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With just under two years to go until a major shift in pension legislation, the countdown to April 2027 has well and truly begun.
If you’ve been keeping an eye on the proposed changes, you’ll know this isn't just another policy update. It’s a moment that’s set to reshape the advice landscape - especially when it comes to intergenerational planning and wealth transfer.
From that date, unused pension funds will begin to fall within inheritance tax. That means the familiar ‘touch pensions last’ strategy may no longer be the most effective route. For advisers, this presents a challenge but also a real opportunity.
This is just one of the major shifts Octopus Investments will be unpacking at Octopus Live in the Capital - their flagship event designed to help you navigate change and thrive in what Octopus are calling The Great Advice Shift. They’ll also be joined by a leading expert from the pension space to help you get ahead of the 2027 curve and guide impactful client conversations today.
Tuesday, 23 September 2025 - Barbican Centre, London
Expert speakers, panel sessions, and five CPD hours
Throughout the day, Octopus Investments will also explore how to unlock high-value opportunities in your client bank, power growth through private markets, and build a more adaptable advice business.
Register now
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