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Here you will find the resources we have available
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
Become a Novian
20 October 2020Novia 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 2020In 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 2020How 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,…
