Industry news and views from Panacea and our partners.
Partner Webcasts_
Webinar: Save time with new, two-way Dynamic Planner iO integration
You can watch a demonstration of the new two-way integration between Dynamic Planner and Intelligent Office iO on Wednesday 17 April 10am. In it, you will learn how to import a clients details from iO, risk profile a client in Dynamic Planner and make recommendations for an existing portfolio all the time ensuring the clients details in Dynamic Planner and iO remain seamlessly in sync.
Prudential Technical Question Time Webinar
Register to join on Of Prudentials webinar sessions on Thursday 18 April, to help you identify new opportunities with your clients.
Defaqto: Suitability reports
Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core.
Prudential Investment Matters webinar
Join Prudentials Investment Matters webinar on 28 March at 2pm
M&G Investments: Webcast: Are we really at the end of the cycle?
Register for our next webcast with Richard Woolnough, fund manager of the M&G Optimal Income Fund, where he will share his latest macroeconomic thinking and how this is impacting the funds positioning. The webcast is on Tuesday 26th March at 10am.
M&G Investments: Webcast: Investment Opportunities in Infrastructure
Register for M&G and Sharing Alphas webcast with Alex Araujo, Fund Manager of the M&G (Lux) Global Listed Infrastructure Fund on Tuesday 19th March at 2pm. During the webcast, Alex will discuss the opportunities he sees in the infrastructure sector and will be answering questions from the audience.
Aviva: Discover how significant our relevant life insurance is
Like other relevant life insurance products, ours provides a tax efficient death-in-service benefit for business owners and key employees.
Aegon: Demystifying trust and IHT planning webinar earn 40 minutes CPD time
Watch our webinar to hear Elaine Cruickshank, our Tax and Trusts Manager, unravel the complexities of trust and IHT planning and spot new business opportunities. During the webinar Elaine covers:
Seneca Investment Managers Multi-Asset Market Winter Review and Outlook for 2019
Seneca IMs Head of Business Development, Stephen Hunter speaks with Peter Elston, CIO, as they discuss his outlook for 2019 as well as the reasons for a late 2018 Kaboom.
Aegon: We can help with tax year end planning
5 April is fast approaching, visit our tax year end zone to find all the resources you need to maximise the opportunities. You can also watch our webinar where our technical experts Elaine Cruickshank and Martin Haggart talk about the different financial planning opportunities at tax year end. If you view the webinar you can qualify for 45 minutes of unstructured CPD time, subject to verification.
Marketing and Finance Podcast 200
Panacea have been a massive supporter of the show since I launched 4 years ago and Derek has been a guest on the show twice talking about Panacea in general and about the Panacea Virtual Conference.
Are you investing for impact?
Investing to help improve society and the environment does not mean giving up economic returns. The M&G Positive Impact Fund, launched in November 2018, aims to invest in companies that address the worlds major social and environmental challenges, while generating long-term wealth for its customers.
Royal London: Webinar invite: tools to help you have better protection conversations
Please join us from 10.00am - 11.00am on Tuesday 19 February for a free webinar.
Defaqto: Building a multi-asset solution - how hard it can be?
Join Patrick Norwood for this short webinar from our series about building multi-asset solutions.
Prudential: Inheritance Tax webinar overview, update, planning & trusts
Register to join one of Prudentials webinar sessions on Thursday 21 February to help you identify new opportunities with your clients.
M&G Webcast: Introducing the M&G Positive Impact Fund
Investing to help improve society and the environment does not mean giving up economic returns. Register for M&Gs next webcast to find out more about impact investing and how its different from ESG, as well why investors do not have to sacrifice financial returns to invest in impactful companies.
Aegon: Register for our Demystifying trust and IHT planning webinar earn 40 minutes of CPD time
Join our webinar on Tuesday 12 February 2019 to hear Elaine Cruickshank, Tax and Trusts Manager
Old Mutual Wealth: Making the most of the pension funding tax breaks
The tax advantages associated with registered pension schemes can be enormously beneficial in helping members to secure their financial future.
M&G Webcast: Introducing the M&G Positive Impact Fund
Join us on Thursday 21 February at 10am, where we will discuss the recently launched M&G Positive Impact Fund with John William Olsen, fund manager, and Ben Constable Maxwell, Head of Sustainable and Impact Investing.
