Our latest resources
Consumer Duty: The Next Chapter
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Whitepapers
Explore our latest whitepapers. Click on a whitepaper to download your copy.
Conscious Investing: A Whitepaper
The Confidence Trick: A Whitepaper
Suitability Reports: The Next Chapter
Defined Benefits: A Whitepaper
Guides
Explore our latest guides. Just click on a guide to download your copy .
World Class Files: A Guide
Suitability Reports: What’s Really Needed?
Consumer Duty: The Next Chapter
At Retirement: A Guide
Consumer Duty: A Guide
Capacity for Loss: The Next Chapter
Vulnerability: A Guide
Direct Authorisation: A Guide
Freebies
A selection of freebies including samples, free templates and loads more!
TTFAC Flowchart
Factfind Template
Retirement Planning Report Sample
Promoting Customer Understanding: Mini Guide
Consumer Duty – Price & Value: Cost of Advice Template
Consumer Duty: Risk Assessment Template
Consumer Duty: Document Checklist Template
5 Top Tips for Report Writing
Budget Planner
Microsoft Basics Guide
Useful Resources Guide
One-page Annual Suitability Report (ASR) sample
Annual Suitability Report (ASR) workable template
That Mint Podcast; a fresh and funny take on the world of finance
Webinars
Catch up on our latest webinars from our monthly series. To find out more about upcoming webinars and to book, just click here.
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