Partner Webcasts

Tax, Trust & ISA news for Financial Advisers and Paraplanners - Prudential upcoming webinars

Register for Prudential’s upcoming webinars and earn structured CPD. more...

Protection webcast for Financial Advisers and Paraplanners - The Practical Protection Podcast – Episode 2 – Rare Diseases

As the weeks roll on, we’re now on Episode 2 of the Practical Protection Podcast, and this week we’re focusing on Rare Diseases - or as I prefer to call them Rare Conditions – you’ll hear why! more...

Partner webcasts for Financial Advisers and Paraplanners - Upcoming webinars with Prudential

On this webinar Cat McInally, Business Development Manager will look at the recent performance and Expected Growth Rates on the PruFund range from Prudential. more...

Partner webcast for advisers and paraplanners - M&G webcast: a sustainable multi-asset approach to investing

Please join us at our next webcast with Maria Municchi, Fund Manager of the M&G Sustainable Multi Asset Fund, as she introduces how the fund incorporates a responsible investment approach into a diversified multi-asset product, accessible to investors of all types. more...

Protection webcast for Financial Advisers and Paraplanners - The Practical Protection Podcast - Episode 1 - Epilepsy

We are so excited to bring to you our first “proper” episode, where we are talking about all things epilepsy and insurance. more...

Protection news for Financial Advisers and Paraplanners - The Exeter: Grab a coffee and let us do the work!

Do you ever want a quick chat about a product but don’t have time for a full webinar? We know you’re busy and that’s why we’ve now got a handy online briefing form on our website so you can book a 20 minute product briefing, at a time to suit you. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Aviva Investors House View Q1 2020 Webcast

Earn CPD points! Watch our on-demand webinar and hear Stewart Robertson, Senior Economist, and Jerome Nunan, Investment Director Multi-asset, discussing the economic outlook for 2020. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Investment Themes

In our latest Investment Themes video, William Davies, Chief Investment Officer, EMEA, discusses: The rise of electric vehicles Japan and its changing demographics The future for China Recession fears Equities versus credit in 2020 more...

Pension Webcast for Financial Advisers and Paraplanners - Old Mutual Wealth: PENSION: Annual allowance excess tax charges and scheme pays Thursday 30 January 2020 at 10am

An increasing number of people’s retirement plans are being affected by the tax law. There is a lot of confusion and concern amongst clients. more...

Investment Webcast for Financial Advisers and Paraplanners - M&G Webcasts: Richard Woolnough's outlook for 2020

Watch our latest webcast with Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, as he reflects on the opportunities and challenges for global fixed income in 2020. more...

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...

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...

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