Partner Webcasts

FCA Thematic Review - Annuities Sales Practices

The FCA states that annuities are an important product for the retirement market and that people with average sized pension pots are well served by the right annuity purchased via the Open Market Option relative to alternative drawdown strategies. This is particularly appropriate for clients with a low appetite for risk. more...

Webcasts for Financial Advisers - Schroders webconferences in December

Global Outlook - 2015: A diverging world 2015 will be a crucial year for a number of countries and markets. more...

webcasts for Financial Advisers - Prudential: The Autumn Statement is looming...

It's that time of year again when the Chancellor of the Exchequer, George Osborne, will give his annual Autumn Statement to Parliament. This year, it will take place on Wednesday 3rd December. more...

Investment news for financial advisers - Matching risk profiles and investment solutions

Risk is fundamental to investment and AllianzGI are leaders on a global scale in managing risk through a series of multi asset portfolios. Please join AllianzGI on November 25th at 10am for an informative webinar on matching investment solutions and client risk profiles. more...

CPD for financial advisers and paraplanners - Connect with videos, podcasts and webcasts

M&G Connect provides fund updates directly from the fund management floor. Updated on a monthly basis, these timely, short and informative updates aim to keep you connected with M&G’s investment team. more...

Investment update for financial advisers and paraplanners - Allianz Global Investors – Hear more about #SmartRisk

So you’ve played the game and been on the site – but you want to know how taking a new approach to risk in your portfolios and with your clients can happen? more...

Investment Webcast for advisers - M&G Global Basics Fund Webcast- with Randeep Somel

On Tuesday 4 November, M&G will be hosting a webcast briefing by Randeep Somel, manager of the M&G Global Basics Fund. more...

Investment update for financial advisers and paraplanners - J.P. Morgan: Bitesize fund call: JPM Fusion Fund range update

Recorded on Thursday 16 October, hear JPM Fusion Fund range manager Tony Lanning provide his views on the global economic landscape and explain how these views are shaping the positioning of the portfolios. more...

Investment News for Financial advisers - M&G Fixed Income Update Webcast- Replay Link

On Friday 17th October Fund Manager Ben Lord held a Fixed Income Update webcast. more...

Webcast for financial advisers - J.P. Morgan Bitesize fund call: Fusion Fund range update (Thursday 16 October at 15:00 BST)

In Q2 economic data rebounded strongly in the US, whilst geopolitical concerns remain at the forefront, most noticeably in Ukraine. With inflation remaining subdued attention is on the future actions of the Central Banks as the US and UK prepare to exit QE. more...

Webconference for financial advisers and paraplanners - BNY Mellon: Newton Global Higher Income Webconference Invitiation

Nick Clay, alternate manager of the Newton Global Higher Income Fund will provide an update on the Fund's performance and asset allocation. more...

Retirement Planning assistance for Financial Advisers - Scottish Widows: Insight on retirement planning for self-employed clients

This month we are continuing to look at the financial planning needs of small business clients. more...

Webcasts for Financial Advisers - Join J.P. Morgan’s Stephanie Flanders for her Q4 Market Insights webconference

J.P. Morgan Asset Management invites you to join Stephanie Flanders, Chief Market Strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference. more...

Retirement Webcast for advisers and paraplanners - An important technical webinar from LV= for financial advisers

Since the changes announced by the Chancellor in March, there are still a lot of questions to be answered before the evolution of pensions next April. more...

Pension & budget update for financial advisers - Prudential: UK Budget Hub

Prudential recognise that the Government's announcement in the UK 2014 Budget may allow your clients/employees/you greater freedom and control over how pension savings are drawn. more...

Webcasts for Financial Advisers - Standard Life Investment: Webcast: Further ECB easing to bolster European search for income

Following recent comments from European Central Bank Governor Mario Draghi, market expectation for further policy easing has increased. more...

Partner podcast - Roger Edwards Podcast: Edmund Tirbutt on Financial Media Case Studies and Storytelling

In this episode of the Marketing Protection and Finance Podcast I talk to a journalist who believes that we must all work together to push more positive stories out across all media. more...

