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.
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...
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...
