Partner Webcasts

Partner Webcast for 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...

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...

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...

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