Partner Webcasts

Pension news for financial advisers and paraplanners - Royal London – EET vs TEE

A number of industry commentators have rejected the idea of ISA-style pensions. Here we give our views and the reasons why we're also against this move. more...

Better Business news for financial advisers and Paraplanners - Aviva: Moving from commission to fees

If you work with employer clients, don’t miss out on our essential new white paper, Moving from commission to fees more...

Retirement News for Financial Advisers and Paraplanners - FundsNetwork: Retirement guides for your clients

Pensions have been transformed. New rules give people far more flexibility when they retire, and freedom to spend their pension savings as they wish. To help your clients navigate the changes, determine what choices they need to make and learn how to get the most out of their savings, FundsNetworkTM have put together the following guides for you to share with your clients who are approaching, at, or already in, retirement. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Income Realities: Adviser toolkit

Advisers have a key role to play in helping people find the right solutions for making adequate provision for long, comfortable financial futures. Help your clients understand the importance of a financial plan with our range of materials. more...

Investment News for Financial Advisers and Paraplanners - Summer Budget 2015 – Prudential has done the analysis for you...

Yesterday the Chancellor of the Exchequer, George Osborne, delivered his Emergency Budget (also known as Summer Budget) to Parliament. Prudential’s Technical Managers have been working hard since then to analyse what this means for you and your clients and you can now read this on the PruAdviser website. more...

white paper on pension reforms for financial advisers and paraplan - Engage Insight: New pension rules - Runway to Retirement research paper

This research paper focuses on 135 high net worth pension investors and the impact of the new pension ‘freedom’ rules on their retirement journey. more...

Investment News for Finnancial Advisers and Paraplanners - Standard Life Investments: Decumulation thought leadership The Evolution of the Centralised Retirement Proposition

There’s no escaping the news that the pensions industry is being revolutionised. Last year, the Chancellor introduced the most radical reforms in a century. This year, that ‘freedom and choice’ was extended to another five million pensioners, who are now be able to sell on their current annuity. more...

Investment News for Financial Advisers and Paraplanners - Standard Life Investments: Changes to UK Pension Regulations What you need to know

Ever since the Chancellor announced his radical reforms to pensions legislation back in March 2014, the industry has been in the spotlight. more...

Tax Webcast for Financial Advisers and Paraplanners - Prudential WebEx 18th June - Income Outcomes, should it be taxing?

Prudential invite you to join their WebEx on Thursday 18th June to help you identify new financial opportunities with your clients. more...

Investment Events for Financial Advisers and Paraplanners - Franklin Templeton – Risk Factor Investing

Register now to hear Toby Hayes discuss why risk factor investing represents the next step forward for outcome-oriented products. more...

investment Events for Financial Advisers and Paraplanners - Franklin Templeton – Smaller Companies, Bigger Opportunities

Register now to hear Richard Bullas discuss why smaller company valuations look attractive relative to the broader market and how he’s positioned for the coming months. more...

investment Events for Financial Advisers and Paraplanners - Franklin Templeton – Smaller Companies, Bigger Opportunities

Register now to hear Richard Bullas discuss why smaller company valuations look attractive relative to the broader market and how he’s positioned for the coming months. more...

Webcast for advisers - Standard Life Investments: Webcast: Small Caps back on track in 2015

Exposure to Small Caps has been a positive experience for investors this year, with the sector driven on by a broadly supportive macro-economic picture. However, with concerns growing over valuations and the progress of headline equity indices, how are Small Caps placed for the months ahead? more...

Webcast for advisers - Standard Life Investments: Webcast: Small Caps back on track in 2015

Exposure to Small Caps has been a positive experience for investors this year, with the sector driven on by a broadly supportive macro-economic picture. However, with concerns growing over valuations and the progress of headline equity indices, how are Small Caps placed for the months ahead? more...

Investment Events for Financial Advisers and Paraplanners - Standard Life Investments: Webcast: MyFolio - Quarterly Update

Bambos Hambi, Head of Funds Management, will provide an update on our MyFolio Range. The MyFolio Funds are carefully constructed risk-based portfolios which offer your clients a choice of active and passive investment strategies across 5 risk levels. more...

Investment webinar for Financial Advisers and Paraplanners - BrightTalk: US Equities Summit

U.S. Equities have been going up for six years now! That's a lot longer than the typical bull market cycle, but there are plenty of reasons for investors to be nervous right now: the Federal Reserve is likely to hike interest rates later this year and the USD is at all time highs hurting domestic companies that do business overseas, so how much longer can this upswing last? more...

Investment Webconferences for Financial Advisers and Paraplanners - Schroders webconferences in May

Investment Webconfrences: Schroder UK Growth Fund plc Schroder Strategic Bond Fund Schroder Tokyo Fund Schroder US Mid Cap Fund more...

pensions webcasts for financial advisers and paraplanners - Prudential: Pensions Freedom WebEx series – sign up now!

