Partner Webcasts

Webcast for Financial Advisers and Paraplanners - Webcast: Rathbone Heritage Fund, 1 March 2017

Fund Managers, Carl Stick, Elizabeth Davis and David Harrison will give an introduction to the Rathbone Heritage Fund, highlighting the key differentiators and the investment process. more...

Investment webex for Financial Advisers and Paraplanners - Prudential and PPMG quarterly update

Prudential are running a WebEx on 1 March 2016, to help you identify new financial opportunities with your clients. They have three different sessions running throughout the day. more...

Pension webinar for Financial Advisers and Paraplanners - Royal London: Steve Webb webinar - Pension landscape 2017

Please join us from 09.30am – 10.30am on Thursday, 09 February 2017 for a webinar. Steve Webb, Director of Policy at Royal London will discuss the outlook for pensions in 2017 and update you on the latest research which Royal London has undertaken. Steve will discuss: more...

Investment news for Financial Advisers and Paraplanners - Fidelity: New year, new FTSE highs

With the rally in UK equities continuing and the FTSE 100 making new record highs, what does this mean for value investors? more...

Investment webconfrences for Financial Advisers and Paraplanners - Schroders webconferences Coming up in January

Welcome to our webconferences email, keeping you up to date with our interactive sessions. This month, Tom Wilson shares his views on Emerging Markets in 2017, our panel of experts on Schroders Live explores the opportunities and challenges that investors may face in 2017 and Ian Kelly and Rupert Rucker provide an update on the global equity portfolios they manage. more...

Investment news for Financial Advisers and Paraplanners - Fidelity: The search for value as the FTSE 100 hits new heights

With the FSTE 100 this week hitting a record high as the current market rally continues – what does this mean for value investors? more...

Tax news for Financial Advisers and Paraplanners - Prudential: Tax year end planning for all ‘the family’

Register to join Prudential’s WebEx on 10 January 2017 to help you identify new financial opportunities with your clients. more...

Investment webex for Financial Advisers and Paraplanners - Prudential: A year of opportunities WebEx Event

Prudential are running a WebEx on 15 December 2016, to help you identify new financial opportunities with your clients. They have four different sessions running throughout the day. more...

Investment news and webcast for Financial Advisers and Paraplanners - Schroders: What to expect in 2017? - webconferences this month

Welcome to our webconferences email, keeping you up to date with our interactive sessions. This month, Azad Zangana will share his thoughts on what 2017 might have in store for investors. more...

Investment news for Financial Advisers and Paraplanners - Prudential: Important information on the latest PruFund funds’ performance

The Expected Growth Rates (EGRs) reflect Prudential’s view of how they think each PruFund will perform over the long-term. Although Prudential take a long-term view, they do review the rates every three months. more...

Partner comment for Financial Advisers and Paraplanners - Qualified financial planner – but holding back?

Just recently I had lunch with an adviser friend of mine and he revealed to me that despite becoming a certified financial planner five years ago, regularly attending meetings and events for planners and wanting to only offer a financial planning service he is not actually doing it. He said that he was still only doing product based transactional business the same way he always had for fifteen plus years. more...

Investment & Tax Webinar for Financial Advisers and Paraplanners - Canada Life: Planning opportunities with international investment bonds

With an international investment bond your clients can benefit from 5% tax-deferred withdrawals with no tax returns being required until a chargeable gain occurs. This offers simple and straightforward tax-efficient investment solution. Kim Jarvis, technical manager at Canada Life, explains how to make the most of the tax free allowances. more...

Partner webcast for Financial Advisers and Paraplanners - Schroders Live: US election on 9th November at 1.30pm

As the hotly contested race to the White House comes to its conclusion, join us live on the day of the results when our panel of experts will be discussing market reaction to a Trump or Clinton presidency and what investors should focus on. more...

