Look back to plan ahead

Carry forward is a new rule introduced from tax year 2011/2012 .

Guiding you through the marketing minefield

Over the past few weeks we have issued our new range of marketing 'top tips' guides. Each guide aims to support you with your marketing activity for you to take out what is useful and use as you wish.

Pension calculator updates

The government actuary’s department produces tables to calculate the “basis amount” (the maximum level of pension that can be taken in capped income drawdown from a money purchase arrangement without purchasing a lifetime annuity or a scheme pension).

What is social media?

Social media is a great way to keep up with industry trends, raise your business profile and attract new clients.

The fundamentals of marketing.

We're very pleased to bring you the last two web videos in our series on the 'Fundamentals of marketing' presented by Gill Kelley from the Chartered Institute of Marketing (CIM).

Financial Adviser Life and Pensions Award

The Financial Adviser Service Awards are coming up soon and are seen as a benchmark for provider service levels in our industry.

Marketing insights from the experts.

We're very pleased to bring you the next two web videos in our series of marketing insights from experts at the Chartered Institute of Marketing (CIM).

An insight into marketing

We are very pleased to bring you an opportunity to gain a real insight into the fundamentals of marketing and digital marketing.

Let's talk about Marketing

Our range of marketing guides, have been designed to help you find fresh new ways to talk to new and existing clients.

Capped versus Flexible Drawdown

Following changes to Income Drawdown from 6 April 2011, our Pensions Technical team has produced a new Profile.

The Pension landscape - live web event 31 May 2011

With huge changes taking place in the pensions market, three industry experts discuss what the long term trends are.

Timing of income reviews for drawdown arrangements.

The Profile looks at the changes to drawdown review dates with effect from 6 April 2011.

Pension product and legislative changes - April 2011

Impact of Chancellor's Budget on investment and retirement provisions.

Chancellor George Osborne delivered his second Budget on Wednesday 23 March 2011.

EU Gender Directive

On 1 March 2011, the Court of Justice of the European Union (ECJ) published its ruling on the legality of Article 5(2) of the Gender Directive 2004.

Pension changes and the impact on SIPPs

Never will it be more important for professional advisers to help clients, existing and new, through these uncertain times.

Five ways to help you in this economic climate.

Uncertain about the future? The global economic recovery is taking longer than expected.

Horizons report

The Association of Independent Financial Advisers (AIFA), in association with Legal & General have launched the Advice Horizons report...

Retirement planning

Listen to Adrian Boulding as he talks about...

Budget response

Unpicking the Emergency Budget - What it really means?