Partner Events

Investment news for Financial Advisers and Paraplanners - Rathbones Q1 adviser seminars

Rathbones’ annual adviser seminars return early in the new year, with 28 events taking place across the UK. The seminars will run from 14 January to 5 February. more...

Investment seminar for Financial Advisers and Paraplanners - Transparency Task Force: The woes of Woodford - who needs to learn what?

The overall purpose of this particular symposium is to shine a bright light onto the important topic of costs/charges, in keeping with TTF’s mission to help fix what’s wrong in financial services, so consumers get a better deal; and trust and confidence can be restored. more...

Investment News for Financial Advisers and Paraplanners - Schroders: The Great Wealth Transfer breakfast – Wednesday 4 December 2019

Schroders & Octopus Investments would be delighted if you would join us for The Great Wealth Transfer breakfast seminar starting at 8.30am on Wednesday 4 December at 1 London Wall Place. more...

Partner event for Financial Advisers - Transparency Task Force: Would you like to be included at our symposium on 5th November?

There is a wide range of stakeholders getting involved including politicians, policymakers, regulators, professional bodies, academics, law firms, regulation consultancies, pension schemes, asset managers, financial planners; and all types of commercial organisations. more...

Partner event for Financial Advisers - Investment F1orum

Allianz Global Investors, Merian Global Investors, M&G Investments, Schroders and BlackRock have once again joined together to host the next Investment F1orum in November 2019 at Williams Conference centre. more...

Investment news for Financial Advisers and Paraplanners - You are invited to the Invesco 2019 Investment Intelligence Seminars - 80 mins structured CPD

Register now for Round 3 of the Invesco 2019 Investment Intelligence Seminars, running from September to December with over 70 venues and dates to chose from. These are amongst the most popular events in the market - spaces go fast, so make sure you sign up! more...

Event for Financial Advisers and Paraplanners - Money Marketing Interactive Harrogate

Money Marketing Interactive is perfect for financial professionals seeking the answers to the big challenges and questions facing the financial advice community today. The one-day event offers a selection of over 15 sessions for you to choose from in order to tailor your day to your specific business needs. more...

Partner Event for Financial Advisers and Paraplanners - Defaqto: October Roadshow program: Drawdown, slowbalisation and sustainable investing

Our popular CPD Multi-asset roadshow is back. Hear the experts from Canada Life Investments, First State Investments, Orbis Investments, Royal London Asset Management, and Defaqto who will take you through the considerations when directing client money towards multi-asset solutions. more...

Partner Event for financial advisers and Parapanners - Register now for Prudential’s '2020 AND BEYOND' Seminars

Keeping up the with changes impacting us is challenging. Increased regulation and complexity everywhere means advisers need to save time whilst still maximising returns for clients. more...

Apprenticeship news for Financial Advisers and Paraplanners - NMBA Apprenticeships: 2019 start dates still available

The New Model Business Academy, part of the SimplyBiz Group, has seen it’s ever-popular apprenticeship programme go from strength to strength after receiving further funding last month from the ESFA, and launching a new course for Mortgage Advisers to sit alongside their Financial Adviser and Paraplanner programmes. more...

Events for Financial Advisers and Paraplanners - Claim your FREE ticket to the No. 1 event for VCT & EIS investors and advisers

AngelNews is offering IFAs and Wealth Managers complimentary tickets to The VCT & EIS Investor Forum 2019, which takes place in London on 21 November 2019. more...

Partner events for Financial Advsiers and Paraplanners - Horizons: Lifetime Savings & Investments 2019

Horizons: Lifetime Savings & Investments 2019 will bring together leaders in the world of pensions, long-term savings and retail investments for an exciting conference set to cover the hottest topics facing the industry, including open pensions, the pensions dashboard, DB-DC transfers, ESG, robo advice, evolving retirement solutions and more. more...

Partner event for Financial Advisers & Paraplanners - Nucleus: illuminate live

Illuminate live has been designed to provide you with access to some of the best thought leaders in the industry delivering relevant, engaging and actionable content. With no product push, the only cost to you is the time away from your desk. more...

Partner events for Financial Advisers and Paraplanners - threesixty Technology Emporiums

threesixty Services is organising a series of Technology Emporium events across the UK this Summer. more...