Invesco Global Targeted Returns Fund (UK) Q4 2018 review
Listen to Clive Emery Multi Asset Product Director discuss the Invesco Global Targeted Returns Fund (UK)s* performance in Q4 2018, new ideas in the fund, changes to the strategy and the Henley-based Multi Asset team's macroeconomic outlook for 2019.
Defaqto: Selecting investment strategies for income
Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in todays marketplace.
Prudential: Value for money without compromise webinar
With many advisers balancing the challenge of achieving greater diversification in a more cost effective way, theyll aim to demonstrate that sacrifice is not always required. Theyll explore where multi-asset solutions are being used to help achieve better outcomes for clients in a cost effective way while allowing advisers to meet their due diligence and regulatory requirements.
Defaqto Engage Core and Intelligent Office integration
In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate 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.
Defaqto Engage Core and Intelligent Office integration
In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate 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.
Webcast - Adviser Business Accelerator: Helping you to win more protection clients. Faster
86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - its limited time and resource.
Webcast - Adviser Business Accelerator: Helping you to win more protection clients. Fast
86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - its limited time and resource. Find out how we can help you to win more protection clients. Faster.
Intelliflo integration webinar
In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate 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.
Join Schroders, 7IM and Distribution Technology on 16 october at 11am
During the webconference, you will hear about the Dynamic Planner asset model process and how these exciting fund solutions are uniquely positioned to deliver consistent risk targeted investment outcomes to this framework.
Prudential: Defined Benefit transfers meeting client objectives and regulatory requirements
Register to join one of Prudentials webinar sessions on Thursday 18 October to listen to industry specialists discuss different aspects of Defined Benefit (DB) transfers.
Dont miss out: register to livestream M&Gs Meet the Managers
If youve missed the chance to attend a seminar near you, register now for the livestream on Friday 28th September at 10am. Tune in to hear four of M&Gs leading fund managers as they discuss the economic backdrop, markets and where they see challenges and opportunities for investors today.
BlackRock: Webinar: Navigating emerging markets turbulence Tuesday 11 October, 9:00am GMT
Rising macro uncertainty, a strengthening US dollar and emerging markets (EM) currency turbulence have led to market volatility and uncertainty. This has laid bare vulnerabilities that had, until recently been masked by plentiful global liquidity.
Schroders: High Yield: Understanding the risks and opportunities - webconference in September
Welcome to our webconferences email, keeping you up to date with our interactive sessions. In this webconference, Michael Scott, Credit Portfolio Manager, will outline the opportunities and risks presented by high yield bonds in the current rising rate environment.
Prudential: Regulatory reality check webinar
Register to join one of Prudentials webinar sessions on Thursday 23 August 2018 to help you identify new opportunities for your clients.
Invesco: Global Equity Income Strategies When will they stop underperforming the broader market?
With performance for Global Equity Income strategies lagging the MSCI World index for five years now, we listen with interest when we hear the suggestion that income-focused strategies are dead.
M&G Webcast: A conversation with Alex Araujo
Join this months webcast with Alex Araujo, fund manager of M&Gs Global Listed Infrastructure Fund. During the webcast, he will discuss the current environment for listed infrastructure and the impact of rising interest rates as well as the current positioning of the fund.
Majoring on the Macro M&G Prudential
Prudential recently ran a series of seminars across the UK, alongside M&G that proved really popular.
Key Partnerships: Equity Release Case Studies Webinar
Register now for our brand new 'Equity Release Case Studies' Webinar which will take place on Wednesday 20th June 2-3pm.
Royal London: Protection Webinar Discover tools to make selling protection easier
Protection Webinar Discover tools to make selling protection easier
Key Partnerships: Silver Pound - Bank of Mum and Dad Webinar
Register and earn structured CPD Register now for our brand new Silver Pound - Bank of Mum and Dad (BOMAD)'Webinar which will take place on Wednesday 23rd May 2-3pm. This webinar will take a look at the power of the Silver Pound and how the Bank of Mum and Dad is increasingly becoming an integral part of home ownership for many first-time buyers.