Partner Videos

Pension assistance for Financial Advisers and Paraplanners - FundsNetwork: Taking CII exams next month?

With over five hours of content, broken down in snippets of eight-minute tutorials, FundsNetwork's library of retirement technical videos can help you prepare for CII pension exams. Their video focusing on exam technique tips is particularly popular at this time of year. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Watch the Talking Factsheet for First State Asia Focus fund

An attractive long-term option for investors seeking exposure to the Asian region, watch the latest talking factsheet for the First State Asia Focus fund. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Schroder Asian Income fund: Talking Factsheet

Watch the latest talking factsheet for the Schroder Asian Income fund, a seasoned Asian equity investor with a sensible investment approach. more...

Investment news for Financial Advisers and Paraplanners - Rathbone UK Opportunities Fund

Alexandra Jackson, saw her Rathbone UK Opportunities Fund outperform the sector, in what was a turbulent year of highs and lows. She looks to the future, and explores whether we’ve seen the last of the Boris Bounce. more...

Investment news for Financial Advisers and Paraplanners - Rathbone High Quality Bond Fund

Noelle Cazalis, Rathbone High Quality Bond Fund manager reflects on a good performance for a relatively new fund and the key driving factors during the fund’s inaugural year. more...

Protection news for Financial Advisers and Paraplanners - New! Cancer care CPD video from The Exeter

Chief Medical Officer for The Exeter and leading specialist in early cancer diagnosis, Professor Willie Hamilton CBE, MD, FRCP, FRCGP shares his knowledge in this video on Cancer Care: Present and Future. more...

Investment news for Financial Advisers and Paraplanners - Rathbone Ethical Bond Fund

Rathbone Ethical Bond Lead Fund Manager, Bryn Jones reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020 more...

Investment news for Financial Advisers and Paraplanners - Rathbone Global Opportunities Fund

James Thomson, who has managed the Rathbone Global Opportunities fund for over 15 years, deep dives into another successful year which saw the fund outperform the sector, with a first quartile positioning. more...

Retirement news for Financial Advisers and Paraplanners - FundsNework: Money purchase annual allowance (MPAA)

Watch this short FundsNetwork's retirement video explaining the intricacies of the MPAA. What happens when it is exceeded, what's the impact on the annual allowance, what events trigger it, and much more. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Talking With Hanneke Smits

Talking ESG integration, being Non-Exec at the Bank of England and giving something back with Hanneke Smits, Chief Executive, Newton Investment Management and Richard Romer-Lee, Square Mile. more...

Investment news for Financial Advisers and Paraplanners - Rathbone Strategic Bond Fund

Watch Bryn Jones, Rathbone Strategic Bond Fund Manager discuss how learnings from 2019 will inform his investment decisions throughout 2020 and key investment themes he’s identified for the future. more...

Investment news for Financial Advisers and Paraplanners - Rathbone Global Sustainability Fund

Carl Stick, Executive Director, stands in for Fund Manager David Harrison to discuss one of the hottest topics of the moment ESG. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Investment Themes

In our latest Investment Themes video, William Davies, Chief Investment Officer, EMEA, discusses: The rise of electric vehicles Japan and its changing demographics The future for China Recession fears Equities versus credit in 2020 more...

Investment News for Financial Advisers & Paraplanners - Celebrating two years of infrastructure investing

The M&G Global Listed Infrastructure Fund has recently celebrated its two year anniversary. The fund, which is managed by Alex Araujo, launched in October 2017 to give investors access to the compelling investment characteristics of long-life infrastructure assets. more...

Investment news for Financial Advisers and Paraplanners - M&G: Opportunities in infrastructure investing

At M&G we look beyond the large assets that have obvious physical footprints, to the hidden infrastructure facilitating our increasingly digital world. In this short video fund manager, Alex Araujo, looks at the opportunities that evolving infrastructure provides investors, as well as M&G’s approach to investing in this asset class. more...

Investment news for Financial Advisers and Paraplanners - M&G: 2020 outlook – hidden in plain sight

Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this month’s video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020. more...

Investment news for Financial Advisers and Paraplanners - M&G: Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers? more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Schroder Strategic Credit

This is essentially a flexible, short-dated corporate bond fund, with the manager asset allocating between investment grade and high yield credit as he sees fit more...

