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

Reframing the narrative: “Do good, do well”

12 June 2020

Presented by Canaccord Genuity & Novia Financial Canaccord’s investment director and head of ESG investing Patrick Thomas looks at the evolution of sustainable investing, problems with existing approaches and why…

Stability in sustainability – exploring the impact of COVID-19 on markets and sustainable investments

6 June 2020

Presented by Phoebe Stone, LGT Vestra & Novia Financial Head of sustainable investments Phoebe Stone looks at the macro economic environment that we are facing following the COVID-19 pandemic and…

Can the 25 best companies in the world beat a gloomy Macro outlook?

1 June 2020

Presented by Amundi Asset Management & Novia Financial Steve Williams of Amundi and Jeff Mueller of Polen Capital present on the Amundi Funds Polen Capital Global Growth Fund and ask…