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.
Octopus Live in the Capital Event
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Octopus Investments is pleased to invite you to their flagship conference, Octopus Live in the Capital...
Integrating behavioural finance in retirement planning: Hear insights from Oxford Risk
Understanding a client’s financial and emotional needs is essential in retirement planning, especially when they move from accumulation to decumulation. Oxford Risk’s ‘Retirement Income Suitability’ solution is designed to help...
Navigating policy shifts: Tariffs, Market Volatility and Quarterly PruFund update
Tuesday 27 May – 3pm ‘Join M&G for a wide-ranging investment analysis at a vital moment’ Markets are shifting, investors are on edge, and now more than ever, your expertise...
Secure Lifetime Income new death benefit feature: Toggle to meet your clients’ needs
Just are serious about listening to and acting on feedback from the retirement advice community. As a result, they’ve enhanced the death benefit feature of their Secure Lifetime Income solution...
Smoothing volatility for 20 years, helping you provide clients with peace of mind
PruFund is like a super tanker navigating through volatile waters – steady, reliable, and built to endure. It’s not about chasing the highest returns but providing a solid foundation for...
Adviser Home Technical Briefing
Alternatives in Tax Efficient Pension Drawdown This 6 page Technical Briefing is essential reading and reference for your work with clients in and around retirement. It looks at: The implications...
Fidelity introduces a new guaranteed lifetime income option within drawdown
Fidelity introduces a new guaranteed lifetime income option within drawdown As part of Fidelity Adviser Solutions’ ongoing commitment to providing you and your clients access to an ever-growing choice of...
Bite-sized video series: How can guaranteed income ease retirement anxiety?
Look who’s talking about blended retirement solutions. Dr Greg Davies, Oxford Risk’s Head of Behavioural Finance shares how a secure income stream can help clients feel more in control of...
Your latest vulnerability update from Just
You've recorded your client's vulnerable circumstance. Job done - right? Well, according to Beth Yolland-Jones, Clinical Lead at Comentis, recording your client's vulnerability should be part of an ongoing journey...
New – An Adviser Guide to Business Relief
This new Adviser Home Guide, written and edited by Lisa Best Adviser Home Director Tax Efficient Solutions, is a comprehensive guide to BR taking account of the impact of the...
6.55x tax-free exit highlights the power of EIS
Award-winning Seed and Enterprise Investment Scheme investment manager has just shone a light on S/EIS as a viable solution in the current context of stagnating growth and rising tax burdens....
Why are Oxford Risk talking about blended retirement solutions?
Look who’s talking about blended retirement solutions. In this video, Oxford Risk’s Head of Behavioural Finance, Dr Greg Davies and Just’s Director of Retirement Income Distribution, Jean-Paul Grenade discuss how...
