa wisely to ensure their clients do not miss out.

  7. Guide to Investing in Smaller Companies

    Guide to Investing in Smaller Companies

    UK Smaller Companies funds invest almost exclusively in equities, which comprise the bottom 10 per cent of the UK market.

  8. Guide to Investing in Technology

    Guide to Investing in Technology

    Technology is a specialist area that offers a strong growth opportunity for those able to back the right minds.

Latest adviser guides from Regulation

  1. Guide to Workplace Pensions

    Guide to Workplace Pensions

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

  2. 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?

  3. 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.

  4. Guide to Adviser Charging

    Guide to Adviser Charging

    Cash is king when it comes to explaining adviser charges.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

  9. 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.

Latest adviser guides from IFA Industry

  1. 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.

  2. 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.

  3. 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.

  4. Guide to Adviser Charging

    Guide to Adviser Charging

    Cash is king when it comes to explaining adviser charges.

  5. 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.

  6. 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.

  7. Guide to Risk-Rated, Targeted and Managed funds

    Guide to Risk-Rated, Targeted and Managed funds

    Risk-defined funds provide investors and advisers with a firm indication of the level of risk they are aiming to take.

  8. Guide to Listing Your Business Online

    Guide to Listing Your Business Online

    How do advisers make sure their details appear near the top of search results?

  9. 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.

  10. 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.

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