Partner Webcasts

Investment Webcast for Financial Advisers and Paraplanners - BNY Mellon: Webcast: Absolute Insight Q1 update

Sonja Uys, manager of the Absolute Insight strategy, gives an update on the performance and trade activity over the last quarter. more...

Partner webcasts for Financial Advisers and Paraplanners - Prudential – Global diversification – helping to provide consistent returns in a low growth environment WebEx

Register to join our WebEx on 2 June 2016 to help you identify new financial opportunities with your clients. more...

Webcasts for Financial Advisers and Paraplanners - Prudential: Masterclass WebEx

Register to join our Masterclass WebEx on 2 June 2016 to help you identify new financial opportunities with your clients. more...

Webcasts for Financial Advisers and Paraplanners - Prudential: Masterclass WebEx

Register to join our Masterclass WebEx on 2 June 2016 to help you identify new financial opportunities with your clients. more...

Webcasts for Financial Advisers and Paraplanners - Prudential: Masterclass WebEx

Register to join our Masterclass WebEx on 2 June 2016 to help you identify new financial opportunities with your clients. more...

Investment News for Financial Advisers and Paraplanners - BlackRock UK Income Webcast Replay

During this replay co-managers of the BlackRock UK Income Fund, Mark Wharrier, Adam Avigdori and David Goldman discuss current macro views, where they are finding opportunities in the UK equity market, how dividend growth can be a potent contributor to long-term returns, the potential 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...

Tax webinar for advisers and Paralanners - Canada Life: UK Dividends Webinar: tax changes - are you up to speed yet?

The tax position of UK dividends changed dramatically on the 6 April 2016; the tax credit is no more and there is now a £5,000 yearly allowance. Are you up to speed yet on how this will affect your clients? Join Jeremy Pearson who will explain the changes, how it affects investment portfolios and the revised tax position for owner/directors and trustees. He will conclude with a summary of the target markets. more...

Tax webinar for advisers and Paralanners - Canada Life: UK Dividends Webinar: tax changes - are you up to speed yet?

The tax position of UK dividends changed dramatically on the 6 April 2016; the tax credit is no more and there is now a £5,000 yearly allowance. Are you up to speed yet on how this will affect your clients? Join Jeremy Pearson who will explain the changes, how it affects investment portfolios and the revised tax position for owner/directors and trustees. He will conclude with a summary of the target markets. more...

Pension News for Financial Advisers and Paralanners - Prudential - pensions and death Masterclass WebEx

Prudential are running a pensions and death Masterclass on 19 May at 3pm, covering benefit distribution, their tax treatments and the Inheritance Tax treatment of pensions. more...

Pensions News for Financial Advisers and Paraplanners - Prudential – 1 year on from pensions freedom part 2 – maintaining client suitability requirements

Don’t forget to register for Prudential’s WebEx on 19 May 2016 to help you identify new financial opportunities with your clients. more...

Robo Advice Webcast for Financial Advisers and Paraplanners - Sammedia: You don’t need to be a robo to be digital

When talking digital strategy, most advisers I speak with are looking at automated simplified advice (AKA ‘robo’) technology to service those who cannot afford or do not value face to face advice. I challenge this strategy by asking advice firms how they plan to acquire these customers, drive traffic to their site and convince them to invest if the business is not experienced in direct marketing. more...

Investment Webinar for Financial Advisers and Paraplanners - Best of Both Worlds – Canada Life Webinar

Join Cathy Russell, Tax and Estate Planning Consultant from the ican Technical Services Team, for this presentation which looks at the objectives, advantages and disadvantages of the Gift and Loan, Discounted Gift and Flexible Reversionary Trusts. more...

Post Budget Webex for Financial Advisers and Paraplanners - Prudential: Masterclass WebEx – Post-Budget financial planning

Terms of use: Email Template for Account managers to issue to advisers on their panel from their own email. more...

