Partner Webcasts

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...

Tax & Trust webinar for Financial Advisers & Paraplanners - Aegon: Demystifying trust and IHT planning webinar – earn 40 minutes CPD time

Watch our webinar to hear Elaine Cruickshank, our Tax and Trusts Manager, unravel the complexities of trust and IHT planning and spot new business opportunities. During the webinar Elaine covers: more...

Investment webcast for Financial Advisers and Paraplanners - Seneca Investment Managers Multi-Asset Market Winter Review and Outlook for 2019

Seneca IM’s Head of Business Development, Stephen Hunter speaks with Peter Elston, CIO, as they discuss his outlook for 2019 as well as the reasons for a late 2018 “Kaboom”. more...

Tax news for Financial Advisers & Paraplanners - Aegon: We can help with tax year end planning

5 April is fast approaching, visit our tax year end zone to find all the resources you need to maximise the opportunities. You can also watch our webinar where our technical experts Elaine Cruickshank and Martin Haggart talk about the different financial planning opportunities at tax year end. If you view the webinar you can qualify for 45 minutes of unstructured CPD time, subject to verification. more...

Investment webcast for Financial Advisers & Paraplanners - Aviva Investors Multi-asset Webinar – Beware the Ides of March

Stocks just had their best January in three decades, on the heels of the worst December since 1931. However, should investors now be bracing themselves for a politically turbulent March, given the looming US-China trade talks and Brexit deadline? Or, with the Federal Reserve on pause, should they remain focused on the potential opportunities ahead? more...

Better Business for Financial Advisers and Paraplanners - Marketing and Finance Podcast 200

Panacea have been a massive supporter of the show since I launched 4 years ago and Derek has been a guest on the show twice talking about Panacea in general and about the Panacea Virtual Conference. more...

Investment news for Financial Advisers and Paraplanners - Are you investing for impact?

Investing to help improve society and the environment does not mean giving up economic returns. The M&G Positive Impact Fund, launched in November 2018, aims to invest in companies that address the world’s major social and environmental challenges, while generating long-term wealth for its customers. more...

Investment news for Financial Advisers and Paraplanners - Defaqto: Building a multi-asset solution - how hard it can be?

Join Patrick Norwood for this short webinar from our series about building multi-asset solutions. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential: Inheritance Tax webinar– overview, update, planning & trusts

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

Investment webcast for Financial Advisers and Paraplanners - M&G Webcast: Introducing the M&G Positive Impact Fund

Investing to help improve society and the environment does not mean giving up economic returns. Register for M&G’s next webcast to find out more about impact investing and how it’s different from ESG, as well why investors do not have to sacrifice financial returns to invest in impactful companies. more...

webinar for Financial Advisers and Paraplanners - Aegon: Register for our Demystifying trust and IHT planning webinar – earn 40 minutes of CPD time

Join our webinar on Tuesday 12 February 2019 to hear Elaine Cruickshank, Tax and Trusts Manager more...

Pension Webinar for Financial Advisers & Paraplanners - Old Mutual Wealth: Making the most of the pension funding tax breaks

The tax advantages associated with registered pension schemes can be enormously beneficial in helping members to secure their financial future. more...

Investment webcast for Financial Advisers and Paraplanners - M&G Webcast: Introducing the M&G Positive Impact Fund

Join us on Thursday 21 February at 10am, where we will discuss the recently launched M&G Positive Impact Fund with John William Olsen, fund manager, and Ben Constable Maxwell, Head of Sustainable and Impact Investing. more...

Investment webcast for Financial Advisers & Paraplanners - Invesco Global Targeted Returns Fund (UK) – Q4 2018 review

Listen to Clive Emery Multi Asset Product Director discuss the Invesco Global Targeted Returns Fund (UK)’s* performance in Q4 2018, new ideas in the fund, changes to the strategy and the Henley-based Multi Asset team's macroeconomic outlook for 2019. more...

Retirement Webinar for Financial Advisers & Paraplanners - Defaqto: Selecting investment strategies for income

Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace. more...

Investment Partner Webinar for Financial Advisers & Paraplanners - Prudential: Value for money without compromise webinar

With many advisers balancing the challenge of achieving greater diversification in a more cost effective way, they’ll aim to demonstrate that sacrifice is not always required. They’ll explore where multi-asset solutions are being used to help achieve better outcomes for clients in a cost effective way while allowing advisers to meet their due diligence and regulatory requirements. more...

Partner Webinar for Financial Advisers & Paraplanners - Defaqto Engage Core and Intelligent Office integration

In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate 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...

Technology Webinar for Financial Advisers & Paraplanners - Defaqto Engage Core and Intelligent Office integration

In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate 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...

