Partner Events

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...

Investment Events for Financial Advisers and Paraplanners - M&G: Learning Matters Seminars

M&G are back with their Majoring on the Macro roadshows. Returning for the second successful year, come and hear fund-free discussions on: more...

Investment webex for Financial Advisers and Paraplanners - Prudential: March 2017 Budget webex

It's that time of year again when the Chancellor of the Exchequer Philip Hammond will deliver the first of two Budgets this year to Parliament. This first one will take place on Wednesday, 8 March. more...

Investment webcast for Financial Advisers and Paraplanners - BlackRock Natural Resources Growth & Income Fund webcast

Join Skye Macpherson, Director and Portfolio Manager within the BlackRock Natural Resources team for a live and interactive webcast on Tuesday 7th March. more...

Partner event for Financial Advisers and Paraplanners - Register now – Architas’ World Market Review UK Roadshows, commencing March 2017

Architas’ World Market Review Roadshows | Earn 1.5 hours of CPD Continuing on from 2016, uncertainty is likely to be the key theme for 2017. With Brexit negotiations in full swing, further political uncertainty in Europe and rising inflation on the agenda. Join us at our series of roadshows where our investment professionals will present their views on how these topics may impact the major asset classes and what this might mean for your client’s investment portfolios in 2017. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald 2017 Academies

Complexity and flexibility: investments, due diligence and beyond. We are pleased to announce that the Brooks Macdonald Adviser Academies are returning across 11 UK locations between April and June 2017. more...

Investment event for Financial Advisers and Paraplanners - Transparency Symposium Featuring "The Massive Active/Passive Debate"

If you haven’t already done so please be sure to secure your place soon at our next Transparency Symposium on 8th February, in London. We have a truly fabulous line-up of speakers including Richard Harrington MP, Pensions Minister. more...

Auto-enrolement event for Financial Advisers and Paraplanners - Aviva: Sign up now for an auto-enrolment seminar near you

According to The Pensions Regulator statistics, it's estimated that over 395,000 small businesses are due to stage for auto-enrolment in 2017. more...

Investment and pension event for Financial Advisers and Paraplanners - Prudential: Minimising risk and maximising certainty seminars

Prudential are delivering 19 seminars around the country to help advisers find a way through the uncertainty in investment markets, and to aid effective pension planning. more...

Protection event for Financial Advisers and Paraplanners - You are invited to the VitalityLife Launch 2017

Time is running out to secure your place. Register now via the link below to attend one of these exclusive events: • London - Wednesday 25th January • Manchester - Thursday 26th January • Leeds - Friday 27th January • Glasgow - Monday 30th January • Birmingham - Tuesday 31st January • Southampton - Wednesday 1st February • Newport - Thursday 2nd February • Belfast - Tuesday 7th February more...

Partner Masterclass for Financial Advsiers and Paraplanners - James Hay February Masterclasses – Register Now

James Hay is holding its next series of Technical Masterclasses throughout February. These are small, regional events, which focus on technical issues that could affect your clients this year. more...

Investment News for Financial Advisers and Paraplanners - Prudential: Minimising risk and maximising certainty Seminars

Prudential are delivering 19 seminars around the country to help advisers find a way through the uncertainty in investment markets, and to aid effective pension planning. more...

Transparency Symposium; featuring "The Massive Active/Passive Debate"

A key part of the FCA’s Asset Management Market Study is of interest to you, because Pensions Minister Richard Harrington MP is going to be speaking at our next Transparency Symposium; an event featuring "The Massive Active/Passive Debate". more...

Investment events for Financial Advisers and Paraplanners - Speakers Announced - Alpha Generators 2017

We are delighted to announce the dates for the 2017 Alpha Generator's Roadshow, now in its eighth consecutive year. more...

Investment events for women Financial Advisers and Paraplanners - Boring Money: Women Invest Too

There's still time to book for Women Invest Too on Tuesday 29th November 2pm onwards. This successful female only event (sorry boys!), brought to you by Holly Mackay and the Boring Money team, has been helping careers and business over the years, growing in numbers and calibre of speakers. more...

Investment News for Financial Advisers and Paraplanners - Architas' The art of multi-asset forum

Fund selection isn’t easy. From the thousands of funds out there how do you know which ones to choose to help meet your clients’ goals and aspirations? more...

Tax Techtalk for Financial Advisers and Paraplanners - Scottish Widows: Register for our Tax planning with protection insurance MasterClass

In this Techtalk MasterClass, we focus on Tax planning with protection insurance. Register now and watch it live on the 8th November at 10.30am -11.30am. more...

Investment News for Financial Advisers and Paraplanners - James Hay: Technical Masterclasses – regional events

In light of chaos caused by the EU Referendum, the fall in value of the pound and ahead of the new Chancellor's Autumn Statement, advisers are faced with an increasing number of challenges. For example; how do you ensure that pension planning for high net worth clients remains tax efficient? more...

Investment event for Financial Advisers and Paraplanners - The Power of 3 Roadshow: A long history of serving UK investors

Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2016 Power of 3 Autumn Roadshow. Running between 8th and 24th November, gain insights from investment specialists on the UK, property and absolute return topics for your clients. Each event runs for 2 hours and 15 minutes and will include an informal lunch, breakfast or afternoon tea 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...

Protection Event for Financial Advisers and Paraplanners - Grab the last few tickets for the Protection Review Summit

At this 2 hour debate, the topic is: “Our approach to critical illness cover needs to fundamentally change if are to get back to growth.” more...

Partner events - The Smarter Business Roadshow 2016

Do you want to gain valuable insights into improving business performance and consequently deliver better outcomes for your clients? more...

