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

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.

Overview of changes to acceptance of Forms

10 September 2020

How to use our new Forms service: Novia Financial’s Forms are now available to use online; here we explain how you must use these to replace scans attached to emails,…