Your knowledge

News & views

Whether it be regulatory change, technical updates or best practice for running your business.

View our latest News & views


Our chance to share with you great speakers and interesting content plus your opportunity to meet us and share your feedback.

Discover upcoming events

Paraplanners Assembly

We’re supporting the Paraplanners Assembly with a series of webinars covering PROD, CIPs, CRPs and more…

Catch up

Technical & regulatory updates

We aim to summarise the big economic, technical and regulatory changes. Providing short guides and frequently asked questions to help keep you and your clients informed about the implications.


We’re always monitoring the implications and opportunities of global or domestic changes. Brexit is no exception and we’ll continue to work hard, looking after your clients' money and investments, whatever the economic environment.

Read our Brexit FAQs


Does PROD change anything? Certainly, advisers need to pay attention. This is the rule book now, and the benchmark by which suitable advice will be judged. The lang cat’s, Mike Barrett talks through what you need to know.

Watch our PROD round up