Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Growing Opportunities in the Specialist Market Hannah Oades, Corporate Account Manager at United Trust Bank In light of the economic climate in the latter half of 2022, it’s unsurprising that more customers than ever before will be leaning on the specialist ... 4 days ago | 45 mins NextGen or LostGen – The need to develop new client acquisition strategies Octo members This panel discussion with Octo Members host Lee Robertson discusses the theme Nextgen or Lostgen and the need to develop new client acquisition strat... 3 days ago | 59 mins Ask The Expert - Assessing the options for self-funding care Graham Duffy Welcome to our first “Ask The Expert session” of the year,focusing on the importance of advice relating to funding care. During the session, you’ll h... 1 week ago | 58 mins How to make the most of technology in the Mortgage Market Legal & General Mortgage Club Mortgage Tech is constantly evolving, from affordability calculators to e-docs, but how can you use tech in your business to help your clients? In th... February 7, 2023 11:00am Retirement portfolio challenges: Episode 1 of 3 Martin Lines Over recent years creating a diversified portfolio of capital market assets has been the retirement income portfolio trusted solution. The received wi... February 21, 2023 10:00am The Evolution of Lending Tom Denman-Molloy, Intermediary Sales Manager at Mansfield Building Society Join Tom Denman-Molloy of Mansfield Building Society as he explores why building societies focus on niche lending and don’t try to compete with high-s... 2 months ago | 29 mins How to find the sweet spot between mainstream and specialist lending. Bank of Ireland for Intermediaries At Bank of Ireland for Intermediaries, we believe having a complex or non-standard income shouldn’t stop your client from getting a competitive mortga... 2 months ago | 12 mins RE:wind HOT TOPIC - Sustainable Multi Asset Octo members This lively debate saw our Hot Topic host John Lappin, Octo Members Contributor, joined by expert panellists Ben Popatlal, Multi-Asset Strategist, Sch... 2 weeks ago | 62 mins Creating more sustainable retirement portfolios: Episode 2 of 3 Martin Lines Whilst no two clients are the same, we’ll look at some common elements that are fundamental to creating more sustainable retirement income. This webin... February 28, 2023 10:00am Portfolio construction — worked examples: Episode 3 of 3 Martin Lines In this webinar we’ll focus on worked examples of portfolio construction to show how you can apply the theory discussed in this webinar series to a va... March 7, 2023 10:00am Load more
