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Asset Allocation Research for UK Advisers

Understanding UK Sustainability Disclosure Regulations

6/5/2025

Join us for our CPD-accredited webinar on 15 May 2025 at 10:30am BST.

In this session, we’ll explore:

The purpose and key distinctions of SDR
How SDR impacts financial advisers and portfolio management
Key challenges and best practices for implementing SDR

How Tariffs Policy Affects Markets

7/4/2025

Join us for the CISI-endorsed CPD webinar

We take a step back at Trump's Trade War, look at lessons from 2018, contrast sector and factor performance.
This public version is a shortened extract from our private call with our Adviser clients, so all data and comments are as at Thu 3 Apr 2025.

cpd for financial advisers

3/3/2025

Our last in person CPD events before Tax Year End (for UK advisers only) - some places still available!

Thu 6 Mar: Birmingham - Tax Advantage of Direct Gilts Investing

Tue 11 Mar: Edinburgh - Investment Solutions in new tax regime: onshore bonds, unitised funds, GIA portfolios, gilts

Thu 13 Mar: York - Tax Advantage of Direct Gilts Investing

We hope to see you there!

Can't join in person? Find out more about Direct Gilts and register for the playback online webinar here!

Why Direct Gilts are a smart alternative to Cash Deposits for high-earners

7/2/2025

Elston explores how advisers can buy UK gilts directly for their clients In this article and CPD webinar.

FCA Thematic Review of Retirement Income Advice: Impact on your CRP

5/6/2024

Key findings, and what advisers and policy owners should do next
Watch the replay of this CISI-endorsed CPD webinar

CPD: "Flex First, Fix Later": exploring the future of retirement income

31/5/2023

In this webinar, we are honoured to be joined by Sir Steve Webb, Partner at LCP and former Pensions Minister 2010-15 overseeing "Freedoms & Choice". Steve will discuss his recently co-authored paper for LCP titled ""The Flex First, Fix Later" pension - is this this the future of retirement?" and earlier paper "Is there a right time to buy an annuity?"

Watch the replay of this CISI-endorsed CPD webinar

Describe the importance of investment pathways
Identify the tasks facing financial advisers
Explain the fees surrounding investment pathways

Read the full CPD Article on FT Adviser

Identify key points in FCA retirement outcomes review paper
Explain what the standardised objectives are
Explain what the implications are for advisers

Read the full CPD article on FT Adviser

Getting the withdrawal profile right for clients in decumulation

17/12/2018

Identify inappropriate and appropriate investments for decumulation.
Design and document a retirement centralised investment proposition.
Describe and document a client withdrawal profile.

Read the full CPD article for FT Adviser

Building a decumulation investment strategy for clients

19/11/2018

Be able to describe a “liability relative” approach to investing.
Identify the different implementation approaches to liability-relative investing.
List the “hybrid strategies” which incorporate annuities and/or insurance into a portfolio.

Read the full CPD article for FT Adviser

How to help clients invest for accumulation and decumulation

16/10/2018

Explain the differentiated objectives in accumulation and decumulation investing.
Understand and contrast the key risks of investing in accumulation and decumulation.
Understand and explain the key variables in analysing and evaluating the potential outcomes of a retirement investment plan.

Read the full CPD article for FT Adviser

ELSTON RESEARCH

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Elston Consulting Limited (Company Registration Number 07125478) is registered in
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WHO WE ARE
WHAT WE DO
Insights
Subscribe
Contact

Asset Allocation Research for UK Advisers

Understanding UK Sustainability Disclosure Regulations

How Tariffs Policy Affects Markets

cpd for financial advisers

Why Direct Gilts are a smart alternative to Cash Deposits for high-earners

FCA Thematic Review of Retirement Income Advice: Impact on your CRP

CPD: "Flex First, Fix Later": exploring the future of retirement income

cpd: assessing suitability for drawdown

CPD: Retirement Pathways - a new standard

HOW TO ENGAGE WITH CLIENTS ON A RETIREMENT PATHWAY

CPD: Retirement investing

CPD: ASSESSING SUITABILITY FOR RETIREMENT

What the FCA's rules on investment pathways mean for clients

Getting the withdrawal profile right for clients in decumulation

Building a decumulation investment strategy for clients

How to help clients invest for accumulation and decumulation

ELSTON RESEARCH

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