Previous events
All previous events
Live Webinar - Retirement Income: Strategies to Manage Underspend and Overspend Risks
Live webinar - hosted by Jeremy Martin of Canada Life - Reviewing the wider range of advice options for those at or approaching retirement.
View event detailsLive Webinar - Debunking the Common Myths surrounding Structured Products
Live webinar - hosted by Wayne Harding of Investec - Identifying common misconceptions relating to Structured Products
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FCA Event - Q&A with Gordon Findlay
An opportunity to submit a question/s to the FCA on the impact of COVID-19 on the mortgage professionals and their clients.
View event detailsWebinar- The Rise of Errors & Omission Claims against Brokers and Why Broker PI Premiums Are Soaring
Alan Chandler, who is widely regarded as one of the leading trainers and presenters within the UK, will provide a number of examples of how the tide of litigation is turning against insurance brokers and what they need to do to mitigate their E&O risks. Important Information: The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.
View event detailsLive Webinar - Defined Benefit Pension Transfer Advice - Update on Contingent Charging FCA PS 20/06
Live webinar - hosted by Gareth Davies of Scottish Widows with live Q&A with Mark Goold and Sandra Graham of FCA - Reviewing the recent FCA Policy Statement on Pension Transfer Advice (PS 20/06)
View event detailsLive Webinar - Death Benefit Planning Opportunities (45mins)
Live webinar - hosted by Jamie Clark of Old Mutual Wealth - Review of planning opportunities provided by pension death benefits
View event detailsLive Webinar - General investments vs. Onshore bond vs. International bonds
Live webinar - hosted by Cathy Russell of Canada Life - This session will compare the benefits of General Investment structures with onshore bonds and international (offshore) bonds.
View event detailsLive Webinar - Business Protection Workshop (June 2020)
Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited.
View event detailsLive Webinar - Behavioural Biases in Equity Investment
Live webinar - hosted by Emma Mogford of Newton Investment Management. - Considering how to overcome the inherent biases in equity investment, especially in a crisis.
View event detailsLive Webinar - Income Drawdown - The Good the Bad & the Ugly
Live webinar - hosted by Craig Muir of Royal London Asset Management - Considering how to overcome the inherent biases in equity investment.
View event detailsLive Webinar - The Advantage of Advice
Live webinar - hosted by Angie Staunton of Vanguard Asset Management - Considering how to quantify the value of advice provided to clients.
View event detailsLive Webinar - Business Protection Workshop (May 2020)
Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited.
View event detailsWebinar- The Perfect Storm - How capacity is disappearing fast from the UK insurance market
Alan Chandler, who has recently delivered the very well received BI and Covid-19 sessions will be providing this webinar on exploring why capacity is draining out of the UK insurance market, and why we are moving into a very hard market where niche covers will be difficult to place. Important Information: The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.
View event detailsLive Webinar - The Inescapable Truths of Disruption, Income and Modern Life (45 mins)
Live webinar - hosted by Stuart Podmore of Schroder Asset Management - Reviewing alternative methods of income generation
View event detailsLive Webinar - Principles of ESG investing during and after Coronavirus (45 mins)
Live webinar - hosted by Graham Findlay of BMO Global Asset Management - Considering the principles of ESG investment, reviewing the impact of Coronavirus on your investment process.
View event detailsLive Webinar - Business Relief Workshop (90 mins inc. group work)
Live webinar - hosted by Anne Slater-Brooks of Triplepoint Consulting The session will provide an update on Business Relief following the March 2020 Budget and will identify planning opportunities with this allowance, and including an interactive workshop element.
View event detailsLive Webinar - Offshore Bonds: the Best of Both Worlds (60 mins)
Live webinar - hosted by Cathy Russell of Canada Life - This session will review the various types, features and differing benefits of the use of offshore bonds within the planning process.
View event detailsLive Webinar - What does 5MLD means for Trustees? (45 mins)
Live webinar - hosted by Anne Slater-Brooks of Triplepoint Consulting - The session will provide a legislative update regarding the 5th Money Laundering Directive and how this will impact on estate planning.
View event detailsLive Webinar - Macro Review and Income in Retirement update (60 mins)
Live webinar - hosted by John Haynes and Harris Gorre (Investec Wealth & Investment) - Macro review of 2020 and outlook - consideration of the options for increasing the predictability of income generation in pension planning **please not amended start time**
View event detailsLive Webinar - Annual Allowance and Taper Relief - updated for FY 2020/21 (45mins)
Live webinar - hosted by Jamie Clark of Old Mutual Wealth - Annual allowance and taper relief review (updated for 2020/21 tax year)
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