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.
Estate Planning – Case Study Sessions – Webinar for financial advisers
Estate Planning is one of the biggest issues facing advisers and their clients. So we’ve put together this event for you to look at the wider estate planning market as...
Your latest vulnerability update from Just
Sudden wealth can create vulnerability just as much as financial loss. To help support your clients in these situations, Just have brought together a range of resources, including: an on-demand...
Introduction to Business Relief | CPD webinar series
TIME Investments are excited to launch their new, CPD accredited webinar series: 'Introduction to Business Relief'. This three‑part webinar series has been designed to help advisers build a strong, practical understanding...
Here’s a round up the care planning resources from Just
The UK’s ageing population is growing. By 2040, the number of people aged 85+ is expected to rise from 1.6 million to 2.6 million (3.5% of the total population), according...
New. Adviser guide to Business Relief 2026 – In association with Octopus Investments
New. Adviser guide to Business Relief 2026 – In association with Octopus Investments Estate planning and Inheritance Tax are perhaps the biggest subjects for advisers and their clients. This new...
BDM Benchmark 2026 – Your chance to tell us what you think about BDMs and nominate your Best BDMs
This research – with Davies March – has now been established over several years and results in a valuable report which we will send to you if you take part....
Lighthouse – Investment insight from the team that manages PruFund
M&G are pleased to introduce Lighthouse, their new quarterly investment outlook designed to give you clear, practical insight into the themes shaping markets. The first edition explores what the investment...
Introduction to Business Relief | CPD webinar series
We are excited to launch Time Investments' new, CPD accredited webinar series: Introduction to Business Relief. This three‑part webinar series has been designed to help advisers build a strong, practical...
See how Fixed Term Investment helped Max, Isabella and Shane achieve key retirement objectives.
Max, Isabella and Shane all face different retirement challenges but one solution helps them meet their short and medium-term goals with certainty. Clients transitioning into or already in-retirement want financial...
Your latest vulnerability update from Just
Health conditions, whether physical or mental, visible or hidden, can affect a client’s ability to make informed financial decisions at any stage of life. Providing effective support requires recognising subtle...
Invest in high-growth UK tech and secure 30% VCT relief
This tax year is your last chance to secure the full 30% relief before the new legislation comes into effect, dropping the relief to 20% from 6 April 2026. Foresight...
Will you help with this year’s Census on financial adviser/planners remuneration?
The BWD Financial Planner Earnings & Benefits Census 2025/26 questionnaire is now live, and we’re inviting Financial Advisers and Financial Planners across the UK to take part. This concerns important...
