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Octopus sets up online training academy

Octopus Investments has launched an online training resource for IFAs, financial planners and undergraduates to boost expertise in tax-efficient investments.

The Octopus Academy provides information on a broad range of investment products, including enterprise investment schemes, venture capital trusts and other forms of investment in business property relief qualifying assets.

The portal includes a range of investment examples and interactive case studies to show how to use these products effectively as part of a financial solution.

Users undertake testing modules to underpin professional development targets and/or compliance objectives and to boost their knowledge in the structures. The academy has been tested in over 100 financial firms and several hundred advisers are using the portal.

The academy will also be made available to undergraduates studying finance at selec-ted UK universities through a partnership with the Institute of Financial Planning.

Octopus Investment Business director Karl Jentoft says: “We have been delighted by the positive response and our intention is for the site to become the defacto e-learning site for IFAs and students within the UK.”


Sense of gilt

Gilts may have had a popular year in 2008 but it turns out that they have done better for longer than just that. According to the latest Barclays Capital Gilt & Equity study, they have provided the best average annual rate of return for the past 20 years, returning 5.5 per cent a year compared with a 4.6 per cent gain from the FTSE All-Share and 3.5 per cent for cash.

Aegon downgraded to negative

Rating agency Moody’s has downgraded Aegon to negative after the firm reported an expected fourth-quarter loss of £1.08bn and an underlying loss before tax of £179m in its preliminary results on Tuesday.

Half of top firms have funds under £50m

Advisers have raised questions over the efficiency of leading fund firms after research from Money Marketing found that almost half still run over 10 funds with less than £50m in assets.

People on the move: Distribution 19/02/2009

Former Ascentric director and co-founder Michael Fordham has joined IHT specialist and fund manager The Way Group as managing director of business development.


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