Industry news and views from Panacea and our partners.
Partner Events_
Claim your FREE ticket to the No. 1 event for VCT & EIS investors and advisers
AngelNews is offering IFAs and Wealth Managers complimentary tickets to The VCT & EIS Investor Forum 2019, which takes place in London on 21 November 2019.
NMBA Apprenticeships: 2019 start dates still available
The New Model Business Academy, part of the SimplyBiz Group, has seen its ever-popular apprenticeship programme go from strength to strength after receiving further funding last month from the ESFA, and launching a new course for Mortgage Advisers to sit alongside their Financial Adviser and Paraplanner programmes.
Horizons: Lifetime Savings & Investments 2019
Horizons: Lifetime Savings & Investments 2019 will bring together leaders in the world of pensions, long-term savings and retail investments for an exciting conference set to cover the hottest topics facing the industry, including open pensions, the pensions dashboard, DB-DC transfers, ESG, robo advice, evolving retirement solutions and more.
Nucleus: illuminate live
Illuminate live has been designed to provide you with access to some of the best thought leaders in the industry delivering relevant, engaging and actionable content. With no product push, the only cost to you is the time away from your desk.
threesixty Technology Emporiums
threesixty Services is organising a series of Technology Emporium events across the UK this Summer.
SRI Services: Save the Date - 9 October Good Money Week event
'back by popular demand' we are currently planning our annual Good Money Week event - (primarily) intended for financial services intermediaries.
Old Mutual Wealth: Supporting your clients when they need you the most
Join us at our 2019 protection seminar where our experts will be exploring the needs of vulnerable customers throughout the advice journey.
Old Mutual Wealth: Seminar invite: supporting your clients when they need you most
In the 3.5 hour seminar we will discuss the increasing FCA focus on vulnerable customers, including who might become vulnerable and what you can do to support your clients throughout their financial planning journey.
Defaqto: Lets talk PROD, sustainable investing and diversifying sources of income in retirement
Join Defaqtos Retirement income roadshow in May in Airth Castle Stirling, Tracy Park Bristol, Mere Court Knutsford, Marriott Arden Solihull, or Tankersley Manor Barnsley. Each event is accredited by the CII for up to 2 hours and 40 minutes of structured continuing professional development.
News from RSMR
Spaces still open for RSMR in the City - London 2019 Our 3rd London Conference is being held at Merchant Taylors' Hall on Threadneedle Street, on Thursday 28th March 2019.
Defaqto: May 2019 Retirement Income Roadshow dates revealed
Defaqto has announced dates for its annual Retirement Income Roadshow. This year, we will visit Stirling, Bristol, Mere, Solihull and Tankersley. The half day CPD accredited seminar will focus on financial planning challenges of generating income for clients. The five sessions will be delivered by speakers from Defaqto, Miton, Quilter Investors, Parmenion and Schroders Cazenove.
Dynamic Planner: First Annual Conference in Manchester Wows Audience
Our first ever Annual Conference in Manchester proved to be a fantastic occasion at the award-winning Manchester Central. The day was supported brilliantly by a great audience of financial services professionals.
Legal & General Home Finance Breakfast Roundtables - Using Property Equity for Income
Join our product specialist, Amy Mulvey and our Head of Adviser Sales, Rob Miles at one of six locations, to discuss how you can help shape your clients portfolios by utilising their property equity for income.
Old Mutual Wealth: Pension Masterclasses: Responding to change and dealing with the known knowns
Whatever your clients envisage for their retirement, having the right plans in place is crucial to give them the confidence to enjoy it. Our 2019 pension masterclasses will explore some of the crucial planning issues youll need to know about when delivering pensions advice to your clients. Spaces are limited, so register now to secure your place.
Kinder Institute: Join our Seven Stages of Money Maturity Workshops and Receive CE Credits!
A Model for Understanding and Developing Client Relationships A two-day workshop that will help you improve your ability to inspire clients to action toward their goals and establish broader and deeper relationships with your clients, making them clients for life. This workshop trains advisers to help their clients find freedom and financial security by developing clarity and ease around their relationship to money. George Kinder or Louis Vollebregt will be leading these workshops. The Kinder Institutes proven method is used by thousands of successful advisers worldwide. All spoken in English unless noted under the date.
Register now for the Joint Investment Forum 2019
There is plenty for investors to think about as we approach the new year. Central banks across the world continue to tighten monetary policy, trade tensions are escalating between the US and China, and the UKs exit route from the European Union is far from clear.
sriServices and Fund EcoMarket news
This one is primarily to let you know that the videos from our 3 October 'Sustainability & Suitability' event are now available on our YouTube site that you can view here!
UnderwriteMe: Protection Reimagined
Whether its new adviser systems or the introduction of AI and Robo Advice, technology is clearly impacting the industry and changing how we work and communicate. But are you making the most of these changes?
UnderwriteMe: Protection Reimagined
Whether its new adviser systems or the introduction of AI and Robo Advice, technology is clearly impacting the industry and changing how we work and communicate. But are you making the most of these changes?
