Industry news and views from Panacea and our partners.
Partner Events_
Artemis: Webinar: What's driving US Small caps?
After years of large-cap dominance, the Russell 2000 has outperformed the S&P 500 year to date: is there more to come? Join the Artemis team as they discuss why they believe broadening earnings, attractive valuations and cyclical tailwinds put US small caps in a strong position for future growth.
Aberdeen: MyFolio Q2 webinar
22 July 9:30-10:30am Join Aberdeens MyFolio Q2 webinar featuring the latest macroeconomic outlook and review of the MyFolio fund ranges.
M&G: Paraplanners Assembly 2026: Tune up your tax year end to-do list
Mark Devlin joined host Richard Allum for a practical run through of everything paraplanners needed to consider ahead of tax year end.
Sustainability in Focus: SRI Services Annual Event Highlights
The latest SRI Services annual event brought together leading voices in sustainable investing to explore SDR labelling, the role of nature in investment decisions, and the investors place in the climate transition
Charles Stanley: Quarterly MPS Webinar - March 2025 - Charles Stanley
In each webinar we will discuss the economic outlook and how this guides our portfolio strategy and explore.
Scottish Mortgage Investor Webinar: Your Questions Answered
In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders minds, from the impact of the Trump administration and investing in China, to artificial intelligence and portfolio positioning. Capital at risk.
Webcast - Pictet Strategic Credit
Please join us for a webinar on our Strategic Credit strategy exploring the potential benefits of a global unconstrained approach in today's evolving financial landscape.
Register now: Rathbones Asset Management Multi-Asset Webcast
Rathbones Asset Management is delighted to invite you to their upcoming webcast on 26 February at 10.OOam with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.
Pictet-ReGeneration Launch Webcast
Biodiversity is in rapid decline1, largely caused by over-consumption of the world's natural resources. We believe investors have a role to play in creating the conditions for nature to regenerate itself by moving to a regenerative economy.
Columbia Threadneedle: Adviser Edge: On the Road
Join us at one of 15 locations nationwide in September and November for an interactive and in-depth seminar, accredited for 2.5 hours of structured CPD. The topics covered will be 'Using trusts for estate and inheritance tax planning' and 'FCA Consumer Duty what is that all about?.
Ingenious webinar: Improving client outcomes with IEP Apex
Join us next Thursday, 28 April to learn how IEP Apex the only BR service with no-cost IHT cover built in can help you improve outcomes for your clients and their beneficiaries.
Jupiter Sustainable Investing Academy (3 hours)
In recent weeks we have been proud to present the Jupiter Sustainable Investing Academy, a series of six 30-minute online training sessions featuring an array of sustainable investing experts from across Jupiter.
Royal London are delighted to be supporting Ethical Finance 2021
Royal London are delighted to be supporting Ethical Finance 2021. Organised by the Global Ethical Finance Initiative (GEFI), the summit will be taking place from 8-10 June. Over 1,500 delegates from 100 countries are set to come together for a virtual summit dedicated to driving positive change in financial services.
Prudentials Previewing the review for clients in SIPP Drawdown seminar (60 minutes)
Prudentials Previewing the review for clients in Self Investment Personal Pension Drawdown seminar is now open for booking Wednesday 9 June from 9.30am to 10.30am, follow by 30 minute Q&A.
M&G 360
Our virtual event series, M&G 360, offers a panoramic view of global markets, covering topical issues such as Impact Investing, the outlook for bonds and Multi-Asset Income investing.
AdviserTech LIVE! 2021: A new adviser mindset
Digital can transform the way you do business, youve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.
Prudential: Our Future of Pensions Advice seminars are coming to you virtually
Prudentials three-part seminar series on 'The Future of Pensions Advice' is now open for booking. The virtual seminars will run over three mornings on Tuesday 11, Wednesday 12 and Thursday 13 May.
M&G: Episode 4: Diversity & Inclusion: More Than Just Metrics and Gender
ESG agendas have shot to the fore in the last couple of years and we have seen investors increasingly integrating ESG into their investment decisions. But where does diversity and inclusion sit within the realm of ESG? And why is this such an important topic?
Aegon: Financial Wellbeing conference
Aegon are supporting this years Initiative for Financial Wellbeing conference Making Happiness Pay, taking place on 26 and 27 May 2021.
Prudential have added to their range of sustainable multi asset funds
Prudential have added to the wide range of investment options already available on the Retirement Account, with the introductions of M&Gs Climate Solutions Fund and sustainable multi-asset fund range.
Last chance to register for The Virtual Joint Investment Forum 2021
With 2020 behind us and a hopeful year ahead, we will be kicking off 2021 with our first virtual event at 09:30 on Thursday 7 January 2021.
