20th July 2026
The Witt
Concise, opinion-led views on how our investors are thinking about today’s investment landscape.
Related Articles_
How resilient is your Centralised Investment Proposition (CIP)?
Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain market environment.
Still time to register: Pensions and IHT
With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it – covering DGTs and loan trusts. Up to 90 minutes of CII CPD.
Facilitating adviser fees directly from personal pensions
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
Not yet registered?
Please complete this form to join our community