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Sponsored

Interactive video: Elevate your practice

Adviser tips

Interactive video: Elevate your practice

Building and managing an efficient practice is not just what you do, but how you do it.

clock 18 March 2025 • 1 min read
Partner Insight: Smoothing the client investment journey to and through retirement

Investment

Partner Insight: Smoothing the client investment journey to and through retirement

There are multifaceted challenges that can impact a pension portfolio’s performance and a client’s investment mindset. Smoothed funds offer a potential solution, says Claire Altman, managing director for Individual Retirement Solutions at Standard Life.

clock 12 March 2025 • 3 min read
Partner Insight: Carry forward – where do people go wrong?

Partner Insight

Partner Insight: Carry forward – where do people go wrong?

clock 04 March 2025 • 5 min read
Partner Insight: Delivering a smoother era of retirement for clients

Investment

Partner Insight: Delivering a smoother era of retirement for clients

Sharing first-hand insights, Hannay Wealth chartered financial planner Vanessa Barnes explains how advisers can make the most of smoothed funds

clock 04 March 2025 • 2 min read
Partner Insight: Navigating the Retirement Risk Zone

Investment

Partner Insight: Navigating the Retirement Risk Zone

Smoothed returns can play a crucial role in the approach to retirement, says Samantha Pardoe, senior investment development manager at Standard Life.

clock 03 March 2025 • 3 min read
PA Working Lunches: Long-term structural change with Scottish Mortgage

Investment

PA Working Lunches: Long-term structural change with Scottish Mortgage

Join us for an informative session worth one hour of CPD

clock 25 February 2025 • 1 min read
Interactive Video: Navigating today's complex financial landscape

Adviser tips

Interactive Video: Navigating today's complex financial landscape

Advisers today navigate a challenging environment. To thrive, a modern approach to practice management is essential.

clock 24 February 2025 • 1 min read
Partner Insight: How smoothed funds can meet clients' needs

Investment

Partner Insight: How smoothed funds can meet clients' needs

Andy Brown, head of fund solutions at Standard Life, explains what led the firm to create its smoothed fund proposition.

clock 21 February 2025 • 2 min read
Partner Insight:  Unlocking value: The essential guide on how to manage the transition

Investment

Partner Insight: Unlocking value: The essential guide on how to manage the transition

Schroders' Tim Carr and Ghislaine Perry discuss how to evaluate the need for change, key points to consider when choosing the right investment partner and how to manage the transition.

clock 13 February 2025 • 2 min read
Watch Professional Adviser's Working Lunch on the Baillie Gifford American fund - 'The Ostrich, the Index, and Us: seeking exceptional US growth in a top-heavy market'

Investment

Watch Professional Adviser's Working Lunch on the Baillie Gifford American fund - 'The Ostrich, the Index, and Us: seeking exceptional US growth in a top-heavy market'

Catch up on the discussion

clock 10 February 2025 • 1 min read
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