Partner Events

Investment Seminars for Financial Advisers & Paraplanners - Don't miss M&G and Prudential at the Learning Matters Seminars in May!

Don't miss the upcoming Learning Matters Seminars in May, designed to give you 90 minutes of structured CPD. With speakers from M&G and Prudential, the event will cover: more...

Protection news for Financial Advisers and Paraplanners - LV=Fresh ideas on who to target & how to add juice to your IP conversations

Wake up to IP is back for 2018 IP protects against our biggest financial risk: a sudden income shock due to long-term sickness. That's why LV= believe IP is the most important protection product for UK working families. more...

Investment event for Financial Advisers & Paraplanners - Your Invitation: The Power of 3 Roadshow

Join J.P. Morgan Asset Management, Schroders and BlackRock for the 2018 Power of 3 Spring Roadshow. more...

Partner event for Financial Advisers and Paraplanners - Professional Adviser 360

Welcome to PA 360, an exciting and exclusive new event from Professional Adviser. Has there ever been a better time to be a financial adviser? more...

Investment event for Financial Advisers & Paraplanners - Save the Date: Investment F1orum - Mercedes-Benz World

BlackRock, Allianz Global Investors, Old Mutual Global Investors, M&G Investmentsand Schroders will be at Mercedes-Benz World on Tuesday 1 May 2018 for the next Investment F1orum. more...

Partner event for Financial Advisers and Paraplanners - The Utmost Technical Academies are back for 2018

Following the successful schedule of academies in 2017, Utmost are delighted to announce the dates for the first series of their 2018 programme. The forthcoming series is titled Financial Planning with Trusts and focuses on the different types of trusts in the financial planning environment. more...

Pensions and Investment events for Financial Advisers and Paraplanners - Prudential: ‘Planning Matters – delivering your client’s income needs’

Prudential are running 22 seminars across the UK between 24 January and 22 March 2018. Prudential’s Pensions and Investment experts are giving a holistic view on the needs and aspirations of clients with an emphasis on optimising customer outcomes. more...

CPD webexes For Financial Advisers & Paraplanners - Prudential’s Oracle Live webexes deliver over 30hrs structured CPD

It’s not too late to top up your own CPD or get a flavour of what to expect in 2018. Take a look here. more...

Investment Seminars for Financial Advisers & Paraplanners - 2018 Rathbones Adviser Roundtable seminars

Following the success of the 2017 Adviser events Rathbones will run a series of roundtable seminars throughout January and February. At these events Rathbones will look at the year ahead from an investment and regulatory perspective. more...

Investment event for Financial Advisers & Paraplanners - The Joint Investment Forum

We noticed you haven’t registered for the Joint Investment Forum in January 2018. We will be joined by a panel of the UK’s leading fund managers who will be on hand to share their investment ideas for the year ahead and to answer your questions. Click here to guarantee your placeat the Joint Investment Forum 2018, which is CII accreditted and will contributetowards your structured CPD hours for the year. more...

Event invitation for financial advisers and retail financial services professionals - London SRI event 'Screened, Themed and Engaged 2017'

In case you missed our earlier email, this is to invite you to our 'Screened, Themed and Engaged 2017' event at the Museum of London on 19 October. more...

Inside ETFs Europe

Taking place in London, October 23 – 25, will bring together world leading experts to debate and discuss the latest challenges facing European investors. more...

Events for Financial Advisers and Paraplanners - Why Attend the T3 Enterprise Conference this Year?

Now in its 5th year, the T3 Enterprise Conference has become the leading enterprise-focused technology conference in the financial services industry. This annual gathering is specifically designed for heads of large financial advisory firms and executives from financial services firms (broker/dealers, OSJs, RIA advisor networks, trust companies, banks, etc.). more...

Partner event for Financial Advisers and Paraplanners - Your Invitation: The Power of 3 Roadshow

Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2017 Power of 3 Autumn Roadshow. Running from 31st October - 15th November, gain insights from investment specialists on a range of relevant topics for your clients. Each event runs for 2 hours and 15 minutes and will include an informal breakfast or lunch during the first 30 minutes of registration. The events are CII accredited for up to 1.5 hours of structured learning and meet the CII member CPD scheme standards*. more...

Retirement events for Financial Advisers and Paraplanners - Just: Adviser Forums – last chance to book your place

Don’t delay. Register now for our upcoming Adviser Forums this autumn. We’ll be looking at modern retirement advice and how to help clients choose solutions that are right for their individual and changing circumstances. more...

Ethical Investment event for Financial Advisers and Paraplanners - sriServices: Screened, Themed and Engaged 2017' a Good Money Week event

The aim of the event is to help attendees develop a deeper understanding of a wide range of SRI issues and options. Delegates will enjoy a combination of presentations, small group ‘fund manager led’ round table sessions, a panel discussion and a chance to mingle at the drinks reception. more...

Partner event for Financial Advisers and Paraplanners - Save the Date - Seneca IM anniversary drinks reception - 2nd November

We would be delighted if you would save the evening of 2nd November in your calendar to join us for drinks and canapes to celebrate the third anniversary of Seneca Investment Managers. more...

Partner Investment conference for Financial Advisers and Paraplanners - BlackRock UK Investment Conference 2017

We would be delighted if you could join us for the BlackRock Investment Conference 2017 taking place in two locations, Edinburgh and Manchester, in the autumn. more...

Protection event for Financial Advisers and Paraplanners - Aviva: Register now for our 2017 Protection events

As a valued Protection Adviser, We’d like to invite you to our Round Table Events, at a location near you. The agenda will include valuable sessions on the products, services and benefits available from Aviva, which have been designed to help build better businesses together. more...