Morningstar Investment Conference
The all-digital Morningstar Investment Conference (16-17 November) offers a unique opportunity to watch the great content on the UK agenda, from wherever you are.
The Octopus AIM VCTs fundraise webinar
With Octopus AIM VCTs open to new investment, watch now to hear from senior fund managers in our Quoted Smaller Companies team.
Join Nucleus and NextGen Planners at illuminate live reimagined 2020
Join us and our friends at NextGen Planners for illuminate live reimagined. We've got a great line up of expert speakers, starting with Rohan Sivajoti Co-founder of NextGen Planners on Sep 24. For all the details and to save your spot click the link.
Nucleus: Illuminate live reimagined 2020
We're delighted to have Rohan Sivajoti from NextGen Planners curate our Illuminate Live event series for 2020. Save your spot now.
Nucleus: Illuminate live reimagined 2020
Illuminate live reimagined for 2020: join Nucleus and NextGen Planners for a series of four great online events from the comfort of your home. Find out more and save your seat.
Square Mile Research: Join us for ESG Pathway
Launching on the 24th September, Square Mile have partnered with ESG Clarity to bring you ESG Pathway a new series of virtual events focussed on ESG and Responsible investment. This four part series has been designed to expand the dialogue between advisers, asset managers and industry experts. Register now to join the conversation
The Octopus Online Show: Advising later life clients during a pandemic 26 June, 10am
The Octopus Online Show is our new online series. Well be coming to you on the last Friday of each month with 45 minutes of engaging content.
SRI Services and Partners Good Money Week event 2020 - Invitation
SRI Services and Partners' Good Money Week event sign up form has just gone 'live' on Eventbrite.
Moneyinfo - Threesixty Technology Events 2020: Thinking About Advice Differently
Register for the 3rd series of threesixty Technology Events across the UK in June & July 2020 designed specifically to address the challenges faced by financial advisers, wealth managers and DFMs. Discover how a new breed of technology suppliers are reinventing traditional advice processes. Learn how these companies are providing an innovative approach to specific challenges when delivering advice.
Boring Money: Digital Investment Advice 2020
In 2020, Boring Moneys Fin-k Tank event will become our 'Digital Investments & Advice' seminar. Again we are set to be kindly hosted by our partner Aviva at their HQ in London.
Rathbones Q1 adviser seminars
Rathbones annual adviser seminars return early in the new year, with 28 events taking place across the UK. The seminars will run from 14 January to 5 February.
Transparency Task Force: The woes of Woodford - who needs to learn what?
The overall purpose of this particular symposium is to shine a bright light onto the important topic of costs/charges, in keeping with TTFs mission to help fix whats wrong in financial services, so consumers get a better deal; and trust and confidence can be restored.
Schroders: The Great Wealth Transfer breakfast Wednesday 4 December 2019
Schroders & Octopus Investments would be delighted if you would join us for The Great Wealth Transfer breakfast seminar starting at 8.30am on Wednesday 4 December at 1 London Wall Place.
Transparency Task Force: Would you like to be included at our symposium on 5th November?
There is a wide range of stakeholders getting involved including politicians, policymakers, regulators, professional bodies, academics, law firms, regulation consultancies, pension schemes, asset managers, financial planners; and all types of commercial organisations.
Investment F1orum
Allianz Global Investors, Merian Global Investors, M&G Investments, Schroders and BlackRock have once again joined together to host the next Investment F1orum in November 2019 at Williams Conference centre.
You are invited to the Invesco 2019 Investment Intelligence Seminars - 80 mins structured CPD
Register now for Round 3 of the Invesco 2019 Investment Intelligence Seminars, running from September to December with over 70 venues and dates to chose from. These are amongst the most popular events in the market - spaces go fast, so make sure you sign up!
Money Marketing Interactive Harrogate
Money Marketing Interactive is perfect for financial professionals seeking the answers to the big challenges and questions facing the financial advice community today. The one-day event offers a selection of over 15 sessions for you to choose from in order to tailor your day to your specific business needs.
Defaqto: October Roadshow program: Drawdown, slowbalisation and sustainable investing
Our popular CPD Multi-asset roadshow is back. Hear the experts from Canada Life Investments, First State Investments, Orbis Investments, Royal London Asset Management, and Defaqto who will take you through the considerations when directing client money towards multi-asset solutions.
Register now for Prudentials '2020 AND BEYOND' Seminars
Keeping up the with changes impacting us is challenging. Increased regulation and complexity everywhere means advisers need to save time whilst still maximising returns for clients.