Investment events for Financial Advisers and Paraplanners - Invitation: Investment F1orum, Williams F1 Centre

Allianz Global Investors, BlackRock, M&G Investments, Schroders and Old Mutual Global Investors are delighted to invite you to the Investment F1orum, taking place on Tuesday 15th November 2016 at the Williams F1 Conference Centre. A selection of renowned figures from the fund management industry will share their thoughts on potential opportunities to outperform, and discuss strategies that aim to benefit your clients. Following the presentations, you will have the chance to put your questions to our speakers during an extended Q&A panel session. Please find below speaker details and presentation topics more...

Investment Event for Financial Advisers and Paraplanners - BlackRock regional conferences

BlackRock Investment Conference 2016 7-8 November 2016, Manchester and Edinburgh We would be delighted if you could join us for one of the BlackRock Investment Conferences this autumn. more...

Investment events for Financial Advisers and Paraplanners - Sri Event Invitation:

Event Invitation: "Screened, Themed & Engaged 2016" I am delighted to invite you to attend "Screened, Themed & Engaged 2016" our Fund EcoMarket, friends and partners ‘Good Money Week’ 2016 event. Attendees will hear from - and have the opportunity to speak with - a wide range of SRI & ethical investment specialists, fund managers and service providers at a series of presentations, round table sessions and a panel discussion. The event will take place on 9 November in London. Keeping you informed about Sustainable, Responsible & Ethical Investment more...

Pensions event for Financial Advisers and Paraplanners - RLAM: Meet the managers

Following the launch of the Royal London Global Multi Asset Portfolios (RL GMAPs) in March this year, RLAM are delighted to invite you to join them to the ‘meet the managers’ behind these strategies. RLAM’s breakfast briefing is taking place on Wednesday 19 October at the City of London Club, details below. more...

Investment events for Financial Advisers and Paraplanners - The Power of 3 Roadshow

Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2016 Power of 3 Autumn Roadshow. Running between 8th and 24th November, gain insights from investment specialists on the UK, property and absolute return topics for your clients. Each event runs for 2 hours and 15 minutes and will include an informal lunch, breakfast or afternoon tea 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...

Training for advisers - Kinder Institute: EVOKE® 5-Day Life Planning Training

Don't miss the 5-Day EVOKE® Life Planning Course – Applying EVOKE® Life Planning Methodology to Client Engagements. George Kinder developed the Kinder Institute’s revolutionary approach to client communications -- this is your chance to learn new skills and raise your technique to the next level. more...

Retirement seminars for Financial Advisers and Paraplanners - Prudential: Retirement Solutions - assisted by technology

Prudential & O&M have combined forces to deliver 37 seminars which will show how technology can aid, improve and make the suitability process more consistent. more...

Investment event for Financial Advisers and Paraplanners - Invesco Perpetual: Open Investment Meeting – October

Join Nick Mustoe, Chief Investment Officer, John Greenwood, Chief Economist at Invesco Ltd., and three of our key fund managers as they share their latest market and asset class views and insights at Banking Hall in London, on Friday 7 October 2016, at 11am. more...

Better Business events for Financial Advisers and Paraplanners - NMBA: Business Evolution Forums

second round of Business Evolution Forums are now available to book on! more...

Investment Event for Financial Advisers and Paraplanners - BlackRock Investment Conferences

This is your opportunity to hear from our leading portfolio managers as they offer their unique insights into investing in today’s low yield, low growth markets and outline some compelling solutions for you and your clients. more...

Investment webex for Financial Advisers and Paraplanners - Prudential: Planning matters - preserving the wealth through the generations WebEx day

Register to join our WebExes on 21 July 2016 to help you identify new financial opportunities with your clients. more...

Brexit News for Financial Advisers and Paraplanners - Schroders Live - Brexit Special

On 23 June, the UK will vote on whether they should leave or remain part of the European Union. Join us on the day of the results for Schroders Live - Brexit Special, when our panel of experts will be discussing the outcome of the vote, the potential implications on UK and European markets and what it could mean for investors. more...

Event News for Financial Advisers and Paraplanners - Canada Life: Glasgow seminars

At Canada Life, we have specialists who can help support your business and your clients as they move through various stages of their life. At this event we will hear from Cathy Russell, Tax and Estate Planning Consultant, who will explore estate planning considerations for those in second marriages – the potential issues and solutions. more...

Protection Event for Financial Advisers and Paraplanners - Canada Life: Edinburgh seminar

At Canada Life, we have specialists who can help support your business and your clients as they move through various stages of their life. At this event we will hear from Cathy Russell, Tax and Estate Planning Consultant, who will explore estate planning considerations for those in second marriages – the potential issues and solutions. more...

Investment Events for Financial Advisers and Paraplanners - Fidelity: Financial planning for current and future generations seminar series

Register today for one of our regional seminars. Hosted by Fidelity and FundsNetwork we look at how recent legislative changes have changed the nature of advice, and created a wealth of opportunities for advisers prepared to embrace them. more...

Investment News for Financial Advisers and Paraplanners - BlackRock Briefings, 29 June 2016, London

BlackRock is delighted to invite you to another of its highly popular half-day BlackRock Briefings events. During the session you will hear thoughts and insights from internal and external specialists across a range of key educational topics. more...

Investment Event for Financial Advisers and Paraplanners - Architas is pleased to invite you to its roadshow events across the country

This is where Architas experts hit the road to showcase their company and take you on a journey through the current market environment. more...

Investment Event for Financial Advisers and Paraplanners - Engage Insight: RDR to FAMR IoD Symposium

Evolution of Retail Financial Services IoD Symposium Tuesday 3rd May 2016 - From RDR to the FAMR 35 New Broad St London EC2M 1NH more...

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