Business Development Updates
Selected for you to access the most valuable content we’ve shared with our adviser community. Here you’ll find a depth of insight and resources to help you and your business.
How EIS can help suitable clients and advice businesses
How EIS can help suitable clients and advice businesses Toby Band is a financial adviser and Managing Director at First Sentinel Wealth, a growing firm offering bespoke wealth management. Octopus...
Whole of market referral services for you, for the clients you may not be able to help
HUB Referral Solutions offers you easy to use referral services to consider if you have clients you can’t help, whether that’s because of needing specialist help or maybe the costs...
Venture capital opportunities accessible to your clients
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Investment opportunities in the current economy Your clients might be tempted to take advantage of high...
Just vulnerability update: tap into a range of resources
As 2023 draws to a close, you’ll be wrapping up all the great work you’ve done throughout the year, and you might be thinking about new ways to give that...
Research has revealed this about your clients
New in-person events from Octopus Investments:Investment opportunities in the current economy In research carried out by Octopus Investments, over 50% of investors surveyed said they would be willing to take...
An interview with Wesleyan’s Head of Investments
We wrote to you last month to make you aware of Wesleyan’s smoothed With Profits Growth Fund. This With Profits fund has a unique smoothing mechanism and is specifically designed...
Identifying different types of vulnerability
Identifying different types of vulnerability Just are delighted to share with you the launch of a new guide ‘Vulnerability in retirement’. Written by Tim Farmer, Clinical Director at Comentis and...
This is disrupting advice opportunities
Tax-efficient returns and the new advice landscapeWednesday, 29 November 2023 at 10 amTimes are changing and financial advisers must adapt. With interest rates on cash savings up as high as...
Webinar – Picking the winners on AIM to reduce IHT liabilities
If I'm honest, I can understand why you might have avoided investments on the London Stock Exchange’s Alternative Investment Market (AIM) over the last few months. After all, the performance...
NEW 2023 Social Care report: Independent financial adviser’s role is even more important
The Just Group Care Report 2023, “No Policy. No Planning” shines a light on the pivotal role that financial advisers play in navigating their clients through the complexities of care...
Update from Fidelity Adviser Solutions: ‘Replacement’ of the lifetime allowance
In the Spring Budget, an announcement was made that the lifetime allowance (LTA) would be 'abolished'. Following temporary arrangements for 2023/24, the full replacement of the LTA is planned from...
Smooth just got smoother in the world of With Profits Funds
You’ll know by now that we like to keep you updated with market-leading news that help you and your clients. And in the world of With Profits it feels like...
