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.
Smart ways to grow your tax-planning business
Join an Octopus workshop today Find out how tax-efficient investing could benefit your clients at an Octopus tax-planning workshop including: How investing in Venture Capital Trusts (VCTs) supports some of...
Enhance your client service and streamline your own business process
Enhance your client service and streamline your own business process If you can achieve both at the same time then everyone wins. Transact’s Investor Authorisation (IA) functionality allows you to...
Free guide to Investment Strategies powered by Global Mega Trends
Order your free copy of this definitive guide to Thematic Investing This Guide to thematic investment driven by global mega trends offers a new way of developing your clients’ investment...
Is there a case for clients transferring from their DB schemes
Pensions Freedom has caused a number of clients to reconsider their Defined Benefit pensions, attracted to greater access to their pension funds. But the transfer analysis process is complex and...
Octopus Titan VCT: backing Britain’s brightest businesses
With over £300 million in assets under management, Octopus Titan VCT is the largest Venture Capital Trust (VCT) in the UK*. It targets high levels of capital growth, with a...
Developing your Protection Business – Free Guide
The massive protection gap is well documented and suggests that your practice almost certainly has potential for more protection business. The summer period is always a good time to make...
Brooks Macdonald Regional Investment Lunches
You are invited to Brooks Macdonald Regional Investment lunches – please reserve your place. Join Brooks Macdonald and fellow financial advisers and wealth managers for these September Investment Lunches –...
Access to NewsBrief – our monthly round up (1 hour CPD)- with a strong Brexit flavour!
Access this convenient, independent summary of Referendum consequences for financial advisers. NewsBrief is published each month and available exclusively through Adviser Home. To register for the July Edition and ensure...
Wanted: Ambitious professional advisers seeking a life in the sun
Our clients, Blevins Franks, are seeking professional financial advisers to live in a choice of attractive Mediterranean locations and work with affluent expatriate clients. If the idea of working abroad...
BREXIT – What to do now?
Thinking about best practice for advisers in the ever evolving aftermath of last week’s vote. Here are some thoughts – we hope you’ll find some of use in your business....
A Brexit Blog from Octopus investments
The likely implications of the Brexit vote, as well as Octopus current portfolio positioning and any potential investment opportunities. This blog has been approved for use with investors, so please...
Watch this Brexit reaction video now
Just 20 minutes – a morning after reaction from Pictet – just register and you will go straight to the webinar recording – whatever time suits. Register and view here>>
