TBT
Every sector

Choose your lens. The whole terminal follows.

A lens tells the terminal what you do. From then on the briefings, news, company research and reports are written for clients in your sector, and your sector's monthly report is included in your plan. Hold more than one lens and switch between them from the top bar.

How it works
01

Pick your lenses

Choose from the menu when you sign up, or later from the lens button at the top of the terminal.

02

Everything is reworded

The same official figures, explained for your clients: who they matter to and what to raise in a meeting.

03

Ask for a new one

Not listed? Describe what you do. Our editors research and check new lenses before they join the menu.

The lens menu: your lenses, browse every sector and ask for a new lens
TBT

Estate planning

Wills, trusts, probate and later life

Probate volumes, attorneys registered, inheritance tax receipts and deaths, with what the latest figures mean for families planning ahead.

WillsTrustsPowers of attorneyProbate and estate administrationInheritance tax planningFuneral plans
  • Opens on: Estate and later life.
  • Included each month: The Estate Planning Monthly, in your Vault in the first week of the month.
  • Under this lens: news, Intel research, briefings and talking points are written for clients in this sector.
The Estate and later life terminal
TBT
The Mortgages terminal
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Mortgages

Mortgages and property finance

Approvals, rates by loan-to-value, arrears and possessions, with the rate outlook and what it means for borrowers coming to the end of a fixed deal.

Residential mortgagesBuy-to-let mortgagesCommercial mortgagesBridging and development financeEquity release and later life lending
  • Opens on: Mortgages.
  • Included each month: The Mortgages Monthly, in your Vault in the first week of the month.
  • Under this lens: news, Intel research, briefings and talking points are written for clients in this sector.

Insurance

Insurance and protection

Premium inflation, claims paid, complaints and value measures by product, and the risks in the news that clients ask about.

Life and protectionHealth insuranceEmployee benefitsBusiness and commercial insuranceHigh-net-worth home and private clientSpecialty and Lloyd's
  • Opens on: Insurance and protection.
  • Included each month: The Insurance Monthly, in your Vault in the first week of the month.
  • Under this lens: news, Intel research, briefings and talking points are written for clients in this sector.
The Insurance and protection terminal
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The Investments and Pensions terminal
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Investments

Investments and pensions

ISA, EIS, SEIS and VCT flows, pension withdrawals and workplace saving, with the markets and the tax year calendar alongside.

Financial advice (IFA)Pensions and retirementWealth and discretionary managementStockbroking and shares
  • Opens on: Investments and Pensions.
  • Included each month: The Investments Monthly and The Pensions Monthly, in your Vault in the first week of the month.
  • Under this lens: news, Intel research, briefings and talking points are written for clients in this sector.

Property

Property sales and lettings

House prices across forty countries, UK sales and rents by region, building costs and overseas buying markets.

Commercial property agencyOverseas property sales
  • Opens on: Property.
  • Included each month: The Property Monthly, in your Vault in the first week of the month.
  • Under this lens: news, Intel research, briefings and talking points are written for clients in this sector.
The Property terminal
TBT
The Credit and distress terminal
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Business services

Finance and services for businesses

Company insolvencies by industry, business births and deaths, rates, energy and currencies: the conditions your business clients trade in.

Business financeBusiness energyCurrency (FX) and payments
  • Opens on: Credit and distress, Macro dashboard.
  • Included each month: The Macro and Credit Monthly, in your Vault in the first week of the month.
  • Under this lens: news, Intel research, briefings and talking points are written for clients in this sector.

Alternatives

Real and alternative assets

Each alternative asset has its own terminal or desk, and the asset-class lenses read every briefing for that market.

Property investmentLand and forestryEIS and SEISVCTsPrivate equityPrivate debt and private creditLoan notes and bondsInvestment trustsOffshore bondsFine wineWhiskyPrecious metalsArt
  • Opens on: Precious metals, Whisky, Fine wine, Art, Property, Investments.
  • Included each month: The Gold, Whisky, Wine, Art, Property or Investments Monthly, in your Vault in the first week of the month.
  • Under this lens: news, Intel research, briefings and talking points are written for clients in this sector.
The Precious metals terminal
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Every lens is included.

Choose as many as you need. Your first lens sets the monthly report included in your plan; other sectors' monthlies can be added from the Vault.

Start your free trialThe alternative asset lenses in detail