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.
Updated Just interactive client scenarios: See how a new asset improves outcomes across a range of retirement scenarios
You’ll probably recognise John, Geoff, Cynthia and Peter. That’s because they’re a collection of scenarios Just created last year showcasing examples of clients approaching or in-retirement taking income from their...
New estate planning webinars from Octopus
A new series on estate planning Adding value to clients’ financial plans isn’t easy. It requires successfully navigating the rises and falls of the economy, the twists and turns of...
Join the ‘Cradle to grave wealth management’ regional workshops
Just have teamed up with Timeline and Praetura Investments at this series of events from 2 to 7 July. Join them to hear about the impact of the FCA Thematic...
Retirement income advice in a changing regulatory landscape
In this 45-minute webinar, Fidelity Adviser Solutions’ panel of experts will consider the FCA’s Thematic review of Retirement Income Advice market and what the implications are for advice firms. They...
Will you take part in our study into the tax-efficient investment market?
Will you take part in our study into the tax-efficient investment market?We offer a prize draw of £200 Amazon Vouchers and a copy of our completed report. The tax-efficient investments...
Helping clients explore all possible alternatives to Equity Release
HUB Financial Solutions specialise in providing expert advice on equity release. They’ve helped over 80,000 people decide if it’s right for them. To date, HUB Financial Solutions have enabled customers...
Look beyond ratings for an in-depth understanding of investment risk
Now more than ever, it’s a good idea for advisers to look further than ratings to fully understand how investment funds align with their clients’ specific risk profile. Risk ratings...
Why this adviser is an advocate for Business Relief.
Jessica Tivey is a financial planner at a boutique firm in London that specialises in high net worth clients. Octopus Investments sat down with her to discuss her experience of...
Reasons to consider referring a client for retirement income planning
HUB Financial Solutions specialise in retirement income planning. To date, they’ve helped over 60,000 clients with their retirement income planning.By referring your clients to HUB Financial Solutions, you can:1. Support...
Bite sized video series: Guaranteed income and investment risk – how much of each?
Guaranteed income and investment risk: How much of each? Oxford Risk's white paper, is summarised in this latest series of bite-sized clips for when you're short on time. The paper...
BDM Benchmark 2024 – Tell us what you think about BDMs
An independent study carried out with Davies Marsh Search & Selection Ltd We know that in most cases the BDM you deal with is the main contact point for the...
Are you ready? EIS at tax year end
For professional advisers and paraplanners only. Not to be relied upon by retail investors. The Octopus Ventures EIS opportunity at tax year end With the tax year end around the...
