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  • Assessing critical illness cover
    Assessing critical illness cover
    Ben Heffer, Insight Consultant and Fiona Millar, Life & Protection Researcher Recorded: May 1 2019 10 mins
    With over 500 thousand critical illness policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.

    Join us for our webinar ‘Assessing critical illness cover’ to learn:
    •The different approaches to assessing CIC policies
    •Why the quality of the CIC definition matters
    •Defaqto’s model for assessing CIC policies as used in CIC Compare
  • Suitability reports
    Suitability reports
    Graham Jack, Insight Analyst and Ben Heffer, Insight Consultant Recorded: Apr 10 2019 10 mins
    Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core.

    In this webinar, we will cover:
    • the overall guidelines for suitability letters as required by the COBS rulebook
    • Defaqto’s approach to suitability letters
    • how this is enabled in Engage Core
  • Building a multi-asset solution - how hard it can be?
    Building a multi-asset solution - how hard it can be?
    Patrick Norwood, Investment Consultant, Defaqto Recorded: Feb 27 2019 12 mins
    Join Patrick Norwood for this short webinar from our series about building multi-asset solutions.

    In this webinar, Patrick will cover:
    • introduction to the multi-asset world
    • the process for building a multi-asset solution
    • risk scheme
    • asset allocation
  • Seneca Investment Managers Multi-Asset Market Winter Review and Outlook for 2019
    Seneca Investment Managers Multi-Asset Market Winter Review and Outlook for 2019
    Peter Elston - CIO Recorded: Jan 30 2019 25 mins
    Seneca Investment Managers Multi-Asset Market Winter Review and Outlook for 2019
  • Selecting investment strategies for income
    Selecting investment strategies for income
    Paul Tinkler, Insight Consultant - Funds, DFM and Platforms Recorded: Jan 29 2019 41 mins
    Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace.

    The presentation introduces advisers to the current choices that their clients have in generating an income in retirement that have increased in relevance given the advent of pension freedoms.
    The presentation also looks at the assessment of risk for clients, and highlights how this might differ for clients in the retirement phase over those in a wealth accumulation phase of investment.

    This presentation is intended for financial advisers.
  • Defaqto Engage Core and Intelligent Office integration
    Defaqto Engage Core and Intelligent Office integration
    Roger Perry, Head of Intermediary Sales Recorded: Jan 22 2019 31 mins
    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 us to see:
    • How easy is to launch Engage from Intelligent Office
    • How your client data gets automatically imported so you can do your risk profiling and research in Engage Core and the returned to iO
    • Where in iO you can find your automatically created your client’s risk profile and research reports

    This webinar is intended for financial advisers and paraplanners.
  • UK Equities Webinar - December 2018
    UK Equities Webinar - December 2018
    Mark Wright Recorded: Dec 13 2018 9 mins
    UK Equities Webinar - December 2018
  • Adviser Business Accelerator: Helping you to win more protection clients. Faster
    Adviser Business Accelerator: Helping you to win more protection clients. Faster
    Derek Bradley, CEO & Claire Barber, Protection Account Manager, Aviva Recorded: Dec 5 2018 24 mins
    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 - it’s limited time and resource.

    Find out how we can help you to win more protection clients. Faster.
  • Developing Professional Connections: Death and Divorce
    Developing Professional Connections: Death and Divorce
    Clare Moffat, Royal London & Sarah Paul, Panacea Adviser Recorded: Oct 15 2018 46 mins
    Pension freedoms have had a fundamental impact on advisers, their clients and also the beneficiaries of clients. However, there has also been an impact on their professional connections especially solicitors’ who are involved in estate planning and divorce.

    This seminar will briefly mention the law and some of the areas which are causing problems for advisers but it will also consider where advisers can add value to their professional connections by explaining areas where pensions legislation may interact with other areas of the law.

    The session will focus on four main areas:
    - Pensions and divorce and the impact of pension freedoms
    - Death benefits and the unintended consequences
    - When it might be useful to use a trust for pension death benefits and problems with the blended family
    - Estate planning and pensions
  • A look into the future 2018
    A look into the future 2018
    Derek Bradley, Panacea Adviser & Julian Chillingworth, Rathbones Recorded: Oct 19 2017 29 mins
    Panacea Adviser has teamed up with BrightTalk and Rathbones for a free webcast to support and educate Financial Advisers.

    The webcast will provide a quarterly market overview of what happened the in the last quarter as well as a future forecast taking into account the most recent economic insights from Rathbones CIO Julian Chillingworth.

    This fresh investment perspective will be of real value to you and your firm and not one to be missed!

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