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

Novia User Update – Our latest enhancement to our Guaranteed Income solution

11 May 2021

For our latest enhancement, Implementation Executive Mark Wedge gives the latest User Update for Novia’s Guaranteed Income solution…

Quarterly and Tax Year End Updates

15 March 2021

It’s been a fast first quarter and we’ve brought in quite a few improvements in a short space of time. To ensure you’re up to speed with these developments, we’ve…

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…