UnderwriteMe: Protection Re-imagined
Calling all advisers! Come and join us at our seminar and learn more about the future of protection and how you can keep your business modern and forward thinking as the new age of technology dawns upon us.
Kinder Institute: NAPFA and ACP Pre-Conference 2-Day Seven Stages of Money Maturity Workshops
A two-day workshop that will help you improve your ability to inspire clients to action toward their goals and establish broader and deeper relationships with your clients, making them clients for life.
L&G: Spotlight on Income Roadshows 2018
Legal & General believe that by working alongside advisers, there is an opportunity to transform and improve the retirement marketplace with their award-winning products
Have you registered for M&Gs Meet the Managers Roadshow?
Dont miss your chance to register for the M&G Meet the Managers 2018 Roadshow, a series of seminars specifically designed for our UK clients. Join M&Gs top fund managers as they discuss the economic backdrop and markets, and where they see challenges and opportunities for investors today.
Dont miss out: M&G Meet the Managers Roadshow
Join us this autumn for the opportunity to hear from M&Gs leading fund managers. With 9 venues around the country, dont miss a chance to hear their thoughts on key macro trends and asset class performance, as well as how they translate their views in portfolio positioning and strategies.
Invesco: Your invitation: Investment Intelligence Seminars 2018 Round 3
You can now sign up for the final round of Invesco Perpetual's 2018 Investment Intelligence Seminars. Make sure you reserve your space at one of the 70+ events!
Sustainability and Suitability
SRI Services & partners are delighted to announce our Sustainability and Suitability conference for financial services intermediaries, to be held in London on 3 October - during Good Money Week 2018.
Foot Anstey: Senior Managers and Certification Regime (SM&CR) webinar - 25 September 2018
In preparation, we will be running a series of updates on the new legislation, focusing on how the Core Regime under the SM&CR will operate and providing some practical advice on how firms can go about implementing the SM&CR into their organisations, the key issues likely to arise, and how to deal with them. The long transitional period provided by the FCA gives firms an opportunity to address any key issues in good time whilst minimising disruption to day-to-day business and strengthening internal governance.
Prudentials Suitability Matters seminars are coming your way
Regulation is never far from the news. Whether its MiFID II, DB transfer advice or FCA market studies, theres always something to keep up to date with.
Multi-Manager Forum: Last chance to register
Join BMO Global Asset Management, Janus Henderson Investors, Jupiter and Schroders at our nationwide Multi-Manager Forum 'Meet the Managers' events. This series, Lawrence Gosling, financial journalist, will host the events and moderate the new panel debate.
Continental European Equity Income Investing: The Power of 3 Roadshow
2018 has already seen substantial volatility both in markets and interest rate expectations. The market rally led cyclicals was followed in February by a sell-off in the Technology sector and then a global correction. Equities fell, paradoxically in response to economic growth being stronger and therefore an increased likelihood of rising interest rates. Technology was especially impacted by market concerns about the higher cost of debt on a sector which traditionally has more leverage. While bond yields backed up, they still remain very low in historical terms, structurally fixed in terms of the income they are able to generate and investors globally continue to bemoan the absence of easily available, secure yet attractive yield.
Don't miss M&G and Prudential at the Learning Matters Seminars in May!
Don't miss the upcoming Learning Matters Seminars in May, designed to give you 90 minutes of structured CPD. With speakers from M&G and Prudential, the event will cover:
LV=Fresh ideas on who to target & how to add juice to your IP conversations
Wake up to IP is back for 2018 IP protects against our biggest financial risk: a sudden income shock due to long-term sickness. That's why LV= believe IP is the most important protection product for UK working families.
Your Invitation: The Power of 3 Roadshow
Join J.P. Morgan Asset Management, Schroders and BlackRock for the 2018 Power of 3 Spring Roadshow.
Professional Adviser 360
Welcome to PA 360, an exciting and exclusive new event from Professional Adviser. Has there ever been a better time to be a financial adviser?
Save the Date: Investment F1orum - Mercedes-Benz World
BlackRock, Allianz Global Investors, Old Mutual Global Investors, M&G Investmentsand Schroders will be at Mercedes-Benz World on Tuesday 1 May 2018 for the next Investment F1orum.
The Utmost Technical Academies are back for 2018
Following the successful schedule of academies in 2017, Utmost are delighted to announce the dates for the first series of their 2018 programme. The forthcoming series is titled Financial Planning with Trusts and focuses on the different types of trusts in the financial planning environment.
Prudential: Planning Matters delivering your clients income needs
Prudential are running 22 seminars across the UK between 24 January and 22 March 2018. Prudentials Pensions and Investment experts are giving a holistic view on the needs and aspirations of clients with an emphasis on optimising customer outcomes.
Prudentials Oracle Live webexes deliver over 30hrs structured CPD
Its not too late to top up your own CPD or get a flavour of what to expect in 2018. Take a look here.
2018 Rathbones Adviser Roundtable seminars
Following the success of the 2017 Adviser events Rathbones will run a series of roundtable seminars throughout January and February. At these events Rathbones will look at the year ahead from an investment and regulatory perspective.