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WELCOME TO OCTOPUS INVESTMENTS

Please tell us who you are...

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The information provided on this website is only intended for:

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 * Individual investor
 * Adviser
 * Institutional investor

Login
Octopus is now a certified B Corp – here’s what it means
 * Products
      Products
      Explore our range of investments.
    * Business Relief
      Business ReliefLearn more
       * Octopus Inheritance Tax ServiceThe opportunity to pass on more wealth
         free from inheritance tax.
       * Octopus AIM Inheritance Tax ServiceThe opportunity to pass on more
         wealth and target growth.
       * Octopus AIM Inheritance Tax ISATarget growth and inheritance tax
         exemption within an ISA wrapper.
       * Corporate Inheritance Tax planningWhen a company has too much cash, it
         can affect its ability to be free from inheritance tax. But companies
         have options.
   
    * Venture Capital Trusts
      Venture Capital TrustsLearn more
       * Octopus Future Generations VCTInvesting in businesses that are helping
         to build a sustainable planet, empower people, or revitalise
         healthcare.
       * Octopus Titan VCTInvestments in tech-enabled businesses with high
         growth potential.
       * Octopus Apollo VCTAccelerating the growth of proven businesses.
       * Octopus AIM VCTsInvests in VCT-qualifying companies listed on the AIM
         index.
   
    * Enterprise Investment Scheme
      Enterprise Investment SchemeLearn more
       * Octopus Ventures Knowledge Intensive EIS Fund
   
    * Funds
      FundsLearn more
       * FP Octopus UK Micro Cap Growth FundHelping investors looking for
         long-term growth from UK smaller companies.
       * FP Octopus UK Multi Cap Income FundTarget long-term growth and an
         attractive dividend yield.
       * FP Octopus UK Future Generations FundWe’re targeting long-term capital
         growth by focusing on investing in companies, aligned with our
         sustainable investment themes.
   
    * More products
      More products
       * Octopus Portfolio ManagerAccess diversified risk-adjusted portfolios.
       * Octopus ChoiceManage your Choice account.
       * Octopus CashManage your Cash account.

 * About us
      About us
      
    * About
    * Leadership team
    * Careers

 * Educate
      Educate
      
    * Client planning
      Client planningLearn more
       * All client planningHow tax-efficient investments could help a wide
         variety of clients.
       * Estate planning while retaining accessHelp clients plan for inheritance
         tax while keeping control of their assets.
       * Tax planning for high earnersHelp high-earning clients find additional
         ways to invest tax-efficiently.
       * Planning for business ownersHelp clients respond to the tax
         implications of owning or selling a business.
       * Corporate Inheritance Tax planningWhen a company has too much cash, it
         can affect its ability to be free from inheritance tax. But companies
         have options.
   
    * Tax-efficient investments explained
    * How else we can help you
      How else we can help youLearn more
       * Intergenerational planningExplore resources you can use to support your
         intergenerational planning strategy.
       * Professional connectionsTake in the benefits of working with
         professional connections.
   
    * Introduction to responsible investing

 * Resources
 * Webinars
 * Contact

 * Products
      Products
      Explore our range of investments.
    * Business Relief
      Business ReliefLearn more
       * Octopus Inheritance Tax ServiceThe opportunity to pass on more wealth
         free from inheritance tax.
       * Octopus AIM Inheritance Tax ServiceThe opportunity to pass on more
         wealth and target growth.
       * Octopus AIM Inheritance Tax ISATarget growth and inheritance tax
         exemption within an ISA wrapper.
   
    * Venture Capital Trusts
      Venture Capital TrustsLearn more
       * Octopus Future Generations VCTInvesting in businesses that are helping
         to build a sustainable planet, empower people, or revitalise
         healthcare.
       * Octopus Titan VCTInvestments in tech-enabled businesses with high
         growth potential.
       * Octopus Apollo VCTInvestments in small businesses that have already
         achieved market success.
       * Octopus AIM VCTsInvestments in small businesses that have already
         achieved market success.
   
