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Our latest resources.

A selection of whitepapers, guides, templates and webinars covering hot topics across financial services, all created by our team of experts. Our full webinar archive can now be accessed via DexteraTM

The Adviser's Guide to Switching Compliance

A guide

🗓️ February 2026 | 🕚 20 minutes

Our new switching guide is here to provide a low-risk way to upgrade your compliance support.

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TALK: Redefining Multi-Asset

A webinar

🗓️ January 2026 | 🎥 00:57:29

Catch up on our latest TALK webinar 'Redefining Multi-Asset' featuring M&G.

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PruFund: Redefining Multi-Asset

A whitepaper

🗓️ January 2026 | 🕚 25 minutes

Verve explores how PruFund redefines what it means to be multi-asset in partnership with M&G.

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SPOTLIGHT: The AI Series

A webinar

🗓️ January 2026 | 🎥 00:56:19

Catch up on our latest SPOTLIGHT webinar with Cathi Harrison and Ammonite.

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BUILD: IHT, Trusts & Bonds

A webinar

🗓️ January 2026 | 🎥 1:33:17

Catch up on our latest BUILD webinar on IHT, Trusts & Bonds, featuring Standard Life & BareRock.

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GROW: Professional Development

A webinar

🗓️ January 2026 | 🎥 2:00:53

Catch up on our latest GROW event featuring Foresight, Marlborough & Marloo.

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GROW: on Tour (the webinar)

A webinar

🗓️ July 2025 | 🎥 1:58:01

Catch up on our live GROW: on Tour event featuring Aspen, Fundment and Vanguard.

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The Dawn of Positive Compliance

A whitepaper

🗓️ January 2025 | 🕙 25 minutes

Verve explores what could happen if compliance was seen from a completely different perspective.

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Retirement Income

A whitepaper

🗓️ April 2024 | 🕙 30 minutes

Co-authored with Brooks Macdonald, exploring the evolving regulatory landscape in the retirement space.

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Consumer Duty: The Next Chapter

A guide

🗓️ May 2023 | 🕙 25 minutes

The second guide in our Consumer Duty series, exploring the implementation of the new Duty.

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Consumer Duty

A guide

🗓️ July 2022 | 🕙 25 minutes

The first guide in our Consumer Duty series, exploring the introduction and considerations around the new Duty.

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Direct Authorisation

A guide

🗓️ December 2021 | 🕙 20 minutes

Exploring the considerations that should be on your radar before embarking on the journey.

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