Resource Hub

FinTech eBooks, Guides and Videos

Gain valuable insights and knowledge from our library of ebooks, guides, and whitepapers tailored for the progressive financial services sector.


Ramp up your retirement income advice Webinar

Are you ready to elevate your expertise in retirement income planning? Join our webinar, ‘Ramp Up Your Retirement Income Advice’, where we will guide you through a four-step method to ensure your clients have a robust plan in place for their retirement income. 


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Income at Risk CPD On-Demand Session

We discuss how advisers should consider different risks when drawing an income for their client and how by doing so you can enhance your retirement advice service.


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Planning with Inflation CPD On-Demand Session

We discuss how advisers should take into account planning for high inflation, particularly for those in retirement.


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Guide to EV Income Risk Methodology 

Would you like to know how you can revolutionise your advice suitability process for income? And are considering switching to a different income or retirement risk profiling solution? 


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Technical Guide to Attitude to Risk Profiling

This guide explains the reasons you might want to change, and the steps you need to take to make the change as straightforward and seamless as possible.


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Guide to Modernising Your Financial Planning Advice Process & Technology

In this guide, we unpack the effect software can have on your advice process and how to approach modernising your tech stack.


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An Adviser's Guide to Supporting Client Income Objectives

Understand the concept of ‘income at risk’, so you can easily explain it to your clients, allowing you to seamlessly incorporate it into your existing advice process.


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The Complete Guide to Embarking on a Digital Advice Process

Discover the key considerations and steps you will need to take on the journey to beginning your digital and hybrid financial advice transformation in one comprehensive guide.


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Ultimate Guide to Investment Pathways

This 16-page guide, explains everything from how to meet your new obligations, to shaping strategies to choosing the right asset model, and more!


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Why Embracing Technology in Financial Services Is Crucial For Adapting to Rapidly Evolving Consumer Behaviours

New technologies like automation and artificial intelligence (AI) enable more efficient processes, better customer relationships, reduced human error and improved profitability. 


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How do we calculate EV Risk Ratings?

To learn more about our risk-rating methodology and how it can help promote your range of investment soluitions, please download our helpful guide. 


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Case Studies

Whitepapers, E-Books & Reports

The Unadvised Nation

For most people, the most important question is rarely ‘how much do I have?’ and more often ‘do I have enough for what I want in life?’...


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Stochastic vs Deterministic ebook

Read our eBook to see how a stochastic model can benefit both you and your customers, and learn about the risk of using deterministic models...


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Appropriateness Report Preview

Our unique report analyses each of the four pathway solutions in depth based on the characteristics of non-advised consumers using drawdown, their risk profile and capacity for loss...


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Financial Planning Software to Meet New Industry Demands

We explore how financial planning software is modernising the industry, the benefits that new software offers advisers and the key considerations for choosing the best solutions for your firm...


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Drawdown: The Mirror Image of Accumulation

In the report, we take a deeper dive into how the industry can better support consumers preparing for, at, and in retirement...


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Hybrid and Digital Advice: Driving Transformational Change, at Last!

Consumer trends and technological advancements are dictating the rapid transformation of the financial advice sector, and a digital and hybrid offering is key to future profitability and consumer satisfaction...


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Checklist to Choosing the Best Financial Adviser Software for Your Firm

Choosing adviser software is less about comparing pricing and technical spec and more about the suitability of the solutions for your unique business needs...


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