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.
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...
One month to go – full agenda released!
For professional advisers and paraplanners only. Not to be relied upon by retail investors. With less than one month to go, the countdown is on! Octopus Investments have shaped a...
PruFund Power Hour: Quarterly update and investment intelligence unlocked
As M&G ramp up their ambition to distribute their flagship PruFund range of funds now exceeding £65 billion in assets, they’re inviting you to join this exclusive online event. Whether...
Don’t increase the cost of delay: Government moves forward with IHT and BR plans
The government has confirmed it will proceed with significant inheritance tax (IHT) reforms. These include bringing most unused pension funds into scope for IHT from April 2027 and introducing a...
New 2025/2026 vulnerability training is available – refresh your knowledge today
The popular Consumer Vulnerability in Later Life online training provided by Just with content created by SOLLA, is updated for 2025/2026. This latest version includes the safeguarding considerations for clients...
See how John reduced withdrawal risk with a guaranteed income producing asset
Markets making your clients nervous? Meet John – 65, retired and risk-averse. John retired with £500,000 but still felt financially anxious—market dips and a costly home repair shook his confidence....
How are you engaging with the growth clients of the future?
Recent research published by M&G shows women are under-engaged with investing compared to men. This is despite the fact that over the coming years, women are likely to create and...
The Prudential Guaranteed Income Plan
Are you ready to offer your clients a financial solution that fits like a perfectly tailored suit? Here’s the new Prudential Guaranteed Income Plan from M&G – a bespoke approach...
Webinar – Estate planning: the questions keeping advisers up at night
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Good morning Hannah Thursday 24 July 11 am From pensions and the order of estate planning,...
