Insights and events for financial advisers

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

Wealthy clients are increasingly seeking advice on inheritance tax and estate planning amid growing speculation ahead of the Autumn Budget, according to our latest research.

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.

Rising compliance and portfolio management demands are leaving many financial advisers struggling to focus on what they do best – helping clients navigate life’s big decisions. Here’s how a well-designed MPS can ease the pressure and help your business grow.

Tax-free pension cash faces scrutiny ahead of the Budget – explore what might be changing and how advisers can help clients stay retirement-ready.

A wealth tax would be cumbersome and inconvenient to deal with, for both taxpayers and taxman. It could also cost the economy. For these reasons, we think Rachel Reeves, the Chancellor, is more likely to announce other taxes on Budget day.

A simpler, more efficient way to deliver consistent outcomes for your clients.

Advisers today are juggling more than ever, from tighter regulations to changing client expectations. It’s no wonder so many firms are rethinking how they manage client portfolios.

The re-launched Rathbones Model Portfolio Service (MPS) on Platform offers a smarter, more flexible solution – one that tackles the common limitations of traditional MPS approaches while giving you greater control and clarity.

A smarter structure to reduce unnecessary crystallisation and simplify planning.

The sharp reduction in the annual exempt amount for capital gains tax (CGT) has prompted fresh scrutiny of how portfolio changes affect clients, especially those with general investment accounts. The structure of the re-launched Rathbones MPS helps mitigate many of the issues advisers face when it comes to CGT, offering a cleaner, more controllable way to manage risk and return.