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Helping you make the most of change

Change Hub

The changing state of the nation

Times are changing, but so too are the opportunities for mortgage advice

The changing shape of the workforce, rising inflation and low interest rates, mean that now’s the time to explore offsetting with a growing number of your clients.



Our research in association with Money Marketing explores advisers views on the changing industry’s outlook on business.

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Aligning cost to risk for a fairer approach to funding

As advisers across the board are being asked to cover costs for a few firms operating in high-risk areas, Ronnie Taylor, looks at a fairer, risk-based approach to funding the Financial Services Compensation Scheme.

FIND OUT MORE Special Edition TechTalk: Defined Benefits

Special Edition TechTalk: Defined Benefit

In our special edition of TechTalk, our financial planning team look at key opportunities for advisers arising out of recent changes to the Defined Benefit advice market.

FIND OUT MORE Special Edition TechTalk: Defined Benefits

For expert support and to use our free TVAS, visit our Defined Benefit Advice resource centre

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Tips for self-employed clients

There are 4.81 million self-employed people in the UK but only 13% are contributing to a pension. We have put together tips to help your self-employed clients prepare for retirement.

Read more Top tips for the self-employed

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Ronnie Taylor, Pensions and Investments Director, explains how we are helping advisers through change.

In the first of our change series, the Changing State of the Nation, we are focussing on how the industry is changing and what it could mean for you.

Watch now ronnie taylor talks brexit

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