Partner Insights
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaranteed Fixed Term Income Plan…
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Navigating the Regulatory Tide: How Advisers Can Build Resilient Retirement Income Strategies
As the regulatory landscape continues to evolve, financial advisers are under increasing pressure to demonstrate that their retirement income advice delivers good…
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A core fixed income allocation for all seasons
The Legal & General Strategic Bond Fund has reached £1bn AUM as of May 2025 – a major milestone and a testament…
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Podcast #139: Helping advisers build successful partnerships with MPS providers, with L&G’s Francis Chua
In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an…
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Why multi-asset funds can be a good option for first time investors
Investing for the first time can be a daunting prospect. Fear of losing money, lack of knowledge or confidence with the investment…
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CPD Accreditation confirmed for EIS Association national roadshow
CPD Accreditation has been confirmed for the Enterprise Investment Scheme Association (EISA)’s nationwide ‘Ready, Steady, Grow!’ series. The roadshow brings together Wealth…
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Enterprise Investment Scheme Association launches 2025 national roadshow to boost awareness of EIS
The Enterprise Investment Scheme Association has launched this year’s ‘Ready, Steady, Grow!’ series, a nationwide roadshow designed to drive awareness around EIS…
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The case for using a Managed Income investment approach for clients approaching and in retirement
With rising demand for sustainable income in retirement and mounting regulatory scrutiny, financial advisers are reassessing how best to support clients approaching…
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The benefits of using liquid alternatives in portfolio construction
Traditional investment strategies can fall short in navigating the complexities and volatility of today’s financial markets, says Ryan Paterson, Portfolio Manager, Schroder…
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Pounds in pockets: why natural income matters in retirement income planning
An exclusive interview with BNY Investments’ Paul Flood For many investors approaching or in retirement, getting a high yield from a multi-asset…
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