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Consumer Duty: The Next Chapter

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Whitepapers

Explore our latest whitepapers. Click on a whitepaper to download your copy.

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Conscious Investing: A Whitepaper

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The Confidence Trick: A Whitepaper

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Suitability Reports: The Next Chapter

Defined Benefits: A Whitepaper

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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

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At Retirement: A Guide

Consumer Duty Guide

Consumer Duty: A Guide

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Capacity for Loss: The Next Chapter

Vulnerability: A Guide

Direct Authorisation: A Guide

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Freebies

A selection of freebies including samples, free templates and loads more!

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

5 Top Tips for Report Writing

Budget Planner

Budget Planner

Microsoft Basics

Microsoft Basics Guide

Useful Resources

Useful Resources Guide

ASR One Pager

One-page Annual Suitability Report (ASR) sample

ASR Template

Annual Suitability Report (ASR) workable template

That Mint Podcast

That Mint Podcast; a fresh and funny take on the world of finance

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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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Tech Talks: Securing Trust in a Digital World

‘Report’ing for Duty

Tax-Advantaged Investments: A Real Wrap Battle

TECH Talk

Stand Out From The Crowd

Don’t cut the CRP

Portfolio Creation Done Right

Trick or Treat Your Templates

Tart Up Your Templates

Diving Into Platform Due Diligence

A Nod to Prod

Centralise Your Investment Proposition

We Are Live 2021

Project 2030

We Are Live 2020