    * Enterprise Investment Scheme
      Enterprise Investment SchemeLearn more
       * Octopus Ventures Knowledge Intensive EIS Fund
   
    * Funds
      Funds
       * FP Octopus UK Micro Cap Growth FundHelping investors looking for
         long-term growth from UK smaller companies.
       * FP Octopus UK Multi Cap Income FundTarget long-term growth and an
         attractive dividend yield.
       * FP Octopus UK Future Generations FundWe’re targeting long-term capital
         growth by focusing on investing in companies, aligned with our
         sustainable investment themes.
   
    * More products
      More products
       * Octopus Portfolio ManagerAccess diversified risk-adjusted portfolios.
       * Octopus ChoiceManage your Choice account.
       * Octopus CashManage your Cash account.

 * About us
      About us
      
    * About us
    * Leadership team
    * Careers

 * Resources
 * Contact

Search
 * Individual investor
 * Adviser
 * Institutional

Login
 * Products
    * ProductsExplore our range of investments.
    * Business Relief
       * Business ReliefTo find out more information Click here
       * Octopus Inheritance Tax ServiceThe opportunity to pass on more wealth
         free from inheritance tax.
       * Octopus AIM Inheritance Tax ServiceThe opportunity to pass on more
         wealth and target growth.
       * Octopus AIM Inheritance Tax ISATarget growth and inheritance tax
         exemption within an ISA wrapper.
       * Corporate Inheritance Tax planningWhen a company has too much cash, it
         can affect its ability to be free from inheritance tax. But companies
         have options.
   
    * Venture Capital Trusts
       * Venture Capital TrustsTo find out more information Click here
       * Octopus Future Generations VCTInvesting in businesses that are helping
         to build a sustainable planet, empower people, or revitalise
         healthcare.
       * Octopus Titan VCTInvestments in tech-enabled businesses with high
         growth potential.
       * Octopus Apollo VCTAccelerating the growth of proven businesses.
       * Octopus AIM VCTsInvests in VCT-qualifying companies listed on the AIM
         index.
   
    * Enterprise Investment Scheme
       * Enterprise Investment SchemeTo find out more information Click here
       * Octopus Ventures Knowledge Intensive EIS Fund
   
    * Funds
       * FundsTo find out more information Click here
       * FP Octopus UK Micro Cap Growth FundHelping investors looking for
         long-term growth from UK smaller companies.
       * FP Octopus UK Multi Cap Income FundTarget long-term growth and an
         attractive dividend yield.
       * FP Octopus UK Future Generations FundWe’re targeting long-term capital
         growth by focusing on investing in companies, aligned with our
         sustainable investment themes.
   
    * More products
       * More products
       * Octopus Portfolio ManagerAccess diversified risk-adjusted portfolios.
       * Octopus ChoiceManage your Choice account.
       * Octopus CashManage your Cash account.

 * About us
    * About us
    * About
    * Leadership team
    * Careers

 * Educate
    * Educate
    * Client planning
       * Client planningTo find out more information Click here
       * All client planningHow tax-efficient investments could help a wide
         variety of clients.
       * Estate planning while retaining accessHelp clients plan for inheritance
         tax while keeping control of their assets.
       * Tax planning for high earnersHelp high-earning clients find additional
         ways to invest tax-efficiently.
       * Planning for business ownersHelp clients respond to the tax
         implications of owning or selling a business.
       * Corporate Inheritance Tax planningWhen a company has too much cash, it
         can affect its ability to be free from inheritance tax. But companies
         have options.
   
    * Tax-efficient investments explained
    * How else we can help you
       * How else we can help youTo find out more information Click here
       * Intergenerational planningExplore resources you can use to support your
         intergenerational planning strategy.
       * Professional connectionsTake in the benefits of working with
         professional connections.
   
