Here you will find the resources we have available

Latest Documents

Adviser Zone – Enhancement Guide

12 November 2019

What will Adviser Zone offer? Based on feedback from users, we’ve focused our attention on the things most frequently requested. We’ve included the following enhancements.

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SIPPs and Inheritability Resource Adviser Guide

7 October 2019

Providing for dependents after death. One of the largest concerns in retirement, after providing a sustainable income, is whether or not a client will be able to provide for their…

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Guaranteed Income – A new asset class for platforms

7 October 2019

Bringing Guaranteed Income On-Platform. Novia now offers a product that makes it easier to increase the portion of a retirement pot that can provide a guaranteed income, over and above…

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Latest Videos

Breathe in the air – an ESG Webinar

25 February 2021

On 23 February 2021 Novia and Copia were pleased to be joined by the Minister for Pensions, Guy Opperman MP, Knut Bitustøyl of MSCI and Andrew Walsh of UBS plus Copia’s…

Become a Novian

20 October 2020

Novia is embarking on a significant period of growth that will result in us having the best wealth management platform in the industry combined with an efficient operation enabling great…

Sustainable Investing in the Twenty First Century

7 October 2020

In this Guest Spot Webinar with Cazenove Capital, Henry Johnstone & Isobel Mitchie discuss aspects of Sustainable Investing in the Twenty First Century.