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.
Introducing The Knowledge Base. A deep dive on estate planning from Octopus.
For professional advisers and paraplanners only. Not to be relied upon by retail investors. With inheritance tax receipts rising, and recent Autumn Budget changes in inheritance tax rules it can...
Discussing vulnerability. The impact of cognitive decline
In Just’s new video, Martin Lines, Development and Events Director at Just and Beth Yolland-Jones, Clinical Lead at Comentis, talk about cognitive decline. Hear what they have to say about:...
Compare your salary and earnings with your peers – and a chance to win £250 in Amazon vouchers
The 2025 BWD Salary Census is now open and we would like to invite you to take part in this year’s survey. Your input helps drive deeper insights into how...
Just and Oxford Risk joining forces to model better retirement outcomes
Just has joined forces with Oxford Risk to support their new ‘Retirement Income Suitability’ software solution. The partnership enables financial advisers and wealth managers to determine how much guaranteed income...
Why consider Octopus Apollo for your clients this tax year?
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Not all VCTs are created equal Fundamentally, all Venture Capital Trusts invest in early-stage companies with...
Tax planning considerations following Labour’s first Budget
There's still time to register for Fidelity Adviser Solutions’ live webinar taking place on Thursday 23 January at 10.30am. With fundamental changes to pension legislation – abolition of the lifetime...
Why are Invesco talking about blended retirement solutions
Look who’s talking about blended retirement solutions. In this video, Invesco’s Head of Multi-Asset Strategies, Georgina Taylor and Just’s Retirement Income Distribution Director, Jean-Paul Grenade explore the need for holistic...
Why VCTs should be on your agenda for tax year end
For professional advisers and paraplanners only. Not to be relied upon by retail investors. VCTs have increased in popularity over the 30 years since they were introduced. But why are...
Look who’s talking about blended retirement solutions
A growing community of advisers and professional investment managers are treating wealth decumulation differently from accumulation by taking a fresh approach to blending retirement solutions.They’re recognising it can help mitigate...
Don’t miss out! Octopus Investments post-Budget webinar – this Wednesday at 11 am
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Estate planning moving forward - how the Budget could impact what you recommend The Autumn Budget...
Register to start the free vulnerability training 2024 version
The popular Consumer Vulnerability in Later Life online training provided by Just with content created by SOLLA, has been updated for 2024, with an emphasis on having better conversations and...
Just’s Care Report 2024 – why social care planning remains urgent
Just have published the Care Report 2024 - Groundhog Day. This latest edition provides fundamental insights into the challenges in social care funding. It highlights the need for clients to...