Tax and trust events for Financial Advisers and Paraplanners - The Utmost Technical Academies are hitting the road again

Following the successful schedule of academies earlier this year, the forthcoming series will focus on the financial planning opportunities created by trusts and tax wrapper selection. more...

Partner event for Financial Advisers and Paraplanners - moneyinfo Roadshow

The moneyinfo team are hitting the road in September 2017 to demonstrate how easy it is to implement your own branded client portal and apps. more...

Protection news for Financial Advisers and Paraplanners - Aviva: Our cover goes further than you may think…

With Best Doctors®, your clients can have access to global medical experts more...

Business development event for Financial Advisers and Paraplanners - LifeTalk: How IFAs & Financial Advisers Can Attract High End Clients Through Seminars, Workshops & Retreats - A Proven Formula For Success

It was a great lesson for me to learn, but it took a soaking on a wet and windy February morning in London to discover just how powerful seminars can be… more...

Partner event for Financial Advisers and Paraplanners - moneyinfo Roadshow Event – Birmingham Radisson (15th June)

Transform your business, win more clients and reduce your costs with your own beautiful branded client portal and apps. Let us show you how easy it is to take your business online with your own beautiful, branded client portal and app. more...

Auto-enrolement event for Financial Advisers and Paraplanners - The Pension Regulator: Free automatic enrolment seminars for business advisers

Join us for a free half-day seminar where our team of AE experts will take you through the essentials of AE from first principles, as well as covering areas such as re-enrolment and how automatic enrolment will affect any of your clients who have become employers for the first time. more...

Investment event for Financial Advisers and Paraplanners - DFM Alliance: An event dedicated to helping IFAs increase the book value of their business

The heat is on and this FREE, CPD eligible IFA event is only three weeks way. We have assembled some of the most influential speakers in the industry to bring you insights on the topics investment experts, like you, want to know about. By request we have also added a few more seats so you can invite a colleague. more...

Partner event for Financial Advisers and Paraplanners - Investec Wealth & Investment - Sheffield IFA Conference

Following a year characterised by political risk and economic uncertainty, we now look forward to 2017 and invite you to attend the latest in our series of annual IFA conferences. more...

Investment events for Financial Adviser and Paraplanners - DFM Alliance: Sceptical of the benefits of using a DFM? Then this event is exactly what you need

The DFM Alliance members have pooled their resources to provide an insightful day for IFA’s designed to assist in the building of your business as well as identifying and addressing some of the myths that exist around the use of DFMs. more...

Investment events for Financial Adviser and Paraplanners - Join us at the Schroders Q&A - Investment Focus events in June (6 June – 15 June 2017)

2017 is shaping up to be a year of real change on many fronts, with significant implications for investment markets. more...

Tax and pension event for Financial Advisers and Paraplanners - FundsNetwork: Paul Kennedy's taxes every which way tour 2017

Paul Kennedy, FundsNetwork’s Head of Tax and Trust Planning, is on the road again with his latest series of tax and pension planning seminars. more...

Investment events for Financial Advisers and Paraplanners - Rathbones investment update: One way or another

Stock markets continue to take an optimistic view of the risks to future earnings, but we remain gently cautious and note that there are plenty of reasons not to be complacent. more...

Investment Event for Financial Advisers and Paraplanners - Architas’ World Market Review roadshows across the UK

Continuing on from 2016, uncertainty is likely to be the key theme for 2017. Brexit negotiations and implications, further political uncertainty in Europe, what's next for the US and rising inflation are all on the agenda. more...

Investment events for Financial Adviser and Paraplanners - Rathbones: Financial Adviser Roadshows 2017

We will be hosting a series of regional seminars throughout May and June which will cover our 2017 investment market views through to IFA client segmentation models and client portfolio management. more...

Investment event for Financial Advisers and Paraplanners - Architas 'Art of multi-asset' forums – Birmingham, Belfast & Harrogate

With Brexit negotiations and their implications shadowing the UK, the impact of key European election results and inflation continuing to rise, what can your clients expect from their investments this year? more...

Investment event for Financial Advisers and Paraplanners - Architas’ World Market Review roadshows 25 April 2017 – 13 June 2017 Across the UK - Earn 1.5 hours of CPD

Continuing on from 2016, uncertainty is likely to be the key theme for 2017. Brexit negotiations and implications, further political uncertainty in Europe, what's next for the US and rising inflation are all on the agenda. more...

Tax event for Financial Advisers and Paraplanners - FundsNetwork: Paul Kennedy’s taxes every which way tour 2017

Paul Kennedy, FundsNetwork’s Head of Tax and Trust Planning, is on the road again with his latest series of tax and pension planning seminars. more...

Technical Events for Financial Advisers and Paraplanners - FundsNetwork: Paul Kennedy’s taxes every which way tour 2017

Paul Kennedy, FundsNetwork’s Head of Tax and Trust Planning, is on the road again with his latest series of tax and pension planning seminars. more...

Investment events for Financial Advisers and Paraplanners - Brooks Macdonald: Complexity and flexibility: investments, due diligence and beyond

We are pleased to announce that our Adviser Academies are returning across 11 UK locations between April and June 2017. This year we will be bringing together a range of influential speakers to dissect the complexities of the industry and discuss effective business modelling. more...

Social media event for Financial Advisers and Paraplanners - IFA Life: How To Create a Compelling & Compliant Social Media Presence for your Financial Advice Firm

Time and time again Financial Advisers tell us that they want to use Social Media more effectively - yet they are failing to see the results they hope for. So we asked our network of IFAs, financial planners and advisers what their biggest pain points are with Social Media. Here's what they revealed in order. more...

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