Insights and events for financial advisers

Discover how Rathbones’ Model Portfolio Service (MPS) is designed to free up advisers’ time and support their approach to meeting Consumer Duty requirements.

Tax changes are forcing advisers to rethink how they manage portfolios for clients with significant wealth. With growing pressure to balance tax efficiency and long-term growth, bespoke investment management is emerging as an increasingly valuable solution.

The one thing we know about regulatory change is that there’s no final chapter. The changes we’re seeing today, and those that are coming, are direct descendants of what’s come before whether it was the Retail Distribution Review, Consumer Duty or Pensions Freedoms.

Retirement is evolving. Discover key insights from Rathbones & The Lang Cat to help advisers deliver smarter, personalised retirement planning.

Beyond the headlines, what does the Autumn Budget really mean for you and your clients?

Rachel Reeves avoided spooking the bond market with her Budget, but we think she could have done more to boost long-term economic growth. And although she's built a bigger margin for error, it's still easily possible that Reeves finds herself looking for more tax increases again in a year’s time.

Explore everything our uniquely diversified, actively managed, and highly cost-effective Model Portfolio Service (MPS) has to offer — on demand.

With the 2025 Autumn Budget approaching, the UK stands at a crossroads: high government debt, rising spending pressures, and slow economic growth demand a new approach. In this timely report, Oliver Jones argues that the only way out is to prioritise investment.

Learn how retirees and advisers can protect investments and avoid cashing out during market downturns. Smart strategies for long-term retirement planning.

Retirement is a new beginning, not an end. A CRP helps advisers give flexible, ongoing guidance for evolving client goals.

Retirement changes risk. A CRP helps advisers manage decumulation with structure, clarity and confidence for lasting client outcomes.

With economic indicators softening and fiscal challenges building, the Autumn Budget will be a key moment for the UK government to show it can balance public finances and support a steady recovery.

Explore how evolving retirement trends, client needs, and regulation are reshaping advice - and why more firms are outsourcing investment management.

The FCA’s review of retirement income advice reveals key shortcomings and actions advisers can take to improve compliance.

Learn how retirees and advisers can protect investments and avoid cashing out during market downturns. Smart strategies for long-term retirement planning

Independent financial advisers have reported a surge in enquiries, with over two-thirds (68%) saying that clients wanting to make changes ahead of the Budget is their biggest challenge.