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.
We would like to hear your views on PI
We know that many advisers have strong views on PI insurance and by taking part in our research you will help us gain a deeper understanding of your requirements. This...
Easier protection business
LifeQuote Protection Service helps you write more protection business by saving you time and money LifeQuote boasts the best quotation technology in the UK for protection A full tele-underwriting service...
Protection – Handling objections
No. 1 - "I can’t afford it" One objection many people have is that they can’t afford it. In response: Ask your client if they could imagine taking a 1%...
IHT planning strategies – Structured CPD Learning
Treasury statistics show that last year, one in 20 people were affected by inheritance tax. Octopus Investments IHT business line manager, Mark Williams interviewed by Mark Colegate for Akademia, explains...
Tony Wickenden explains BPR
Technical Connection’s Tony Wickenden explains BPR and its role in estate planning, in this helpful video from Octopus Investments. View here>>
Who earns what in Financial Services?
BWD, our partners for Professional Qualification support have produced their second annual Census looking at salaries, total earnings and benefits in the UK financial services sector. Fascinating reading – covers...
Professional Connection Workshop
Our research tells us that working with Professional Connections is important to the IFA market. You may already have relationships in place or you may be starting from scratch. Which...
The Inducements question – what’s in and what’s out?
The FCA paper on inducements, here for your reference continues to cause much debate. Here’s a couple of views for you. And one from us, expressed in Professional Adviser’s Armchair...
Budget – FCA guidance
The FCA has issued further guidelines, relevant for all those involved in the at retirement market. View here>>
How the 2014 Budget creates opportunities for advisers
From Octopus Investments. George Osborne’s 2014 Budget was one of the most significant ever for savers and investors – so here are answers to some of the key questions advisers...
Budget reaction from City Trustees
Budget reaction from City Trustees including the full HM Treasury Consultative Paper on Pensions Reform. View here>>
New Investment Software from Selectapension – Join the Webinars
Adviser Home has worked with Selectapension from the start and we are pleased to see it expand its scope to include new investment tools. In brief: • The new Asset...