Protection Partner webcast for Financial Advisers & Paraplanners - Webcast - Adviser Business Accelerator: Helping you to win more protection clients. Faster

86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - it’s limited time and resource. more...

Protection Partner webcast for Financial Advisers & Paraplanners - Webcast - Adviser Business Accelerator: Helping you to win more protection clients. Fast

86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - it’s limited time and resource. Find out how we can help you to win more protection clients. Faster. more...

Partner webcasts for Financial Advisers and Paraplanners - Intelliflo integration webinar

In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate 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...

Webcasts for Financial Advisers and Paraplanners - Join Schroders, 7IM and Distribution Technology on 16 october at 11am

During the webconference, you will hear about the Dynamic Planner asset model process and how these exciting fund solutions are uniquely positioned to deliver consistent risk targeted investment outcomes to this framework. more...

Pensions webcast for Financial Advisers and Paraplanners - Prudential: Defined Benefit transfers – meeting client objectives and regulatory requirements

Register to join one of Prudential’s webinar sessions on Thursday 18 October to listen to industry specialists discuss different aspects of Defined Benefit (DB) transfers. more...

Webcasts for Financial Advisers and Paraplanners - Don’t miss out: register to livestream M&G’s Meet the Managers

If you’ve missed the chance to attend a seminar near you, register now for the livestream on Friday 28th September at 10am. Tune in to hear four of M&G’s leading fund managers as they discuss the economic backdrop, markets and where they see challenges and opportunities for investors today. more...

Investment webcast for Financial Advisers and Paraplanners - BlackRock: Webinar: Navigating emerging markets turbulence Tuesday 11 October, 9:00am GMT

Rising macro uncertainty, a strengthening US dollar and emerging markets (EM) currency turbulence have led to market volatility and uncertainty. This has laid bare vulnerabilities that had, until recently been masked by plentiful global liquidity. more...

Webcast for financial advisers and Paraplanners - Schroders: High Yield: Understanding the risks and opportunities - webconference in September

Welcome to our webconferences email, keeping you up to date with our interactive sessions. In this webconference, Michael Scott, Credit Portfolio Manager, will outline the opportunities and risks presented by high yield bonds in the current rising rate environment. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Global Equity Income Strategies…When will they stop underperforming the broader market?

With performance for Global Equity Income strategies lagging the MSCI World index for five years now, we listen with interest when we hear the suggestion that income-focused strategies are dead. more...

Regulatory webinar for Financial Advisers and Paraplanners - Prudential: Regulatory reality check webinar

Register to join one of Prudential’s webinar sessions on Thursday 23 August 2018 to help you identify new opportunities for your clients. more...

Partner Webcast for advisers and Paraplanners - M&G Webcast: A conversation with Alex Araujo

Join this month’s webcast with Alex Araujo, fund manager of M&G’s Global Listed Infrastructure Fund. During the webcast, he will discuss the current environment for listed infrastructure and the impact of rising interest rates as well as the current positioning of the fund. more...

Investment news for Financial Advisers and Paraplanners - Majoring on the Macro – M&G Prudential

Prudential recently ran a series of seminars across the UK, alongside M&G that proved really popular. more...

Retirement news for Financial Advisers and Paraplanners - Key Partnerships: Equity Release Case Studies Webinar

Register now for our brand new 'Equity Release Case Studies' Webinar which will take place on Wednesday 20th June 2-3pm. more...

Partner webiner for Financial Advisers and Paraplanners - Key Partnerships: Silver Pound - Bank of Mum and Dad Webinar

Register and earn structured CPD Register now for our brand new ‘Silver Pound - Bank of Mum and Dad (BOMAD)'Webinar which will take place on Wednesday 23rd May 2-3pm. This webinar will take a look at the power of the Silver Pound and how the Bank of Mum and Dad is increasingly becoming an integral part of home ownership for many first-time buyers. more...

Investment webcast for Financial Advisers and Paraplanners - Schroders: Rising rates, trade wars and China: have the three bears finally come home?

Please join Azad Zangana, Senior European Economist and Strategist, as he examines where he and the Economics team are seeing smoke – and where there might actually be fire – as this unprecendeted "Goldilocks" economic cycle continues to chart new territory. more...

Investment webcast for Financial Advisers and Paraplanners - Schroders Live - how will climate change impact your investments?

23 May 2018 3.00pm Please join our live video event where our panel of experts will be debating the impact of climate change and outlining what can be done about it. more...

Investment webinar for Financial Advisers & Paraplanners - BlackRock's Insight Series continues on UK Outlook

Britain’s public finances are looking better than forecasted post the Brexit referendum. Our four biggest taxes are returning bigger than expected revenues, unemployment is close to a four-decade low, nominal wage growth seems to be increasing and we’re starting to take on more debt1. more...

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