Octopus Investments

Only 1 in 10 Planners expect to retain assets on wealth transfer

Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.

Later life adviser group ties up deal with Octopus

SOLLA Enterprises, part of SOLLA (the Society of Later Life Advisers), has announced a marketing tie-up with Octopus Investments to promote its growth in the later life adviser market.

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