Investment Webcast for Financial Advisers and Paraplanners - BNY Mellon: Register for our upcoming Newton Global Income Fund webcast

BNY Mellon would like to invite you to register for our upcoming webcast, on the No.1 ranked, Newton Global Income Fund. The webcast will give you the opportunity to hear from Nick Clay, manager of the Newton Global Income Fund: more...

Pensions Event for Financial Advisers and Paraplanners - Prudential: 1 year on from pensions freedom Part 1 – politics, Pension Wise and planning WebEx

Register to join Prudential's WebEx on 19 April 2016 to help you identify new financial opportunities with your clients. You will hear from a variety of speakers on the theme of 1 year on from pensions freedom. more...

Investment Webcast for Financial Advisers and Paraplanners - M&G Global Emerging Markets Fund Webcast with Matthew Vaight

Join us on Wednesday 27th April for a webcast briefing by Matthew Vaight, fund manager of the M&G Global Emerging Markets Fund. more...

Investment Event for Financial Advisers and Paraplanners - Invitation: Schroders Live - Register now - 13 April 2016

We are pleased to invite you to the next Schroders Live on Wednesday 13 April 2016. Join our panel of Schroders' experts: Keith Wade, Chief Economist, Gareth Isaac, Senior Portfolio Manager, Fixed Income, and guest host Manus Cranny, Bloomberg's European Markets Editor. Together they will discuss the latest hot topics affecting global markets and the opportunities and challenges currently facing investors. more...

Budget webex for Financial Advisers and Paraplanners - Prudential: The Budget 2016 WebEx

It’s that time of year again when the Chancellor of the Exchequer, George Osborne, will deliver his annual Budget to Parliament. This year it will take place on Wednesday 16 March. more...

Budget webex for Financial Advisers and Paraplanners - Prudential: The Budget 2016 WebEx

The chancellor of the Exchequer, George Osborne, will stand up on Wednesday 16 March to deliver the Budget to Parliament. more...

Investment webcast for Financial Advisers and Paraplanners - BlackRock: UK Absolute Alpha Fund Webcast

Please join Nigel Ridge, co-manager of the BlackRock UK Absolute Alpha Fund, for a live and interactive webcast on 23 March 2016. more...

Retirement videos for financial advisers and paraplanners - Retirement Choices 2016 – Auditorium videos

If you didn’t get a chance to attend last week’s virtual exhibition on Retirement Choices, or if you did attend and didn’t make it to the auditorium, here is your chance to view the videos made specifically for the event. more...

Schroders: Brexit: Understanding the risks and implications. 4th March 4pm

What would a British exit from the 28 nation EU look like? Will it flourish or fail on its own? Join Azad Zangana, Economist and Strategist at Schroders, as he goes through the potential risks and outcomes of a Brexit. more...

A presentation of the 2015 Structured Product Annual Performance Review

Lowes Structured Investment Centre (LSIC) has been developed as a ‘By Advisers | For Advisers’ initiative, by Lowes Financial Management, a leading Chartered Financial Planning and advisory firm in the UK, with a long standing reputation for specialisation and expertise with structured investments. more...

A presentation of the 2015 Structured Product Annual Performance Review

Lowes Structured Investment Centre (LSIC) has been developed as a ‘By Advisers | For Advisers’ initiative, by Lowes Financial Management, a leading Chartered Financial Planning and advisory firm in the UK, with a long standing reputation for specialisation and expertise with structured investments. more...

A presentation of the 2015 Structured Product Annual Performance Review

Lowes Structured Investment Centre (LSIC) has been developed as a ‘By Advisers | For Advisers’ initiative, by Lowes Financial Management, a leading Chartered Financial Planning and advisory firm in the UK, with a long standing reputation for specialisation and expertise with structured investments. more...

A presentation of the 2015 Structured Product Annual Performance Review

Lowes Structured Investment Centre (LSIC) has been developed as a ‘By Advisers | For Advisers’ initiative, by Lowes Financial Management, a leading Chartered Financial Planning and advisory firm in the UK, with a long standing reputation for specialisation and expertise with structured investments. more...

