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Financial Advisers

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Content for UK financial advisers

Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.

This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.

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Wowing by Design: Build Your Business by Design and Not by Default Michelle Hoskin, Operational Best Practice Expert in Financial Services Having an amazing business doesn't just happen by accident; it needs to be built by design! Michelle will share her inspiring insights of how to build your business by design and not by default; giving you the freedom from all those debilitating complexities and challenges that constantly distract your business from achieving its true potential and at the same time distracting you from becoming the ‘best’ possible version of yourself. Read more >
Mar 26 2015
45 mins
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  • Having an amazing business doesn't just happen by accident; it needs to be built by design! Michelle will share her inspiring insights of how to build your business by design and not by default; giving you the freedom from all those debilitating complexities and challenges that constantly distract your business from achieving its true potential and at the same time distracting you from becoming the ‘best’ possible version of yourself.
  • Find out how, even with a busy schedule, you can run more successful and effective meetings.

    Waste less time in unproductive meetings.
    Two things that will make you more efficient when planning your meetings.
    Ways to stop meetings overrunning.
    Never be late for a meeting again.
  • Join Prashant Chandran as he explores the key investment themes taking place in bond markets globally and how as an unconstrained bond manager a focus on portfolio construction and sophisticated risk management is crucial.
  • The Standard Life Investments' Strategic Bond Fund invests across the broad fixed income spectrum with the aim of delivering investors attractive risk-adjusted returns throughout the economic cycle. Our experienced team takes active allocation decisions, moving between different types of bond, to maximise the investment opportunity.

    Join us to hear members of the team discuss recent developments in global fixed income markets and how they have impacted the portfolio, as well as providing an update on our current outlook and some of the opportunities that we are currently exploiting within the fund.
  • The presentation will cover:
    - Europe: between very good news (QE) and bad news (Greece)
    - Europe: a weak euro + weak oil prices + very low interest rates + ECB QE = good surprise on growth before year end?
    - US: the Fed behaviour; Fed funds rate hike and USD strength
    - US: good macro-economic data vs deflation fears
    - US: international flows + BoJ QE and ECB QE + fight to quality = flattening of the US Treasury yield curve and 10- 30 yr rally despite macro and Fed
  • PIMCO's outlook on interest rates over the cyclical horizon - The risk of higher rates and the impact on fixed income - The role of fixed income in asset allocation - Enhancing fixed income returns
  • Due to increasing interaction across the fixed income market sub universities Mirabaud's Global Strategic Bond Fund aims to provide a value driven best ideas portfolio using a concentrated and top down thematic approach.

    With a robust investment process and active allocation our experienced top quartile managers aim to achieve superior returns with strict attention to capital preservation. Whilst index aware we are not index led and actively manage duration and credit exposure across all business cycles.
  • The fund looks to exploit opportunities across the full spectrum of fixed income securities, aiming for an attractive level of income, paid out each month.
    Join Michael Scott, lead portfolio manager, to hear about the fund and where the team are seeing the best opportunities at the moment.
  • Through a combination of in-depth research, collation of existing data, reference to case studies and analysis of regulatory pronouncements, the FCA’s own report published in December 2014 could not find any consumer benefit in RDR but still it continues to roll towards the removal of trail commission in 2016.

    Amazing but is it true?

    Panacea Adviser has teamed up with ‘ThoughtLeadership Live’ and Garry Heath to produce a FREE ‘Bento for One’ webcast to support and educate advisers on the results of the latest Heath Report.

    The Heath Report and Panacea Adviser ran a survey at the end of 2014 and beginning of 2015, to understand many of the unintended consequences of RDR and to both inform regarding ongoing regulatory developments and identify what improvements can be made to regulator accountability.

    The adviser’s first job is to challenge the client to start protecting and investing. The price of RDR’s commission free world is the removal of that challenge from the common man and with it any independence from the state when in need.

    This is RDR’s true dichotomy.
    As the Hendrix song goes: "There must be some kind of way out of here, said the joker to the thief”.

    But where?

    This webcast looks at lessons to be learnt from RDR and will be presented by Derek Bradley, CEO, Panacea Adviser and Garry Heath of The Heath Report who will run through the survey findings looking at unintended consumer detriment, destruction of adviser business values, adviser losses, which firms are likely to be affected and see if there ACTUALLY is a way out of here?
  • Thoughtleadership Webcast for Financial Advisers and Paraplanners.

    We each represent 1 in 3 billion+ internet users, a population that represents around 40% of the world’s entire population.

    Online fraud continues to increase on ‘the same curve’ with no small part of this attributable to the interception of email and its sometimes sensitive content.

    Email volumes continue to grow exponentially with over 182 billion currently sent every day.

    Professional Services

    The UK government is getting serious about cyber-crime - Keeping the UK safe in cyberspace policy and looking to the professional services sector to lead on the subject.

    “Trusted professionals …… are on the front line of cyber-attacks – they are privy to sensitive information (e.g. client lists, personal information, sensitive commercial information about upcoming deals) which might be attractive to criminals/others. They are also well-placed to encourage their clients to take appropriate actions to protect themselves.”

    Failure to address this subject can carry significant consequences - the regulators, Law Society / FCA / ICO, take a dim view on those who choose to gamble with their clients most precious of assets, ‘their data / identity’.
    It’s estimated that more than 1 in 12 of us might be the subject of fraud whilst winning the lottery carries a probability of 1 in 14 million – or putting it another way
    . . . . you are probably a million times more likely to be defrauded than you are to win the lottery !

    The Webinar
    Panacea and Mailock explore what steps you can take to help address this growing issue, convey value on your clients by offering them a secure communication service - www.BESecureMail.com - that others might neglect to mention and build the all-important trust so fundamental to conducting your business.

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