US Election webcall for Financial Advisers and Paraplanners - BlackRock: US election call

How will the upcoming US election affect markets? In their latest paper – 'A Consequential Election' – the BlackRock Investment Institute gives their in-depth views on the potential impacts. more...

Trust webcast for Financial Advisers and Paraplanners - Canada Life: Estate planning innovation that stands the test of time

Canada Life has been helping people keep control of their estates for more than 40 years. Ensuring they have access to their money during their lifetime, and control over what happens after they've gone. more...

Pension webex for Financial Advisers and Paraplanners - Prudential: ‘State of the nation’ WebEx event – register now

Prudential are running a ‘State of the nation’ WebEx day on 27 October 2016, to help you identify new financial opportunities with your clients. There have four different sessions running on the day. more...

Investment webcast for Financial Advisers and Paraplanners - BlackRock UK Income 3 year anniversary webcast

Please join co-managers Mark Wharrier, Adam Avigdori and David Goldman of the BlackRock UK Income Fund on the 18th October as we celebrate the three year anniversary of the team's inception in September 2013. more...

Partner webex for Financial Advisers and Paraplanners - Prudential: Developing Professional Relationships WebEx

This is your last chance to register for the Prudential WebEx day aimed at helping you develop your professional relationships. more...

Investment webcast for Financial Advisers and Paraplanners - Fidelity: Why you should own a value fund

Equity investors are herding towards companies associated with lower volatility cash flows, as they believe these to be a safer investment option. Companies that don’t fit this description are much cheaper – and the gap between the two has opened up to historically unusual levels. more...

Investment webcast for Financial Advisers and Paraplanners - M&G Global Dividend Fund webcast

Join us on Wednesday 21 September at 10.00am for a webcast briefing by Stuart Rhodes, fund manager of the M&G Global Dividend Fund. more...

Investment Webcast for Financial Advisers and Paraplanners - M&G Optimal Income Fund webcast

Join us on Tuesday 13 September at 9.30am for a webcast briefing by Richard Woolnough, fund manager of the M&G Optimal Income Fund. more...

Partner webex for Financial Advisers and Paraplanners - Prudential: Developing professional relationships WebEx event – 28 September 2016

Prudential are running a WebEx day aimed at helping you develop your professional relationships. more...

Investment webex for Financial Advisers and Paraplanners - Prudential's Portfolio Management Group WebEx on 1 September 2016

Register to join our WebEx on 1 September 2016 to help you identify new financial opportunities with your clients. more...

Free webcast to support Financial Advisers and Paraplanners - Getting your Human Resources in Order

As regulation continues to drive financial services to the brink it is more important than ever to get the best from your staff. more...

Partner webcast for advisers - BlackRock UK Income Webcast – Wednesday 27th July, 11:30-12:00am

Please join co-managers of the BlackRock UK Income Fund, Mark Wharrier, Adam Avigdori and David Goldman for a live and interactive webcast. The Fund Managers will discuss current macro views and where we are finding opportunities in the UK equity market, how dividend growth can be a potent contributor to long-term returns, the impact of Brexit and why investors need to be flexible in the current environment to have the best chance of their income keeping pace with inflation, without sacrificing long-term capital growth. more...

Partner webcast for advisers - BlackRock UK Income Webcast – Wednesday 27th July, 11:30-12:00am

Please join co-managers of the BlackRock UK Income Fund, Mark Wharrier, Adam Avigdori and David Goldman for a live and interactive webcast. The Fund Managers will discuss current macro views and where we are finding opportunities in the UK equity market, how dividend growth can be a potent contributor to long-term returns, the impact of Brexit and why investors need to be flexible in the current environment to have the best chance of their income keeping pace with inflation, without sacrificing long-term capital growth. more...