Pension news for Financial Advisers and Paraplanners - Prudential Market Insights – September 2019

Sahil Shaikh, Portfolio Manager and M&G Treasury & Investment Office, discusses the good news amongst the bad in a slowing global economy, whether he thinks the looming global recession will be different to last time & how much impact the US/China trade war is having on the market's volatility. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: T Rowe Price Global Focused Equity

A conviction based global equity fund seeking growth opportunities more...

Investment news for Financial Advisers and Paraplanners - A strategy for the long term investing in global equities with some exposure to emerging markets

A strategy for the long term investing in global equities with some exposure to emerging markets more...

Investment videos for Financial Advisers & Paraplanners - Square Mile: Talking Factsheets - Matthews Pacific Tiger Fund

An all-cap portfolio with a focus on sustainable growing companies that can be held for the longer term. more...

Investment videos for Financial Advisers & Paraplanners - Square Mile: Talking Factsheets - AXA Framlington UK Select Opportunities Fund

A fund invested in growing businesses, of all sizes, run by a highly experienced and impressive manager. more...

Protection news for Financial Advisers and Paraplanners - Aegon’s Key person replacement service

Aegon’s Key person replacement service – supporting businesses when an owner or a key person is unable to work due to illness, injury or death. more...

Investment news for Financial Advisers and Paraplanners - M&G: Central banks turn on the taps

Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as dark clouds loom over the global economy. more...

Investment News for Financial Advisers and Paraplanners - Prudential Multi – Multi - Asset Investment Update

Join Phil Butler, Multi Asset Portfolio Manager at M&GPrudential Treasury and Investment Office, for a reflection on market performance across 2019 so far. In this video, he also looks at the Fed’s rate cuts, notable investment activity across Q2 and also outlines if there’s cause for concern when it comes to the mixed macro picture that’s appearing. more...

Ethical investment news for Financial Advisers & Paraplanners - Prudential: ESG investing

Ben Constable- Maxwell, Had of Sustainable and Impact Investment with M&G Investments, discusses ESG, who it’s for, strategies, drivers and ESG in practice. more...

Investment News for Financial Advisers and Paraplanners - M&G: Falling yields – has gold got its shine back?

Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind investors’ renewed interest in the yellow metal. more...

Investment video for Financial advisers and paraplanners - Invesco: Flying update: Three things to consider in autumn

119 seconds – Back to school! Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses three things you need to think about when it comes to fixed income portfolios this autumn. more...

Partner Video for Financial Advisers and Paraplanners - Fund Update: M&G Optimal Income Fund

In this short video, fund manager Richard Woolnough explains why he doesn’t share the market’s nervousness about prospects for the global economy, and how this view is reflected in the fund’s positioning. After a positive first half of the year for risk assets, Richard discusses where he believes the best relative value now lies. more...

Investment News for Financial Advisers and Paraplanners - Invesco: What does the inverted US yield curve tell us?

The US yield curve inverted for the first time since 2007. What is the yield curve’s success in predicting previous US recessions? Is the inversion consistent with US data? What other reasons could be causing the inversion? Fund Manager, Stuart Edwards gives his views on the recent inversion of the yield curve. more...

Protection video for Financial Advisers & Paraplanners - Royal London: Everyone’s different

At Royal London, we understand everyone’s unique. That’s why our protection proposition isn’t ‘one size fits all’ more...

Investment news for Financial Advisers & Paraplanners - Schroders: Where's the value in European equities?

60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: What does the future hold for the advised platform space?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Business management news for Financial Advisers & Paraplanners - Old Mutual Wealth: How to spot a criminal posing as your client

Impersonation fraud, where a criminal hacks into an email account and poses as a client to request the withdrawal of funds, is increasingly common. In the first six months of 2018 alone there were 3,866 reported cases of impersonation scams in the UK. more...

Platform news for Financial Advisers & Paraplanners - Which way is pricing heading in the future?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Retirement news for Financial Advisers & Paraplanners - Old Mutual Wealth: How do you make sure your client’s pension meets their income needs?

Take three minutes to watch our latest Collective Retirement Account video where Ian Browne, pension expert, talks about how to tailor your client’s pension and make strategic alterations so that it stays up to date and on track with their requirements. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: Demystifying the technical aspect of pensions

With incessant industry change from a regulatory, legislative and technical perspective, FundsNetwork offers advisory firms comprehensive support including client-facing guides. Topics covered include carry forward, income drawdown, the annual allowance and much more more...

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