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.
VCT capacity under pressure following Budget announcement
Open for investment: Foresight Technology VCT and Foresight Ventures VCT The Autumn Budget has introduced major changes for Venture Capital Trust (VCT) investors. From 6 April 2026, the upfront income...
Smoothing away the bumps in the market
Smoothed funds are gaining traction in the investment landscape, particularly as market volatility becomes more frequent and intense. Wesleyan’s Smoothed With Profits Growth Fund, launched in 2021, was the first...
Just’s Care Report 2025: Social Care – Stuck in the Waiting Room is live
Just have published their Care Report 2025: Social Care - Stuck in the Waiting Room. It's the 13th edition of the UK’s longest running study of its kind and has...
View your clients’ NS&I Premium Bonds wins and more
Over 1,950 advice firms in the UK have now registered to use NS&I’s dedicated online service, meaning 1 in 3 firms. Once registered you will be able to get easier...
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...