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.
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,...
The Great Advice Shift is here – are you ready? Join us at Octopus Live 2025.
For professional advisers and paraplanners only. Not to be relied upon by retail investors. With just under two years to go until a major shift in pension legislation, the countdown...
Will you help us with our new retirement planning research
Give your feedback for a chance to win £250 in Amazon Vouchers.We know that for almost all advisers the retirement market is central to their practice. Over the last few...
Your latest vulnerability update from Just
A vulnerable circumstance is the same as a vulnerability… or is it? According to Beth Yolland-Jones, Clinical Lead at Comentis, they're not the same. Vulnerable circumstances or events can impact...
Tax Wrapper Comparison Tool
The reduction of Capital Gains and Dividend allowances following the 2022 Autumn Statement has made tax planning more challenging. But now, there's a solution—M&G’s upgraded Tax Wrapper Comparison Tool!Designed to...