Investment news for financial advisers - Standard Life Investments: Investment Insight: Unconstrained Investing - The Freedom to Perform

What exactly is ‘unconstrained investing’? More importantly, why do investors increasingly need to consider this key investment strategy as a complement to their equity allocation? more...

Webcasts for Financial Advisers and paraplanners - Standard Life Investment: Webcast: Steve Gazzard - views on the financial services industry & our online CPD solution

Dial in to hear Steve Gazzard, CEO of the Institute of Financial Planning (IFP), give his views on the financial services industry. more...

Partner Podcast - Roger Edwards Podcast with Derek Bradley

My guest today started Panacea Adviser which he describes as the modern online equivalent of that first financial coffee shop. more...

CPD events for Financial Advisers - Canada Life to continue providing CPD opportunities throughout the summer

Award winning technical experts will present a series of webinar events throughout August on the subjects of estate planning, onshore bonds and fund management. more...

Investment news for financial advisers - Standard Life Investments: Webcast: GARS, Roger Sadewsky

During the call we will discuss our Global Absolute Return Strategy. Covering key themes within the portfolio and a summary of our current portfolio positions and outlook. more...

Investment webcasts for financial advisers and paraplanners - BNY Mellon: Absolute Insight Fund Teleconference

Sonja Uys, manager on the Absolute Insight Fund will provide an update on the Fund's performance. more...

Better Business for advisers and paraplanners - Pete Chadborn on Adviser Business Models. Marketing & protection finance podcast episode 2

Is it possible to run a small adviser firm to meet the needs of every single potential customer? more...

Webcasts for Financial Advisers and paraplanners - BNY Mellon: Absolute Insight Fund Teleconference

Sonja Uys, manager on the Absolute Insight Fund will provide an update on the Fund's performance and asset allocation. more...

Investment webcasts for financial advisers and paraplanners - Canada Life’s July webinar events - CPD opportunity

We are delighted to announce our programme of webinar events for July. more...

investment webcast for financial advisers - Perspective on returns

Newton's 2012 paper, A perspective on returns, presented a qualitative model to describe the transition from the 'Great Moderation' to a more difficult economic and financial-market setting. more...

Platform webcast for financial advisers - Picking a platform, how and when to review your choice

Picking a platform, how and when to review your choice more...

Webcasts for Financial Advisers and paraplanners - LV= Webinar invitation

We are already seeing clear signs that the changes announced by the Chancellor in March will be bringing greater choice for those retiring, but with that choice comes harder decisions for advisers and their clients. more...

Investment news for advisers - Join J.P. Morgan’s Stephanie Flanders for her Q3 Market Insights webconference

J.P. Morgan Asset Management invites you to join Stephanie Flanders, Chief Market Strategist, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference. more...

Pension Planning webinar for financial advisers and paraplanners - LV= POST-BUDGET WEBINAR OPPORTUNITY

Our post budget seminar programme was hugely popular and it may be that you missed the opportunity to attend? more...

Investment News for advisers - BNY Mellon: Newton Emerging Income Fund teleconference - an update with Sophia Whitbread

Wednesday, June 11, 2014 10:30, Sophia Whitbread, manager on the Newton Emerging Income Fund will provide an update on the Fund's performance and asset allocation. more...

Investment News for Advisers and Paraplanners - Expert view: how BlackRock’s Portfolio Managers are navigating Europe’s recovery

Join us for a live panel debate with Andreas Zoellinger and Alice Gaskell, co-managers of the BlackRock Continental European Income Fund, who will look at the changing income landscape and explain why UK investors could look to European equities for a greater choice of yield opportunities. more...

Retirement webcast for advisers and paraplanners - Retirement Income Planning with Defaqto – Prudential Oracle Live WebEx

You are invited to our upcoming Oracle Live WebEx session with Matt Ward, Wealth Management Consultant from Defaqto and Vince Smith-Hughes, Head of Business Development at Prudential, on Thursday 22nd May. more...

Investment News for Advisers - Blackrock: Asian Equities Conference Call with Andrew Swan

Andrew Swan, Portfolio Manager and Head of Asian Equities at BlackRock, will be hosting a conference call to provide a macro-economic update on the region. Andrew will offer insights into the market events that could potentially affect your investments in Asia. more...

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