News and views

In this fast-paced industry we want you to be kept up to date with what’s going on in your world.

Popular content

Delivering retirement planning

Your proposition and processes are the foundations of the service you deliver for your clients. We’ve published significant research on the use of Centralised Retirement Propositions as well as in-depth interviews with your peers to bring you practical insights.

Read on

Paraplanners Online Assembly series

Catch the webinar recordings and support materials on topics ranging from PROD to building CIPs and CRPs.

 
 

Paraplanner Events

Top 3

Our readers enjoyed these newsletter articles the most from the last 6 months.


 

 
 

Most viewed

Showing 45 result(s) (Page 1 of 6)

18/01/2021

Although the pandemic isn’t behind us just yet, over the coming months we’re going to explore directly with advisers if and how their outlook and approach to attracting new...

11/01/2021

All was not calm and bright in the advice community in December when the FCA flared its nostrils at ongoing adviser charging and price clustering of ongoing fees, as part of its...

15/12/2020

This year has been tough for many of us and unprecedented in history, with the political climate, the pandemic and the world facing into an environmental challenge that I believe...

09/12/2020

In the last article I wrote about responsible investing the basic point I made was that effective fact finding and segmentation are intrinsically linked and form the foundation of...

02/12/2020

It goes without saying that all our working lives have changed drastically during 2020. For our Business Development Managers (BDMs), this has meant swapping the road for a home...

26/11/2020

We know how important your investment proposition is to your business and running it, as cost effectively as possible for your clients, will be a key priority as part of this. So,...

11/11/2020

The options for funding long-term care can be complex and often hard for families and individuals to understand, making the role of advice – whether it be financial advice, advice...

11/11/2020

As the year starts to draw to an end, much of the noise around responsible investing has turned to the imminent requirement to assess a client’s preferences in this space. I say...

Contact our sales team

The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

adoption@ascentric.co.uk

We're here to help

If you're already using our platform and have a question, please visit our Contact Us page for the best ways to get in touch.