Practical guides for advisers

 Adviser guides on sustainable investing, wealth transfer and regulation to support your client conversations.

Essential

We explore specific opportunities – and threats – for financial advisers.

Timely

We keep a close eye on trends and dive deep into the issues that are likely to stay on the agenda.

Expert

The reports draw on a wealth of data and analysis from both our own and external experts, so you get a full view of the landscape.

The ins and outs of sustainable investment

Research suggests most clients want to invest in a way that builds a better world- but they don’t know where to start without your steer. Our guides are designed to help you support them to meet their goals.

  • Guide to Net Zero: We all have an active role to play both as individuals and as investors reaching Net Zero but what does it mean for you, as a financial adviser, and for your clients?
  • A-Z of sustainability terms: Sustainability, once a fringe consideration, has become core for many investors. We’ve put together an A-Z of key terms for you and your clients to dip into.
  • The Lang Cat guide: Crossing the ESG event horizon: Sponsored by Schroders, the Lang Cat’s guide explores five big themes facing advisers across environmental, social, and governance issues.

The next generation of wealth management

Over the next decade, £1 trillion of wealth will flow to new owners: widows, children, and grandchildren. Here’s how you can manage this wealth transfer for your clients and your business.

Giving regulation a PROD

The Product Intervention and Product Governance Sourcebook is here to stay. But the devil is in the detail – and there are plenty of questions still to answer about the regulator’s expectations.

  • How to PROD-proof your business: Sponsored by Schroders, the Lang Cat’s guide helps you understand your client’s needs, potential investment solutions, and meeting PROD requirements.

Guiding you through the investment landscape

As your trusted partner, we delve into the opportunities and issues your business is facing and support you with your client conversations. 

Past performance is no guarantee of future performance. The value of investments and the income from them can go down as well as up, and you (or your clients) might not get back what you originally invested.

Related insights

View all insights
Slide 1 of 0

Schroder Investment Solutions

A world of multi-asset expertise to meet your clients’ needs at a cost that can offer real value for money.

Financial adviser surveys

Slide 1 of 0