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Latest Documents
Adviser Zone – Enhancement Guide
12 November 2019What 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.
Read more >SIPPs and Inheritability Resource Adviser Guide
7 October 2019Providing 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…
Read more >Guaranteed Income – A new asset class for platforms
7 October 2019Bringing 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…
Read more >Latest Videos
Reframing the narrative: “Do good, do well”
12 June 2020Presented 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 2020Presented 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 2020Presented 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…
