Partner Webcasts

Technical update for Financial Advisers and Paraplanners - Prudential: Les’ big fat quiz of the year

Register to join one of Prudential’s webinar sessions on Thursday 19 December, to help you identify new opportunities with your clients. more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork: The State Pension: the new vs. the old

In their technical guide FundsNetwork examine the differences between the new and the old State Pensions and the options open to clients should they wish to boost their entitlement by deferring their State Pension. more...

Partner Webcast for advisers and Paraplanners - Join Aegon’s market outlook webinar – earn 40 minutes of CPD time

Join Aegon’s Head of Portfolio Management, Richard Whitehall, on Wednesday 6 November 2019 at 4pm, as he gives a detailed view of the outlook for global asset classes. more...

Webinar for financial advisers and paraplanners - FCA Paper CP19/25 panel debate webinar

Register to join one of Prudential’s webinar sessions on Monday 21 October, to help you identify new opportunities with your clients. more...

Investment Webcast for Financial Advisers and Paraplanners - Aviva Investors: Earth, Wind and Fire: Do you remember, … September?

A lot has happened in markets since September 2018. Ironically, concerns about slowing growth led to the Fed’s “dovish pivot”, which in turn has boosted returns across a range of financial assets. more...

Protection News for Financial Advisers and Paraplanners - Royal London Webinar: Take a closer look at our Diabetes Life Cover

Please join us from 2pm to 3pm on Wednesday 23 October for our next protection webinar to learn more about the features and benefits of our Diabetes Life Cover. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors sustainable income & growth fund webinar – earn CPD points

As interest rates remain close to rock-bottom levels and retirement journeys become ever-more complex, the need for reliable income solutions has never been greater. In this environment, bottom-up security selection provides an alternative approach to conventional multi-asset income portfolios. more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Finding Europe’s Hidden Champions

There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to found, including potential ‘tenbaggers’, companies whose share price could increase ten-fold. Stephen Paice discusses in the latest episode of Baillie Gifford’s podcast ‘Short Briefings on Long Term Thinking’. more...

Webinar for Financial Advisers and Paraplanners - Aviva: Register today for our property webinar

Gain 30 minutes CPD at our upcoming property webinar. Join me as I take you through an overview of the current property market, let you know about the equity release trends we're seeing and hear about the common queries we receive. more...

webcast News for Financial Advisers and Paraplanners - Webinar: Defaqto Fund Reviews – beyond the quantitative data

Join Defaqto’s expert on 11 September to learn more about the latest Defaqto product in the fund research arena – Fund Reviews – and how they can help you to provide suitable advice and achieve better client outcomes. more...

Partner Webinar for Financial advisers and Paraplanners - Register to join one of Prudential’s webinar sessions on Monday 2 September

This webinar will look at recent performance and Expected Growth Rates (EGRs) on the PruFund range of funds from Prudential. M&GPrudential Treasury and Investment Office (T&IO) will also provide updates on the market and current portfolio positioning for PruFund.   more...

Webinar for Financial Advisers and Paraplanners - Defaqto: Assessing Critical Illness webinar

With over 500 thousand policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients. more...

Retirement news for Financial Advisers & Paraplanners - Prudential: 55%, 25% or 0%: How much should you pay when it comes to LTA?

Register to join one of Prudential’s webinar sessions on Thursday 15 August, to help you identify new opportunities with your clients. Presented by Jacqueline Clezy – Technical Manager. more...

Partner webinar for Financial Advisers and Paraplanners - Prudential Investment Webinar – Passive/Active Fixed Income – why we use both?

Prudential invite you to join their Investment webinar – Passive/Active Fixed Income – why we use both on 1 August at 9.30am. more...

Partner Webcast for advisers and Paraplanners - Aegon: Living and dying with the lifetime allowance webinar. Earn CPD time

Join Aegon's webinar on Tuesday 23 July to hear Martin Haggart, Aegon's Technical Pensions Manager, and Elaine Cruickshank, Aegon's Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance more...

Lifetime Mortgage Webinar for Financial Advisers and Paraplanners - Legal & General webinar: are lifetime mortgages a solution for ‘silver separators’?

Do you have clients going through a later life divorce? Are you looking for ways you can help without splitting their assets in half? Join Legal & General on 26 July at 10am, to find out how a lifetime mortgage, a loan secured on your client’s home, could support them through this difficult time. more...

Webinar for Financial Advisers and Paraplanners - Legal & General webinar reminder: are lifetime mortgages a solution for ‘silver separators’?

Don’t forget to register! Find out how a loan secured on your client’s home, a lifetime mortgage, could help your clients going through a later life divorce. Join Legal & General’s webinar on the 26 July at 10am. more...

Technology webinar for Financial Advisers and Paraplanners - Prudential’s FinTech Webinar Week – 16th, 17th and 18th July

Technology is changing the way financial advisers work and it's also changing what clients expect from their advisers. more...

Technology Webcast for financial advisers and paraplanners - Webinar: Defaqto Engage Core and Intelligent Office integration

In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage. more...

