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: Making sense of the Autumn Budget with Octopus Investments
For professional advisers and paraplanners only. Not to be relied upon by retail investors. The Autumn Budget is fast approaching. While the headlines will take time to settle, the key...
Fidelity introduces new Flexible Investment and Retirement Solutions
No matter what life stage a client may be in, they will inevitably have a range of different needs – some goals may have a short time horizon while others...
You’re Invited: TIME’s live response to the November 2025 Budget – CPD Webinar
TIME Investments are pleased to invite you to their response to the November 2025 Budget webinar. Thursday 28 November 2025 10:00 – 11:00am 1 hour of structured CPD Register here...
Introducing Fixed Term Investment on Fundment
Fixed Term Investment is Just’s new innovative solution that produces guaranteed income and/or capital growth at maturity, for a choice of fixed-term periods, in an on-platform personal pension. It’s available now alongside...
7 Practical Checklists
This new Guide written by adviser Home Director, Vince Smith-Hughes, is full of insight and expert comment. It’s available on an open access basis as we believe the subject to...
New webinar: Octopus Apollo VCT launching soon
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Key risks to keep in mind: The value of an investment in Octopus Apollo VCT, and...
Catch up on the insights from Octopus Live 2025
Last month saw the second edition of Octopus Live in the Capital – what a day it was! In 25 years of supporting advisers, Octopus Investments has never witnessed a...
Business Development in Business Relief – a new Adviser Home Guide
This new guide is all about ways to help you with your business development in this area of growing importance to adviser and their clients. Full of expert input from...
Coming Soon: Introducing Fixed Term Investment on Fundment
Fixed Term Investment is Just's new innovative solution that produces guaranteed income and/or capital growth at maturity, for a choice of fixed-term periods, in an on-platform personal pension. It’s coming...
Simplify retirement advice with one solution
M&G are delighted to announce that the Prudential Guaranteed Income Plan is now available to new clients of the Prudential Retirement Account, alongside PruFund and over 650+ investment options. This...
AIM Growth Barometer: navigating new opportunities and challenges in today’s market
For professional advisers and paraplanners only. Not to be relied upon by retail investors. What's driving AIM's next chapter? Octopus Investments’ latest Growth Barometer report reveals key trends shaping the...
Why are advisers talking about blended retirement solutions?
“The psychological reassurance to the client was just as valuable as the financial security it gave…” – Sam Whybrow “… that knowledge that there's a guaranteed source of income that's...
