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.


ON-DEMAND 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. In this insightful session, we will break down the intricacies of retirement planning, providing you with a systematic approach to navigate key considerations and potential challenges. The webinar will go beyond theoretical concepts, offering practical insights through real-life examples that demonstrate the effectiveness of the four-step method. A major focus of the webinar will be on fostering discussions about the trade-offs that inevitably arise when choosing how to meet expenses during retirement. By the end of the session, you'll be equipped with a comprehensive understanding of how to blend guarantee and flexible income, tailored to the unique needs and goals of your clients.


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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. Those service providers with the ability to leverage these innovations over the coming years, to improve customer experience and how their customers interact with their own money, will have the advantage. Discover the important facts, trends and next steps to explore in our handy guide.


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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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Whitepapers, E-Books

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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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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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. Based on our analysis, a judgement is formed on the appropriateness of each of the pathway solutions.


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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. Read our whitepaper to stay informed and learn how to harness the power of digital advice to drive success.


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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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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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