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Our range of practical guides, client-ready resources and on-demand training has been designed to support you and your business.

Client-ready support
Adviser materials
Investing for retirement
Events & training

Client-ready support

Browse our selection of client-ready resources, featuring product guides and educational materials, as well as videos.


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Adviser materials

Access a range of product support material such as risk maps and suitability paragraphs, as well as educational resources including a series of videos to support you in your conversations with clients around the topic of retirement.

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Investing for retirement

Through interviews, articles, infographics, and videos we explore what the changing retirement landscape could mean for your clients and how this could impact investing for retirement.

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In this in-depth research report we consider how retirement is changing and what this means for the future of retirement advice.

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Portfolio Analysis Service

A service for advisers: greater model portfolio insights that are designed to enhance conversations with your clients.

PinPointSM Portfolio Analysis Service

BNY Mellon PinPointSM is a robust model portfolio analysis service for advisers, powered by a dynamic analytical tool, designed to give you greater model portfolio insights that enhance conversations with your clients.

Our team of investment professionals will work with you to analyse your model portfolios which will help you to assess the needs of underlying clients, based on their investment objectives and appetite for risk.


Our upcoming events

View all our upcoming and on-demand events and register directly on the website.

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The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.



Whatever your query, one of our team will be able to help. Get in touch today.