    * Introduction to responsible investing

 * Resources
 * Webinars
 * Contact

Reading time: 3 mins


OCTOPUS IS NOW A CERTIFIED B CORP – HERE’S WHAT IT MEANS

27 Apr 2021

OCTOPUS INVESTMENTS IS IN THE FIRST WAVE OF FINANCIAL SERVICES COMPANIES IN THE
UK TO MEET THE STRINGENT CRITERIA NEEDED TO CERTIFY AS A B CORP™. BUT WHAT DOES
IT MEAN EXACTLY? RUTH HANDCOCK, CEO OF OCTOPUS INVESTMENTS, EXPLAINS.

Earlier this year, my son had his first day at school.

If you’d asked me before I had kids what would worry me on this day, I’d
probably have said it was that he worked hard in class.

As he left in his uniform – two sizes too big, naturally – all I actually wanted
was for him to find friends who would be kind to him, and for him to be kind
back to them.

It occurs to me that I’ve gone on a similar journey with how I feel about
companies.

Let me explain.


NEW SCHOOL

For a long time, the belief was that a company’s success or failure should be
judged by the numbers on its P&L. The score on the exam paper, if you will.

I now believe there is far more to the picture.

To create and sustain long term value for shareholders, so much of success is
about how you make people feel, and how you treat your environment.

People want to do business with companies that care. Companies they can trust to
do the right thing.

We’re seeing this borne out in investors’ behaviour. Investors are recognising
that backing sustainable companies does not require a trade-off with returns. On
the contrary, evidence is growing that sustainability and outperformance go
hand-in-hand.

It’s quite logical, really. Irresponsible companies that damage the environment,
mistreat their employees or damage society have their value eroded over time.
Responsible companies that understand their impact on the world will attract the
best talent, mitigate risk and drive profitable growth. It’s these sustainable
companies that are increasingly being favoured by shareholders too, giving those
companies access to capital at a lower cost.

It shouldn’t just be end investments that are assessed on their sustainability.
We need to go one step further. I believe investors should also care about the
behaviour of the companies they select to manage their investments.


CERTIFYING AS A B CORPORATION

The B Corp certification is one way of measuring a company’s social and
environmental performance. Certification requires a company to meet the highest
standards of social and environmental consideration, transparency and
accountability, to balance profit and the impact they have.

A company must regularly assess how its activities impact all its stakeholders.
Employees, community, environment, customers and shareholders are given equal
importance. And it requires companies to build stakeholder impact into their
legal structure for the long term.

Strong values have been core to Octopus since day one. So we see our B Corp
certification as a way to hold ourselves as an investment manager to ever higher
standards. It’s also a mark of the values we share with other progressive
companies, from Patagonia to Innocent Drinks, and marks us out as a company that
not only cares about investing sustainably, but acts responsibly too.


WHAT IT MEANS FOR ADVISERS AND THEIR CLIENTS

The financial services industry is built on trust. It has to be. We bear the
responsibility of looking after clients’ money, investing it responsibly and
acting in their best interests.

Investors are increasingly concerned about the sustainability of their
investments. It’s only a matter of time before they ask questions of investment
managers too. Our B Corp certification therefore helps your business in three
critical ways:

 1. Investors can be reassured their money is managed by a company worthy of
    their trust.
 2. Advisers are empowered to recommend an investment provider whose values
    align with their client’s own values.
 3. We are future oriented and set up to serve investors over the long term.

Being a B Corp is another step in giving our customers peace of mind that we
are, and will always be, a good company.

We fully expect and welcome others in the industry to follow in our footsteps.


RUTH HANDCOCK

Chief Executive Officer




YOU CAN LEARN MORE ABOUT THE IMPACT OCTOPUS GROUP IS HAVING ON ITS STAKEHOLDERS
IN OUR FUTURE GENERATIONS REPORT 2021

Download report


TAGS

BCorp


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