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.

Webinar – how can robo or automated investment advice help your business

Join Munnypot founder Simon Redgrove to discuss how more of your clients and prospective clients could benefit from simple, low cost automated investment advice. Choice of webinar dates : Register...

IHT affects more clients than you think

It’s hardly news that, after years of rising asset prices, more people are affected by inheritance tax. But it may surprise you just how big this issue now is. And...

Octopus Live: 6 big client issues of 2018 (2hrs CPD)

What options does a client have if they’re bumping up against pension limits? How can you help clients who are landlords reduce their tax bills (even after recent legislation changes)?...

Consider how robo or automated advice could help your business and expand your client reach

1. We know that it’s not cost-effective for some advisers to service clients with smaller investment pots. 2. We also know that some advisers have historic clients who may be...

Octopus Live seminars.

The autumn series of Octopus Live seminars is just around the corner. Octopus will be hosting events across the UK, focusing on key advice opportunities that will dominate conversations with...

Estate & Succession Planning with Investment Protection Options

We would like to introduce you to Stellar Asset Management, the estate & succession planning specialist. Stellar was founded by Jonathan Gain just over a decade ago to offer real...

Will your next PII renewal still offer you DB Transfer cover?

You may have seen the recent MM article where Keith Richards warned advisers that PII insurers can withdraw cover for DB Transfers at your next renewal. There is becoming an...

New RSMR Rating for Brooks Macdonald Defensive Capital Fund – join webinar with the manager

The IFSL Brooks Macdonald Defensive Capital Fund (DCF) has received the prestigious Rayner Spencer Mills Research (RSMR) rating. All of RSMR’s rated funds are subject to rigorous and ongoing scrutiny...

Octopus Titan VCT: open for investment

Octopus Titan VCT is now open for investment through a new share offer of up to £120 million. Early bird discount Investors applying for Octopus Titan VCT shares before 14...

If you have business clients, the risks they face are also your risks

Business or corporate clients can be really important to your practice so helping them understand and manage their risks is also a way of protecting your own business. Risks can...

Invesco Perpetuals Open Investment Meeting – your invitation

You are invited to join Invesco Perpetual on the morning of the 22nd September in London as 4 of their most respected investment professionals give their latest market and asset...