Here Robin explores the changes and opportunities in this market for you and the transition that our own Pegasus plan has gone through.
Use our toolkit including our IHT calculator, client approach letters and sales aids.
You can also learn more and earn CPD points in our whole of life workout on FT Adviser Gym.
Business Development, CPD, Tax, Trust & ISA, Protection, Adviser Letter of the Week
Paul Harper Search is proud to present the 2026 BDM Salary Survey an essential resource for BDMs, Strategic Partnership Managers, Telephone Account Managers, and the businesses that employ them across the financial services intermediary distribution market.
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.
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