Industry news and views from Panacea and our partners.
Partner Webcasts_
M&G webcast: a sustainable multi-asset approach to investing
Please join us at our next webcast with Maria Municchi, Fund Manager of the M&G Sustainable Multi Asset Fund, as she introduces how the fund incorporates a responsible investment approach into a diversified multi-asset product, accessible to investors of all types.
The Practical Protection Podcast - Episode 1 - Epilepsy
We are so excited to bring to you our first proper episode, where we are talking about all things epilepsy and insurance.
The Exeter: Grab a coffee and let us do the work!
Do you ever want a quick chat about a product but dont have time for a full webinar? We know youre busy and thats why weve now got a handy online briefing form on our website so you can book a 20 minute product briefing, at a time to suit you.
Aviva Investors: Aviva Investors House View Q1 2020 Webcast
Earn CPD points! Watch our on-demand webinar and hear Stewart Robertson, Senior Economist, and Jerome Nunan, Investment Director Multi-asset, discussing the economic outlook for 2020.
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
Old Mutual Wealth: PENSION: Annual allowance excess tax charges and scheme pays Thursday 30 January 2020 at 10am
An increasing number of peoples retirement plans are being affected by the tax law. There is a lot of confusion and concern amongst clients.
M&G Webcasts: Richard Woolnough's outlook for 2020
Watch our latest webcast with Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, as he reflects on the opportunities and challenges for global fixed income in 2020.
Prudential: Les big fat quiz of the year
Register to join one of Prudentials webinar sessions on Thursday 19 December, to help you identify new opportunities with your clients.
FundsNetwork: The State Pension: the new vs. the old
In their technical guide FundsNetwork examine the differences between the new and the old State Pensions and the options open to clients should they wish to boost their entitlement by deferring their State Pension.
Join Aegons market outlook webinar earn 40 minutes of CPD time
Join Aegons Head of Portfolio Management, Richard Whitehall, on Wednesday 6 November 2019 at 4pm, as he gives a detailed view of the outlook for global asset classes.
FCA Paper CP19/25 panel debate webinar
Register to join one of Prudentials webinar sessions on Monday 21 October, to help you identify new opportunities with your clients.
Royal London Webinar: Take a closer look at our Diabetes Life Cover
Please join us from 2pm to 3pm on Wednesday 23 October for our next protection webinar to learn more about the features and benefits of our Diabetes Life Cover.
Aviva Investors sustainable income & growth fund webinar earn CPD points
As interest rates remain close to rock-bottom levels and retirement journeys become ever-more complex, the need for reliable income solutions has never been greater. In this environment, bottom-up security selection provides an alternative approach to conventional multi-asset income portfolios.
Baillie Gifford: Finding Europes Hidden Champions
There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to found, including potential tenbaggers, companies whose share price could increase ten-fold. Stephen Paice discusses in the latest episode of Baillie Giffords podcast Short Briefings on Long Term Thinking.
Aviva: Register today for our property webinar
Gain 30 minutes CPD at our upcoming property webinar. Join me as I take you through an overview of the current property market, let you know about the equity release trends we're seeing and hear about the common queries we receive.
Webinar: Defaqto Fund Reviews beyond the quantitative data
Join Defaqtos expert on 11 September to learn more about the latest Defaqto product in the fund research arena Fund Reviews and how they can help you to provide suitable advice and achieve better client outcomes.
Register to join one of Prudentials webinar sessions on Monday 2 September
This webinar will look at recent performance and Expected Growth Rates (EGRs) on the PruFund range of funds from Prudential. M&GPrudential Treasury and Investment Office (T&IO) will also provide updates on the market and current portfolio positioning for PruFund.
Defaqto: Assessing Critical Illness webinar
With over 500 thousand policies sold in 2017 (SwissRes Term & Health Watch 2018) its more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.
Prudential: 55%, 25% or 0%: How much should you pay when it comes to LTA?
Register to join one of Prudentials webinar sessions on Thursday 15 August, to help you identify new opportunities with your clients. Presented by Jacqueline Clezy Technical Manager.
