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.
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...
You can now sign up for the first round of Invesco Perpetual Investment Intelligence Seminars 2018
Can Goldilocks continue? In this round Invesco Perpetual provides its outlook for global inflation and growth in 2018, as well as outlining the key fundamental factors likely to determine asset...
Prudential Oracle: Regulatory special edition
In a special edition of their highly-regarded Oracle publication, Prudential look at some hot topics in the regulatory world. At their recent adviser seminar series they had Rory Percival as...
How will the Investment Landscape Look in 2018?
Read this comprehensive guidefrom Pictet AM including analysis and views by region and asset class, forecasts for growth, inflation and earnings across the globe. Headlines:- 2018 promises to be another...
Introducing Rathbones new personal inflation calculator
Under pressure? What drives inflation, where it's heading and what it means for investors. Whether your clients are accumulating for the future or drawing down on their wealth in retirement,...