Ethical investment event for Financial Advisers and Paraplanners - SRI Services: Save the Date - 9 October Good Money Week event

'back by popular demand' we are currently planning our annual Good Money Week event - (primarily) intended for financial services intermediaries. more...

Protection Seminar for Financial Advisers & Paraplanners - Old Mutual Wealth: Supporting your clients when they need you the most

Join us at our 2019 protection seminar where our experts will be exploring the needs of vulnerable customers throughout the advice journey. more...

Protection event for Financial Advisers & Paraplanners - Old Mutual Wealth: Seminar invite: supporting your clients when they need you most

In the 3.5 hour seminar we will discuss the increasing FCA focus on ‘vulnerable customers’, including who might become vulnerable and what you can do to support your clients throughout their financial planning journey. more...

Retirement Roadshow for Financial Advisers and Paraplanner - Defaqto: Let’s talk PROD, sustainable investing and diversifying sources of income in retirement

Join Defaqto’s Retirement income roadshow in May in Airth Castle Stirling, Tracy Park Bristol, Mere Court Knutsford, Marriott Arden Solihull, or Tankersley Manor Barnsley. Each event is accredited by the CII for up to 2 hours and 40 minutes of structured continuing professional development. more...

Investment event for Financial Advisers & Paraplanners - News from RSMR

Spaces still open for RSMR in the City - London 2019 Our 3rd London Conference is being held at Merchant Taylors' Hall on Threadneedle Street, on Thursday 28th March 2019. more...

Retirement event for Financial Advisers & Paraplanners - Defaqto: May 2019 Retirement Income Roadshow dates revealed

Defaqto has announced dates for its annual Retirement Income Roadshow. This year, we will visit Stirling, Bristol, Mere, Solihull and Tankersley. The half day CPD accredited seminar will focus on financial planning challenges of generating income for clients. The five sessions will be delivered by speakers from Defaqto, Miton, Quilter Investors, Parmenion and Schroders Cazenove. more...

Technology event for Financial Advisers & Paraplanners - Dynamic Planner: First Annual Conference in Manchester Wows Audience

Our first ever Annual Conference in Manchester proved to be a fantastic occasion at the award-winning Manchester Central. The day was supported brilliantly by a great audience of financial services professionals. more...

Retirement events for Financial Advisers & Paraplanners - Legal & General Home Finance Breakfast Roundtables - Using Property Equity for Income

Join our product specialist, Amy Mulvey and our Head of Adviser Sales, Rob Miles at one of six locations, to discuss how you can help shape your clients’ portfolios by utilising their property equity for income. more...

Pension event for Financial Advisers and Paraplanners - Old Mutual Wealth: Pension Masterclasses: Responding to change and dealing with the known knowns

Whatever your clients envisage for their retirement, having the right plans in place is crucial to give them the confidence to enjoy it. Our 2019 pension masterclasses will explore some of the crucial planning issues you’ll need to know about when delivering pensions advice to your clients. Spaces are limited, so register now to secure your place. more...

Business Development event for Financial Advisers & Paraplanners - Kinder Institute: Join our Seven Stages of Money Maturity Workshops and Receive CE Credits!

A Model for Understanding and Developing Client Relationships A two-day workshop that will help you improve your ability to inspire clients to action toward their goals and establish broader and deeper relationships with your clients, making them clients for life. This workshop trains advisers to help their clients find freedom and financial security by developing clarity and ease around their relationship to money. George Kinder or Louis Vollebregt will be leading these workshops. The Kinder Institute’s proven method is used by thousands of successful advisers worldwide. All spoken in English unless noted under the date. more...

Investment event for Financial Advisers and Paraplanners - Register now for the Joint Investment Forum 2019

There is plenty for investors to think about as we approach the new year. Central banks across the world continue to tighten monetary policy, trade tensions are escalating between the US and China, and the UK’s exit route from the European Union is far from clear. more...

Ethical Investment for Financial Advisers and Paraplanners - sriServices and Fund EcoMarket news

This one is primarily to let you know that the videos from our 3 October 'Sustainability & Suitability' event are now available on our YouTube site that you can view here! more...