Invesco: Webcall replay: Multi asset Q2 2019 review and macroeconomic outlook
In this webcall, Multi Asset Product Director, Clive Emery covers performance of the multi asset teams fund, any changes made to it during the second quarter of 2019 and the Henley-based macroeconomic outlook for 2019.
Prudential Investment Webinar Passive/Active Fixed Income why we use both?
Prudential invite you to join their Investment webinar Passive/Active Fixed Income why we use both on 1 August at 9.30am.
Aegon: Living and dying with the lifetime allowance webinar. Earn CPD time
Join Aegon's webinar on Tuesday 23 July to hear Martin Haggart, Aegon's Technical Pensions Manager, and Elaine Cruickshank, Aegon's Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance
Legal & General webinar: are lifetime mortgages a solution for silver separators?
Do you have clients going through a later life divorce? Are you looking for ways you can help without splitting their assets in half? Join Legal & General on 26 July at 10am, to find out how a lifetime mortgage, a loan secured on your clients home, could support them through this difficult time.
Legal & General webinar reminder: are lifetime mortgages a solution for silver separators?
Dont forget to register! Find out how a loan secured on your clients home, a lifetime mortgage, could help your clients going through a later life divorce. Join Legal & Generals webinar on the 26 July at 10am.
Prudentials FinTech Webinar Week 16th, 17th and 18th July
Technology is changing the way financial advisers work and it's also changing what clients expect from their advisers.
Webinar: Defaqto Engage Core and Intelligent Office integration
In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.
Royal London: Register for our next protection webinar - Why mortgage clients need income protection
Register for our next protection webinar - Why mortgage clients need income protection
Prudential Investment Webinar Why Alternatives?
Prudential invite you to join their Investment Why alternatives webinar on 4 July at 9.30am.
Royal London: Lifetime Allowance Webinar
Join Fiona Hanrahan and Jim Grant as they host a webinar master-class on the lifetime allowance on Thursday 20 June.
Prudential Bonds & OEICs taxation quiz
Register to join one of Prudentials webinar sessions on Thursday 20 June, to help you identify new opportunities with your clients. Hosted by Graeme Robb Senior Technical Manager.
Prudential Quarterly market & PruFolio update - register to earn structured CPD
Register to join one of Prudentials webinar sessions on Monday 3 June, to help you identify new opportunities with your clients.
Defaqto: Webinar: Overview of the retirement income market
In this presentation, Paul will provide an overview of the retirement income market based on the data provided by the FCA.
Defaqto: Webinar: Three steps to successful client reviews
Join us for a webinar focusing on client reviews with a few practical tips about how to perform them efficiently.
Aviva Investors: The untold story: UK equity income
Please watch our webinar where we reveal the secrets to building consistent outperformance over a 10-year period that has included numerous volatile events.
M&G: Webcast: 50 years of Recovery Investing
Please join Tom Dobell, fund manager of the M&G Recovery Fund, and other members of the Recovery Team as the fund celebrates its 50th birthday. During the webcast they will discuss why recovery investing is as relevant today as when the fund launched, their outlook on the UK market and why this presents a favourable picture for recovery investing and how the fund is positioned.
Aviva: CPD Webinar: The psychology of long-term investing
If you missed the chance to come along to one of our recent roadshow events, then we're offering you the chance to attend online.
Aviva: Your exclusive invitation to our Google webinar
Would you like to learn how to get more clients visiting your website from Google search rankings?
Defaqto: Webinar: Assessing critical illness cover
With over 500 thousand critical illness policies sold in 2017 (SwissRes Term & Health Watch 2018) its more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.
Register now M&G Sustainability Forum
Dont miss the opportunity to join us for M&Gs Sustainability Forums; a new series of educational, CII accredited events that offer 90 minutes of CPD. Join us to hear from M&Gs expert investment team and external speakers discussing the hot topic of sustainability.
M&G Webcasts: Overweight or underweight equities?
Register now for M&Gs next webcast with Ritu Vohora, Investment Director, as she explores the key themes that are shaping global markets in 2019. The webcast will be at 10am on Thursday 25 April.