Octo Members is the fastest-growing UK private social network app for and by financial services professionals. Together we’re creating the largest, most comprehensive community-generated collection of ideas and world-class content created exclusively by and for our members. We invite you to join over 3800 of your peers to Connect. Share. Engage.
Become an Octo Member
Together we’re creating the largest, most comprehensive community-generated collection of ideas, experiences and world-class content created exclusively by and for our members.
Save precious time by accessing some of the profession's best content and thought leadership in one place.
Address the real issues affecting you and your clients within a safe and secure private network. Join thousands of members in supportive, engaging information and debate. No fake identities, nicknames or bad behaviour. A network of professionals.
Hundreds of hours of accredited CPD available by video, podcast and article.
User Generated Content. It’s time for you to lead the debate.
Christine Lagarde, Joseph Stiglitz and Howard Davies to name but a few of the many economics and business contributors we showcase daily on the app.
Advice, asset allocation, economics, investments, practice management, personal development, behavioural insights, marketing and regulation, all in one place. We are already supported by over fifty progressive firms who are firmly committed to the future of advice.
We’ll be providing Octo’s take on things through our own multi-award winning contributors, who include John Lappin and Sam Shaw.
UK financial services professionals and those interacting in a professional capacity with financial services are invited to request to join this private community
The first story has been submitted by a supporting financial planner to firstname.lastname@example.org in response to the call to action by @AlanJLSmith for written examples of financial planners helping their clients. More details can be found here https://t.co/QulOWyUueo #fpstories pic.twitter.com/DlCfbsy69G
— @octomembers (@octomembers) October 26, 2020
Tickets for our flagship event for and by practitioners, #ProgPlan23, are going fast so to grab your seat to hear from eight great financial planners, two keynotes and experience a whole lot more networking and progressive thinking just follow this link; https://t.co/2zcE1KIJsn pic.twitter.com/4EQ2anEbIg
— @octomembers (@octomembers) June 5, 2023
New video on Octo: we are very pleased to have @JonPittham of @KarmanDigital and @ClientsFirstUK talking to us about ‘The Tech-Savvy adviser’ and the effective use of digital tools to attract and retain clients. App or desktop and heartily recommended viewing #forpractitioners pic.twitter.com/WCYagctzlI
— @octomembers (@octomembers) June 21, 2023
We are really pleased to have @kingjak joining us as a speaker at ProgPlan ‘23 to share his insights on what progressive planning means to him. James is a massively experienced financial planner so it’s sure to be a great session. We hope to see you there. Tickets via the QR code pic.twitter.com/Zyy500EMl8
— @octomembers (@octomembers) June 22, 2023
#aphasiaAwarenessMonth We are very pleased to again have me participating on the sep 14th in London, particularly as @octomembers have an award for a progressive planner named after him having contributed so much to the financial planning profession @SayAphasia pic.twitter.com/A2QHqjxHlF
— Nick Cann BEM (@Nickcanncfp) June 15, 2023