Partner webcast for advisers - BlackRock UK Income Webcast – Wednesday 27th July, 11:30-12:00am

Please join co-managers of the BlackRock UK Income Fund, Mark Wharrier, Adam Avigdori and David Goldman for a live and interactive webcast. The Fund Managers will discuss current macro views and where we are finding opportunities in the UK equity market, how dividend growth can be a potent contributor to long-term returns, the impact of Brexit and why investors need to be flexible in the current environment to have the best chance of their income keeping pace with inflation, without sacrificing long-term capital growth. more...

Investment webcast for Financial Advisers and Paraplanners - BlackRock UK Income Webcast

Please join co-managers of the BlackRock UK Income Fund, Mark Wharrier, Adam Avigdori and David Goldman for a live and interactive webcast. more...

Partner webinar for Financial Advisers and Paraplanners - Canada Life Webinar: Why International Investment Bonds - pinpoint tax planning

An international bond can be a perfect vehicle for controlling the tax point on the gains made and tax-efficient planning - including funding for a child's or grandchild's education. more...

Investment webex for Financial Advisers and Paraplanners - Prudential: Trustee Investment Masterclass

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

Investment news for Financial Advisers and Paraplanners - M&G Property Portfolio update – webcast

The EU Referendum result has had far-reaching political and economic consequences that continue to unravel on an almost daily basis. Within asset management, the UK commercial property sector has been impacted, with a wave of client redemptions causing many of the industry’s largest retail property funds to temporarily suspend trading. more...

Estate Planning Event for Financial Advisers and Paraplanners - Canada Life Webinar: Estate planning without the IHT angle

Placing an Investment bond in a suitable trust can be an effective way to reduce or mitigate inheritance tax (IHT). However, there are other benefits to this approach that have nothing to do with IHT. more...

Investment Event for Financial Advisers and Paraplanners - INVITATION - Schroders Adviser Investment Forum 2016

We would be delighted if you would join us on Wednesday 28 September at The Savoy Hotel, London for Schroders Adviser Investment Forum 2016. more...

Brexit news for Financial Advisers and Paraplanners - Fidelity International's Paras Anand on EU referendum + details of Dominic Rossi conference call

The vote by the UK electorate to leave the EU has certainly taken both the currency markets and stock markets by surprise. It is important to recognise the scale of moves that we are seeing are in context to a strong performance both by Sterling and by UK markets over the last week. Whilst the result will lead to political uncertainty which may lead to shorter term volatility in the markets, it is important to remember that such events impact the long term prospects of companies only at the margin. more...

Brexit news for Financial Advisers and Paraplanners - Fidelity: The results are in and we're out - what next for markets?

As markets digest the implications and the immediate volatility many investors will be considering what the impacts are for both the UK and beyond. In a live and interactive webcast, Fidelity Solutions' Nick Peters and Kevin O'Nolan will take your questions and look at where markets go from here. Today, 3pm. more...

Brexit news for Financial Advisers and Paraplanners - Fidelity: EU Referendum: Conference call with Dominic Rossi, 2pm Friday

This Friday at 2pm, Dominic Rossi, Global CIO for Equities at Fidelity International, will host a conference call to discuss the implications of the EU Referendum and the outlook for global equities following the result. more...

Brexit webcast for Financial Advisers and Paraplanners - Hear M&G's reaction to the referendum result – A M&G webcast with Jim Leaviss and Steven Andrew

Join us on the morning of 24 June 2016 at 11:00 GMT (12:00 CET), for a webcast briefing by Jim Leaviss, Head of Retail Fixed Interest and Steven Andrew, Fund Manager in the Multi Asset Team. more...

Brexit webcast for Financial Advisers and Paraplanners - Schroders Live - Brexit Special REGISTER NOW - 24 June 2016

On 23 June, the UK will vote on whether they should leave or remain part of the European Union. Join Schroders 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...

Investment News for Financial Advisers and Paraplanners - BlackRock Corporate Bond webcast 29th June

Please join Ben Edwards, manager of the BlackRock Corporate Bond Fund for a live and interactive webcast. Ben will discuss current market views and where we are finding opportunities in the corporate bond market. more...

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