Browse communities
Browse communities
Presenting a webinar?

Bento for One - FSCS levies - "Something rotten in the State of Denmark"

Derek Bradley, CEO, PanaceaIFA
PanaceaIFA have teamed up with Thought Leadership Live to produce free thought provoking webcasts to support and educate IFA's, by way of a new lunchtime series called ‘Bento for One’.

Each month Derek Bradley, CEO of PanaceaIFA, will present a short, 15 minute lunchtime presentation, stemming from popular articles from the PanaceaIFA weekly ‘Bento Bulletin’ around matters concerning our industry.

The next ‘Bento for One’ will discuss the FSCS Levy - exploring the unfairness and the unintended consequences of ever increasing cash calls on adviser firms.
May 16 2012
17 mins
Bento for One - FSCS levies - "Something rotten in the State of Denmark"
  • Channel
  • Channel profile
  • Draghi’s QE is no magic wand. Who wins? Apr 22 2015 1:00 pm UTC 45 mins
    Willem Vinke, Portfolio Manager, EI Sturdza Strategic Europe Value Fund
    "European equity investors should not rely on Mario Draghi’s promised economic recovery" - Willem Vinke, portfolio manager
    · Who will benefit from QE, falling yields and a weaker euro?

    · QE is proving to be a tailwind for European equities - the market may re-rate EU stocks to new highs in 2015

    · With an eye on valuations, sustainable business models are paramount


    In this context, Willem will describe how his approach to fundamental research, quality and cash flow, process for valuations and compounding help investors navigate a choppy course for European equities.

    Willem Vinke and the EI Sturdza Strategic Europe Value Fund – focusing on quality and valuations
    · 95.4% since launch in October 2010

    · High quality, cash-generating stock picking approach

    · Morningstar OBSR Bronze Rating and 5-Star Rating
  • Equities Europe: Quality investments at a reasonable price Apr 22 2015 9:00 am UTC 45 mins
    Ivan Bouillot, Equity Fund Manager, Banque de Luxembourg
    - Active, bottom-up unbenchmarked asset management is a key source of added value
    - Investments in quality companies offer protection against permanent capital losses
    - Focus on valuation offers protection in volatile markets
    - Fundamental investment approach
    - Approach works best in moderately rising or volatile markets
  • The FCAs Final Guidance on Social Media -- what does it mean for your firm? Apr 13 2015 1:00 pm UTC 45 mins
    Bridget Greenwood, Director, Financial Social Media UK
    We'll walk through The FCAs final guidance on social media and what this means practically for your firm and its use of social media.
  • Wowing by Design: Build Your Business by Design and Not by Default Recorded: Mar 26 2015 45 mins
    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.
  • How to manage and run more effective meetings Recorded: Mar 25 2015 39 mins
    Clare Evans, Time Management & Productivity Coach
    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.
  • Unleash your bonds Recorded: Mar 11 2015 42 mins
    Prashant Chandran, Portfolio Manager of Western Asset Macro Opportunities Bond Fund, Legg Mason
    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.
  • Strategic Bond: Maximising Opportunities Recorded: Mar 11 2015 34 mins
    Daniel McKernan & Sebastian MacKay, Standard Life Investments
    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.
  • Currency wars become a yield war! Recorded: Mar 11 2015 40 mins
    Eric Vanraes, Fixed Income Portfolio Manager, EI Sturdza
    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
  • The rationale for fixed income now Recorded: Mar 11 2015 39 mins
    Tina Adatia, Senior Vice President Investment Solutions, PIMCO
    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
  • Bond Investing: a flexible approach with an investment solution Recorded: Mar 11 2015 31 mins
    Fatima Luis, Senior Fixed Income Portfolio Manager, Mirabaud Asset Management
    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.
  • Schroder Monthly High Income Fund Recorded: Mar 11 2015 27 mins
    Michael Scott, Portfolio Manager, European & UK Credit, Schroders
    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.
  • Uncontrolled and unaccountable regulation? The lessons to be learnt from RDR. Recorded: Mar 6 2015 59 mins
    Derek Bradley, CEO, Panacea Adviser & Garry Heath, The Heath Report
    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?
  • Winning your clients trust and safeguarding their data Recorded: Feb 26 2015 29 mins
    Derek Bradley, CEO, Panacea Adviser & Paul Holland, CEO, Mailock
    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.
  • Recharge: Investment Strategies for Your Most Valuable Resource Recorded: Feb 24 2015 48 mins
    NY Times bestselling author Heidi Hanna with host Kathleen Burns Kingsbury
    Tune in to discover how your health impacts your business growth. Heidi Hanna, New York Times bestselling author of "The SHARP Solution: A Brain-Based Approach for Optimal Performance" and the follow-up release "Stressaholic: 5 Steps to Transform Your Relationship With Stress," teaches you how focusing on having enough energy vs having enough time is the key to success.
  • Branding Yourself As The Go-To Person In Your Field Recorded: Feb 17 2015 49 mins
    Meridith Elliott Powell with guest Yuhannes Watts
    Join this dynamic duo on The Client Connection! Yuhannes Watts is interviewed by Meridith Elliott Powell on becoming the go-to person in your field. Creating business is about connections and in this can't-miss webinar, you will learn the tools you need to increase your sales pipeline, get a greater ROI and fuel your profits. Grow your business by strengthening your brand!
  • The 10 Myths of Fund Selection Recorded: Feb 11 2015 39 mins
    Lucy Walker, Fund Manager, Sarasin & Partners
    Lucy Walker, Fund Manager of the Sarasin Funds range, reviews 10 misconceptions of selecting funds in this CPD accredited webinar.
  • Today's Capital is Tomorrow's Income Recorded: Feb 11 2015 50 mins
    Steven Andrew, Manager of the M&G Income Allocation Fund, M&G
    When looking for income solutions, investors should not forget the importance of making the right asset allocation decision. Stephen Andrews, fund manager of the M&G Episode Income Fund, will discuss the current market outlook and income opportunities.
  • Risk- Targeting now! - timing never better Recorded: Feb 11 2015 47 mins
    David Coombs, Fund Manager and Head of Multi-Asset Investments, Rathbones
    David will talk about Rathbones; conviction for his risk-targeted approach and the results that it has delivered. Furthermore, he will cover:

    - Low inflation and interest rates. Rising risk and falling returns and whether a cautious approach to investment can still work.
    - QE in Europe - is it too late?
    - The US; having both a premium price and a premium market
    - What really matters when managing risk - the shift of focus from volatility to drawdown
    - Multi-Asset ideally placed - opportunities for alpha at time of geopolitical risk
  • Oil be Damned: The impact of the collapse and how to position your portfolios Recorded: Feb 11 2015 47 mins
    James Carrick, Economist; Justin Onuekwusi, Fund Manager, Legal & General Investment Management
    James Carrick will highlight the macroeconomic impact and the winners/losers of a cheaper oil price. Justin will then discuss how these views can be reflected in a multi-asset portfolio to drive performance into 2015 and beyond.
  • An Overview of LinkedIn – What FS professional can't afford to ignore in 2015 Recorded: Feb 11 2015 40 mins
    David Reilly, Digital Consulting
    Since it made a debut in 2003, LinkedIn has evolved and enhanced its offerings.
    Our mindset about how to use LinkedIn, however, has not evolved as quickly as the product.
    If you haven’t changed your approach to LinkedIn, you’re missing out on some of the biggest benefits.
    This free Webinar will enhance your understanding of this “professional network” and the fundamental benefits to you and your organization, including:
    1. Linkedin: Why it’s a critical tool for financial service marketers in 2015
    2. Company Brand: How your company profile can make or break you
    3. Content: How the most successful companies use content to create their own LinkedIn profile
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.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Bento for One - FSCS levies - "Something rotten in the State of Denmark"
  • Live at: May 16 2012 12:00 pm
  • Presented by: Derek Bradley, CEO, PanaceaIFA
  • From:
Your email has been sent.
or close
You must be logged in to email this