Partner webcast for financial advisers and paraplaners - Prudential Investment Webinar – Why Alternatives?

Prudential invite you to join their Investment – Why alternatives webinar on 4 July at 9.30am. more...

Protection webinar for Financial Advisers & Paraplanners - Royal London: Lifetime Allowance Webinar

Join Fiona Hanrahan and Jim Grant as they host a webinar master-class on the lifetime allowance on Thursday 20 June. more...

Tax, trusts and ISA News for Financial Advisers and Paraplanners - Prudential Bonds & OEICs taxation quiz

Register to join one of Prudential’s webinar sessions on Thursday 20 June, to help you identify new opportunities with your clients. Hosted by Graeme Robb – Senior Technical Manager. more...

Partner Webcast for Financial Advisers and Paraplanners - Prudential Quarterly market & PruFolio update - register to earn structured CPD

Register to join one of Prudential’s webinar sessions on Monday 3 June, to help you identify new opportunities with your clients. more...

Retirement webinar for Financial Advisers & Paraplanners - Defaqto: Webinar: Overview of the retirement income market

In this presentation, Paul will provide an overview of the retirement income market based on the data provided by the FCA. more...

Partner Webinar for Financial Advisers and Paraplanners - Defaqto: Webinar: Three steps to successful client reviews

Join us for a webinar focusing on client reviews with a few practical tips about how to perform them efficiently. more...

Investment Webinar for Financial Advisers & Paraplanners - Aviva Investors: The untold story: UK equity income

Please watch our webinar where we reveal the secrets to building consistent outperformance over a 10-year period that has included numerous volatile events. more...

Investment Webcast for Financial Advisers & Paraplanners - M&G: Webcast: 50 years of Recovery Investing

Please join Tom Dobell, fund manager of the M&G Recovery Fund, and other members of the Recovery Team as the fund celebrates its 50th birthday. During the webcast they will discuss why recovery investing is as relevant today as when the fund launched, their outlook on the UK market and why this presents a favourable picture for recovery investing and how the fund is positioned. more...

Investment Webinar for Financial Advisers & Paraplanners - Aviva: CPD Webinar: The psychology of long-term investing

If you missed the chance to come along to one of our recent roadshow events, then we're offering you the chance to attend online. more...

Business development for Financial Advisers and Paraplanners - Aviva: Your exclusive invitation to our Google webinar

Would you like to learn how to get more clients visiting your website from Google search rankings? more...

Protection webinar for Financial Advisers and Paraplanners - Defaqto: Webinar: Assessing critical illness cover

With over 500 thousand critical illness policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients. more...

Investment events for Financial Advisers and Paraplanners - Register now – M&G Sustainability Forum

Don’t miss the opportunity to join us for M&G’s Sustainability Forums; a new series of educational, CII accredited events that offer 90 minutes of CPD. Join us to hear from M&G’s expert investment team and external speakers discussing the hot topic of sustainability. more...

Investment webcast for Financial Adviser and Paraplanners - M&G Webcasts: Overweight or underweight equities?

Register now for M&G’s next webcast with Ritu Vohora, Investment Director, as she explores the key themes that are shaping global markets in 2019. The webcast will be at 10am on Thursday 25 April. more...

Partner Webinar for Financial Advisers and Paraplanners - Webinar: Save time with new, two-way Dynamic Planner – iO integration

You can watch a demonstration of the new two-way integration between Dynamic Planner and Intelligent Office iO on Wednesday 17 April 10am. In it, you will learn how to import a client’s details from iO, risk profile a client in Dynamic Planner and make recommendations for an existing portfolio – all the time ensuring the client’s details in Dynamic Planner and iO remain seamlessly in sync. more...

Partner Webinar for Financial advisers and Paraplanners - Prudential Technical Question Time Webinar

Register to join on Of Prudential’s webinar sessions on Thursday 18 April, to help you identify new opportunities with your clients. more...

Technology news for Financial Advisers & Paraplanners - Defaqto: Suitability reports

Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core. more...

Investment Webinar for Financial Advisers & Paraplanners - Prudential Investment Matters webinar

Join Prudential’s Investment Matters webinar on 28 March at 2pm more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Webcast: Are we really at the end of the cycle?

Register for our next webcast with Richard Woolnough, fund manager of the M&G Optimal Income Fund, where he will share his latest macroeconomic thinking and how this is impacting the funds positioning. The webcast is on Tuesday 26th March at 10am. more...

Investment webcast for Financial Advisers & Paraplanners - M&G Investments: Webcast: Investment Opportunities in Infrastructure

Register for M&G and Sharing Alpha’s webcast with Alex Araujo, Fund Manager of the M&G (Lux) Global Listed Infrastructure Fund on Tuesday 19th March at 2pm. During the webcast, Alex will discuss the opportunities he sees in the infrastructure sector and will be answering questions from the audience. more...

Protection webinar for Financial Advisers & Paraplanners - Aviva: Discover how significant our relevant life insurance is

Like other relevant life insurance products, ours provides a tax efficient death-in-service benefit for business owners and key employees. more...

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