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Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Personalised advice is so pivotal in building trust. But how does this work in practice?

Catch up on the discussion

Building and managing an efficient practice is not just what you do, but how you do it.

There are multifaceted challenges that can impact a pension portfolio’s performance and a client’s investment mindset. Smoothed funds offer a potential solution, says Claire Altman, managing director for Individual Retirement Solutions at Standard Life.

Sharing first-hand insights, Hannay Wealth chartered financial planner Vanessa Barnes explains how advisers can make the most of smoothed funds

Smoothed returns can play a crucial role in the approach to retirement, says Samantha Pardoe, senior investment development manager at Standard Life.

Join us for an informative session worth one hour of CPD

Advisers today navigate a challenging environment. To thrive, a modern approach to practice management is essential.