Tax webinar for advisers - Canada Life: register now for our Tax Year End Planning webinar – all you need to know on tax planning and the changes to pensions and dividend taxation

Tax Year End Planning with the end of the tax year looming, tax planning and the changes to pensions and dividend taxation are very much on the agenda for you and your clients. Jeremy Pearson, from our ican Technical Services team, will explore tax planning opportunities including use of allowances, pension and ISA contributions and more. He also looks at the major changes happening on 6 April 2016. more...

Better Business News for Financial Advisers and Paraplanners - Brightalk: Weekly update: Learn about the challenges of large scale BI deployments from Department of Vete

BrightTALK provides webinars and videos for professionals and their communities. Every day thousands of thought leaders are actively sharing their insights, their ideas and their most up-to-date knowledge with professionals all over the globe through the technologies the BrightTALK has created. Connect with BrightTALK LinkedIn | Facebook | Twitter | Google+ more...

Tax Webex for Financial Advisers and Paraplanners - Prudential – Minimising Tax and Maximising Tax Wrappers WebEx

Register to join our WebEx on 4th February 2016 to help you identify new financial opportunities with your clients. more...

Investment news for Financial Advisers and Paraplanners - M&G Optimal Income Fund webcast with Richard Woolnough

The world after China and oil slump: what sense do we make of economics and valuations? more...

Investment News for Financial Advisers and Paraplanners - Fidelity: Live webcast - emerging markets in 2016

2015 proved to be another year of heightened volatility and divergent fortunes across many parts of the emerging world. Citywire AAA-rated portfolio manager Nick Price outlines how his quality growth approach has kept the Fidelity Emerging Markets Fund ahead of peers throughout this challenging period. Find out where he is finding pockets of opportunity today. more...

Investment news for Financial Advisers and Paraplanners - BlackRock UK Absolute Alpha Fund Update

In 2015 the BlackRock UK Absolute Alpha Fund returned 7.8%* for investors. With the prospect of higher interest rates in the UK and further market volatility, this absolute return strategy offers an attractive way for investors to benefit from share prices moving in both directions. more...

Marketing Webinar for Financial Advisers and Paraplanners - Brightalk Academy: Top 3 Webinars of 2015 for B2B Marketers

Here are our top three BrightTALK Academy webinars of 2015, designed to make your job as a B2B marketer easier and get the desired results from your marketing strategy more...

Investment News for Financial Advisers and Paraplanners - Schroders webconferences in December

Welcome to our webconferences email, keeping you up to date with our interactive sessions this month. Continue scrolling for more information on the upcoming webconferences in December. more...

Investment News for Financial Advisers and Paraplanners - BlackRock UK Income Fund Webcast - 12 October

Please join co-managers, Mark Wharrier, Adam Avigdori and David Goldman for a live interactive BlackRock UK Income Fund Webcast update on the 12th October where they will discuss recent market movements and how we have been finding opportunities whilst navigating the ever changing landscape. more...

Investment News for Financial Advisers and Paraplanners - M&G Global Dividend Fund Webcast: Backing conviction with a dividend strategy

We would be delighted if you could join us on Tuesday 29 September 2015 for a webcast briefing by Stuart Rhodes, manager of the M&G Global Dividend Fund. more...

Investment Webconfrence for Financial Adviser and Paraplanners - The potential for sustainable income in an ever-changing environment Schroder Global Multi-Asset Income Fund webconference

16 SEPTEMBER 2015 4:00 pm (BST) Iain Cunningham, Fund Manager Iain will give an overview of the Schroder Global Multi-Asset Income Fund, explaining the role it can play in delivering sustainable income. He will also provide insight on the current market environment, touching on credit cycle dynamics, China's exogenous shock and the attractiveness of high dividend equities. more...

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