Protection event for Financial Advisers and Paraplanners - UnderwriteMe: Protection Reimagined

Whether it’s new adviser systems or the introduction of AI and Robo Advice, technology is clearly impacting the industry and changing how we work and communicate. But are you making the most of these changes? more...

Protection event for Financial Advisers and Paraplanners - UnderwriteMe: Protection Reimagined

Whether it’s new adviser systems or the introduction of AI and Robo Advice, technology is clearly impacting the industry and changing how we work and communicate. But are you making the most of these changes? more...

Protection Event for Financial Advisers - UnderwriteMe: Protection Re-imagined

Calling all advisers! Come and join us at our seminar and learn more about the future of protection and how you can keep your business modern and forward thinking as the new age of technology dawns upon us. more...

Business development event for Financial Advisers and Paraplanners - Kinder Institute: NAPFA and ACP Pre-Conference 2-Day Seven Stages of Money Maturity Workshops

A two-day workshop that will help you improve your ability to inspire clients to action toward their goals and establish broader and deeper relationships with your clients, making them clients for life. more...

Retirement Roadshow for Financial Advisers and Paraplanners - L&G: Spotlight on Income Roadshows 2018

Legal & General believe that by working alongside advisers, there is an opportunity to transform and improve the retirement marketplace with their award-winning products more...

Investment news for Financial Advisers and Paraplanners - Have you registered for M&G’s Meet the Managers Roadshow?

Don’t miss your chance to register for the M&G Meet the Managers 2018 Roadshow, a series of seminars specifically designed for our UK clients. Join M&G’s top fund managers as they discuss the economic backdrop and markets, and where they see challenges and opportunities for investors today. more...

events for Financial Advisers and Paraplanners - Don’t miss out: M&G Meet the Managers Roadshow

Join us this autumn for the opportunity to hear from M&G’s leading fund managers. With 9 venues around the country, don’t miss a chance to hear their thoughts on key macro trends and asset class performance, as well as how they translate their views in portfolio positioning and strategies. more...

Investment Event for Financial Advisers and Paraplanners - Invesco: Your invitation: Investment Intelligence Seminars 2018 Round 3

You can now sign up for the final round of Invesco Perpetual's 2018 Investment Intelligence Seminars. Make sure you reserve your space at one of the 70+ events! more...

Ethical Investment Event for Financial Advisers & Paraplanners - Sustainability and Suitability

SRI Services & partners are delighted to announce our ‘Sustainability and Suitability’ conference for financial services intermediaries, to be held in London on 3 October - during Good Money Week 2018. more...

Compliance event for Financial Advisers - Foot Anstey: Senior Managers and Certification Regime (SM&CR) webinar - 25 September 2018

In preparation, we will be running a series of updates on the new legislation, focusing on how the Core Regime under the SM&CR will operate and providing some practical advice on how firms can go about implementing the SM&CR into their organisations, the key issues likely to arise, and how to deal with them. The long transitional period provided by the FCA gives firms an opportunity to address any key issues in good time whilst minimising disruption to day-to-day business and strengthening internal governance. more...

Regulatory event for Financial Advisers & Paraplannerslation - Prudential’s Suitability Matters seminars are coming your way

Regulation is never far from the news. Whether it’s MiFID II, DB transfer advice or FCA market studies, there’s always something to keep up to date with. more...

Partner event for Financial Advisers and Paraplanners - Multi-Manager Forum: Last chance to register

Join BMO Global Asset Management, Janus Henderson Investors, Jupiter and Schroders at our nationwide Multi-Manager Forum 'Meet the Managers' events. This series, Lawrence Gosling, financial journalist, will host the events and moderate the new panel debate. more...

Investment Roadshow for Financial Advisers & Paraplanners - Continental European Equity Income Investing: The Power of 3 Roadshow

2018 has already seen substantial volatility both in markets and interest rate expectations. The market rally led cyclicals was followed in February by a sell-off in the Technology sector and then a global correction. Equities fell, paradoxically in response to economic growth being stronger and therefore an increased likelihood of rising interest rates. Technology was especially impacted by market concerns about the higher cost of debt on a sector which traditionally has more leverage. While bond yields backed up, they still remain very low in historical terms, structurally fixed in terms of the income they are able to generate and investors globally continue to bemoan the absence of easily available, secure yet attractive yield. more...

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