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.

Canada Life: What’s on your client’s retirement bucket list?

Everyone’s retirement plans look different, so Canada Life has launched a series of insights to show you how their 5* Defaqto rated Retirement Account can give your clients the retirement...

Events Promotion with Adviser Home

Engaging with advisers through events – face to face and digital – is essential for all providers. We can partner with you to help ensure you get the advisers you...

Octopus Investments – A call for fresh advice

The Estate Planning Landscape in 2022 With inflation at a 40-year high*, and inheritance tax allowances...

JUST – Have you joined the lifetime mortgage revolution?

The lifetime mortgage revolution is here. More and more lifetime mortgage advisers are joining the revolution to change the market - with four out of five believing medical underwriting improves...

PruAdviser – With-Profits Stewardship Report

We're delighted to share Prudential’s first With-Profits Stewardship Report, aimed at giving you and your clients an insight into how they’re looking after your money. It's for those clients that...

Adviser business TWO YEARS FROM LOCKDOWN ONE Advice 2022

OverviewWe undertook this research with the Adviser Home community to establish how advisers were responding to the new conditions – 24 months on from the first lockdown. This time last...

Octopus Investments – The estate planning landscape in 2022

A return to high inflation, along with frozen tax allowances, has important implications for inheritance tax. UK families are now forecast to pay an astonishing £37 billion in inheritance tax...

The Prudential 2022 Family Wealth Unlocked Report

Following the resounding success of the 2021 Wealth Unlocked report, Prudential commissioned further consumer research for 2022. Given the importance of intergenerational wealth transfer to advisers and their clients, last...

See why four in five lifetime mortgage advisers are revolting (in a good way)

A revolution is happening in the lifetime mortgage market and it offers benefits to you and your clients. Just recently surveyed over 130 lifetime mortgage advisers about their attitudes to...

Octopus Investments – ”My clients are always talking about it”

Investments in early-stage companiesRecently, Octopus Investments sat down with a financial adviser to discuss one area of investing that’s helped his clients and business considerably.Sunny Sonpal is an adviser based...