FINANCIAL SERVICES / OCTOPUS INVESTMENTS

Making Inheritance Tax easier to digest

Made with
INSIGHTS & STRATEGY
Brand Development
CRM
Digital Products & Services
ADVERTISING
Social Strategy & Content
Design & Build
The Brief

Inheritance tax is so complicated even Independent Financial Advisers (IFAs) find it challenging.


So we had to find a way to convince IFAs that Octopus Investments was on their side, and had the means to fast-track their ‘inheritance tax expertise’ in the simplest, most pain-free way possible.

Advertising Campaign for Octopus Investments. © The Animo Group Ltd.
A puffer fish is floating in the air on a blue background.
A couple of posters with a picture of a book on them.

Our strategy highlights how Octopus Investments can fast-track an IFA’s expertise, by comparing the time and effort to acquire highly specialised knowledge and skills with other fields well-known for their own extreme levels of expertise.

Print and display adverts for Octopus Investments. Headline:

The core creative concepts were then used to develop a complete suite of print and digital executions for use across the ongoing nationwide marketing campaign.

As it turns out, our friendly pufferfish was a lot more popular than we first expected!


37.7%

rate of engagement for the campaign

(versus a lifetime average of 33.4% and an industry average of 28%)


86.3%

of respondents attributed the campaign to the brand
(versus a lifetime average of 79.4% and an industry average of 56%)

But, did the campaign work?

NEXT PROJECT

DON’T PUT OCTOPUS INVESTMENTS IN THE CORNER

Some of the others we've helped along the way

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