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.
Prudential launches a new Life Events hub
Recognising that it’s important you’re there for your clients at key milestones they reach and challenges they face, Prudential have launched a new Life Events hub. It gives easy access...
Webinar: The Evolution of the Managed Portfolio Service – and the value to your clients and your business
Join George Cliff of Clever Adviser* and Ash Weston of 8AM Global* on the 8th or 10th of May at 9:30am for a discussion on new developments in managing model...
The adviser guide to Sustainable Investing – One click to access your copy
This Adviser Home guide – developed by independent commentator, John Lappin, is an excellent practical overview on sustainable investing. You can see your copy here Guide contains interviews with 6...
Your edition of Rathbones Investment Insights Q2 2018
Headline points:- • Inflated expectations - Concerns that inflation is about to take off appear unjustified • Trade wars - US tariffs could end up biting the hand that feeds...
Octopus Live 2018: Could you be helping more clients save inheritance tax?
Coming to a town near you... Octopus realise it’s pretty boring to sit and watch someone go through slides for two hours. So at this summer’s Octopus Live seminars, they’ll...
Win an Apple watch or 350 pounds John Lewis Vouchers for completing this census questionairre
This is the 6th annual census from BWD on salary and benefits in financial services. . The census report is now in its 6th year and has become a definitive...
Make things simpler with Prudentials Extracting Company Profits tool
Prudential are well known for their suite of tools and calculators, which can help generate discussions with your clients. One of their most popular tools just now is the Extracting...
The case for switching energy supplier
Until recently inertia ruled this market and energy suppliers were for “life”. But now it’s a more open market and that has to benefit the consumer – both business and...
Client tax planning. Support is on hand from Prudential
Get your questions answered To help manage client queries in the run up to the end of the financial year, Prudential’s Technical Team have put together answers to the most...
Get gifting savvy with the Octopus gifting calculator
It takes seven years before a gift becomes fully exempt from inheritance tax (IHT). Up until that point, clients making gifts could still face IHT liabilities. But with this new...
Invesco Perpetual 2018 Investment Outlooks: Available now
As we move in to the New Year – and a new set of economic uncertainties – Invesco Perpetual shares its 2018 Investment outlooks, which offer both written and video...
When it comes to your business do you feel like your energy supplier is giving you good value
Adviser Home has been working with Octopus Investments for over 6 years, sharing ideas with you on tax efficient investment solutions. However, you may not be aware of another part...
