Tools & Resources

Videos & Webcasts

Access videos and listen to recent webcasts on a variety of subject matters from our partners. Just click on the tabs to view the category you are interested in.

Investments

Architas

Aviva Investors


Fund manager updates

BlackRock


Keep up to date with BlackRock’s latest thoughts on financial markets from our leading investment professionals.

BNY Mellon


Adviser KnowHow is a new groundbreaking programme, created by Citywire in association with BNY Mellon, specifically to help you and your business. We speak directly to your peers in the industry to understand how they have addressed some of the key issues that advisers face every day of their working lives.

Fidelity


Watch and listen to our latest videos and webcasts

Legg Mason


Firsthand observations from our managers and strategists


Timely updates from our investment professionals


Watch our videos and follow us on YouTube

M&G Investments


Specifically designed to build upon your existing investment knowledge and to help develop the potential of you and your business.


M&G webcasts provide you with an opportunity to access in depth fund updates, presented by the respective Fund Managers. The presentations include an update on the fund, followed by a question and answer session, and are CPD accredited (unstructured).

NS&I


Watch videos on NS&I and industry related topics here.


Watch our videos and follow us on YouTube.

Prudential


This box set has been designed to give you an insight into Corporate investments. Many advisers have corporate clients who are retaining increased cash buffers in case of any downturn in their trade. But low interest rates mean that directors are becoming increasingly concerned about the poor returns from funds on deposit. This boxset seeks to understand directors’ overarching concerns and explores how bonds and OEICs are potentially suitable alternatives for corporate investors’ surplus cash. Once you’ve viewed the box set, visit our test centre to test your learning and get your CPD certificate.


This box set has been designed to help your understanding of OEICs. It will give you an understanding of what is meant by a collective investment scheme, consider the internal taxation of an OEIC, how an OIEC is tax internally and how it distributes income. It also looks at the implications of capital gains tax on OEICs and IHT aspects of an OIEC investment. Once you've viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate.

Rathbones


Watch or listed to the latest economic and market reviews


Regular online broadcasts on market trends, strategy, challenges and opportunities

Schroders


Get all the latest views from Schroders’ experts on current economic and market news, and tomorrow’s investment trends.

T. Rowe Price

Utmost Wealth Solutions

Offshore bonds

Pensions

Royal London


Our Review Service is designed to put more power in your hands. In a few simple steps, you can show your clients exactly how their retirement savings are doing – and what their future could look like.

Protection

LV=

Royal London


Here we share with you insights from some of our colleagues, as well as case studies from our very own plan owners.

Retirement

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Prudential


This box set has been designed to help your understanding of Annual allowance and pensions tax relief, Tapered Annual Allowance for 21016/17 and finally understand Annual Allowance planning considerations. Once you've viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate.


This box set has been designed to help your understanding of Pensions and death. Once you've viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate.

Utmost Wealth Solutions

Tax, Trusts & ISAs

NS&I


Watch videos on NS&I and industry related topics here.

Utmost Wealth Solutions