We love talking to our clients every day, and alongside getting to know them, we get to know industry-wide challenges, irritations and hacks. The resources on this page have been created by us in response (and sometimes anticipation), but are very much created for you.
Please use them, share them, and check back for more as we’re constantly updating this page.
A whitepaper brought to you from The Verve Group, exploring Suitability from four angles.
Download a sample of our visual, one-page Annual Suitability Report (ASR) document to help your team
A whitepaper from our sister company, Apricity, exploring the current regulatory landscape.
A template to gather everything you need for an occupational case, in an easy to use document.
A summary of the considerations discussed in our Defined Benefit video series.
Download this free ASR hints and tips document to help make your ASR process more efficient.
Download this free Annual Suitability Report (ASR) workable template for you to use with your clients.
Download our free Business Owner Pack to gain some clarity and help manage your business.
Listen to our podcast for a fresh and funny take on the world of financial services.
Read about the growth of outsourcing across all sectors, including the benefits and myths of doing so.