Prudential are delighted to be running a series of WebExes on the new pensions freedom aimed at helping you identify new financial opportunities with your clients. more...

Pension news for Financial Advisers and Paraplanners - Free guide to investing in retirement age available from AILO

The Association of International Life Offices (AILO) offers a free guide to help those of retirement age make decisions about how to use an established pension pot. more...

Investment Webcast for Financial Advisers - Making the case for Emerging Markets – M&G Webcast

On Tuesday 21 April, Matthew Vaight, manager of the M&G Global Emerging Markets Fund, will host a webcast briefing more...

Election Webinar for Financial Advisers and Paraplanners - Prudential: Pre Election Special WebEx - what could it mean for you and your clients?

Join Prudential’s WebEx on Wednesday 22 April at 9.00am, 11.00am or 1.00pm to help you identify new financial opportunities with your clients. more...

Pensions News for Financial Advisers and Paraplanners - Standard Life Investments: The investment challenges of decumulation

The new pension ‘freedoms’ The significance of volatility Innovative multi-asset strategies to help achieve retirement goals more...

Webcast for advisers - Prudential: Guidance Guarantee and the Opportunities for Advisers WebEx

Prudential invite you to join their WebEx this Thursday (26 March) to help you identify new financial opportunities with your clients. more...

Budget news for financial advisers - The UK Budget 2015 is today...

The Chancellor of the Exchequer, George Osborne, will stand up later today for his annual Budget speech. more...

Auto Enrolement news for Financial Advisers and Paraplanners - Now Pensions: Auto enrolment webinars

NOW: Pensions is pleased to announce a series of IFA webinars to support you and your employer clients through the auto enrolment process. more...

Investment Webcast news for financial advisers and paraplanners - M&G webcast with Richard Woolnough and Stefan Isaacs

On Wednesday 11 March, M&G will be hosting a webcast briefing by Richard Woolnough and Stefan Isaacs, fund managers in the M&G Retail Fixed Interest team. more...

Retirement Event for Financial Advisers and Paraplanners - Register now for

Your clients need you…The future of retirement income planning – a live and interactive webinar more...

Learning Event for Finnancial Advisers and Paraplanners to attend - Kinder Institute Events - Special webinar with George Kinder

George Kinder, thought leader, best-selling author, and father of the Life Planning movement, will be hosting two, free, live webinars on Life Planning in February! The first is designed for advisers to attract clients through web-based Life Planning services and the second is aimed at consumers who want to design a Life Plan for themselves. more...

Investment Webinar for Finnancial Advisers and Paraplanners to att - Prudential are hosting the PPMG Economic Update & 2015 Bonus Declaration WebEx on 27 February

How has the expertise of PPMG affected the performance of Prudential’s key Multi-Asset Funds over the past 12 months and what's in store for 2015? Plus news about Prudential's Bonus Declaration. more...

Investment webcast for financial advisers - Legg Mason - Webcast Invite -Western Asset Macro Opportunities Bond Fund

Join Joe Filicetti on 18 February for an update on the Legg Mason Western Asset Macro Opportunities Bond Fund. more...

Investment webcast for financial advisers - M&G will be hosting a webcast briefing with Stuart Rhodes, manager of the M&G Global Dividend Fund on Friday 6 February.

In the webcast, Stuart will provide a brief reminder of his approach to dividend investing, explain recent performance and describe how the fund is positioned to ensure it is on the best possible footing for the future. There will also be an opportunity for questions and answers. more...

Investment News for financial advisers and paraplanners - Standard Life Investments: Webcast: UK Real Estate Markets – Positive environment set to continue

George Shaw, manager of the Ignis UK Property Fund, provides an overview of the current market environment and how the Fund is positioned to benefit going forward. more...

Investment News for financial advisers and paraplanners - M&G: ECB embarks on QE – a discussion

Recently, Fund Manager Stefan Isaacs held a webcast following the announcement that the European Central Bank will embark on its own quantitative easing programme from March, worth around €60 billion/month over the subsequent 18 months. more...

Protection podcast for financial advisers - Scottish Widows: Esther Dijkstra on Scottish Widows Protection and Improving Customer Engagement

Scottish Widows must be one of the most iconic brands in UK financial services. And after almost a ten-year absence they are about to launch back into the adviser protection space. more...

Investment News for advisers - Fidelity: Emerging Markets in 2015

Despite a turbulent year, emerging market equities delivered positive returns in 2014. In this live webcast, Nick Price will assess prospects for 2015 and the potential impact of geopolitical developments and weakening commodity prices. Who will be the winners and losers in 2015? more...

Investment News for financial advisers - Aberdeen Asset Management: Invitation to Live 2015 Outlook Webconferences on Asian and Emerging Markets

To hear about the performance of Asian and emerging markets in 2014 and the outlook for the year ahead, sign up to our upcoming live webconferences. more...

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