Four complete packs. Each contains the client-facing guide, FCA compliance assessment, and marketing deployment guide described on the homepage. Download any or all of them and judge the quality for yourself.
Evaluation copies are provided for assessment purposes only. The sample packs are unbranded; commissioned work arrives fully designed and branded with your firm’s identity.
Aimed at the well-off professional who suspects they ought to take advice but has never quite got round to it. Your opening gambit: what advisers actually do, addressed head-on.
Suggested use: Ideal for your website, initial enquiries, or referral partners.
Targets individuals between 55 and 65 with accumulated pension wealth and a retirement date on the horizon. Walks them through every major decision until they recognise that getting this right without professional help is a gamble they cannot afford to take.
The pack that pulls double duty. Hand it to an existing client during a rocky quarter and it reminds them why your steady hand is worth the fee. Share it with a prospect and it raises the question of whether going it alone has already cost them more than they realise.
Built to fill the silence between annual reviews. The FTSE 100 breaching 10,000 provides the hook; what follows is a framework for thinking about portfolio positioning, income generation, and valuations. Gives clients a tangible reason to open your emails.
01
12-20 pages of substantive
content that educates
prospects and builds trust
EDUCATES & CONVERTS
02
Section-by-section compliance analysis against current legislation, rules and regulations
ACCELERATES SIGN-OFF
03
Channel-specific strategies
with verified industry
benchmarks
DRIVES DISTRIBUTION
Consumer Duty requires documented evidence of good outcomes. Not assertions, not good intentions, not a compliant process in the abstract. Evidence. The FCA's working assumption is that if the documentation does not exist, the outcome is treated as not having been achieved. Firms that commission a Fair Value Assessment, an Outcomes Monitoring Framework and a board-ready annual Consumer Duty report have a defensible evidence base to point to. Firms that do not are effectively relying on the FCA not looking too closely. That is becoming a less comfortable position to be in.
The commercial and regulatory versions of this problem are, at root, the same problem seen from different angles. A client who wants to know whether the ongoing fee is justified needs to see evidence of ongoing service. The FCA examining whether a firm's charges represent fair value needs precisely the same evidence, just presented in a different form. Regularly commissioned content, whether quarterly commentaries, client guides or market updates, produces timestamped records of service delivery for every client who receives it. A Fair Value Assessment that can point to that kind of delivery record is considerably more defensible than one that has nothing concrete to refer to.
Speak with me to discuss your content requirements
