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 Managing your finances around a divorce John Williams, head of wealth planning and Pippa Vick, paraplanner. With the pandemic having pushed couples to spend significant amounts of time together and the law for England and Wales changing in the autumn of 2021... 6 months ago | 32 mins BMO Adviser Edge: Your essential guide to pensions and divorce Paul Lucas, Strategic & Technical Sales Paul provides a step-by-step guide to all the options for pensions on divorce. He’ll explain how these options affect your clients’ Lifetime Allowance... 5 months ago | 63 mins TUNE UP: Myth Busting - demystifying pensions (& death) Les Cameron, Head of Technical, Prudential and Colin Simmons, Business Development Manager, Prudential Les Cameron and Colin Simmons of Prudential will be busting a number of myths and in the process demystifying pensions and death. Looking at interg... 8 months ago | 66 mins The Great Paraplanner Debate Caroline Stuart plus guests The panel will discuss a number of hot topics suggested by the paraplanning community. 1 year ago | 71 mins Defaqto Engage Core and Intelligent Office integration Roger Perry, Head of Intermediary Sales In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates the two-way integratio... 2 years ago | 30 mins Creating and managing an investment proposition – Part 1 Paul Tinkler, Insight Development Manager at Defaqto In this webinar, we will explain: 1.The various steps of the investment process 2.How attitude to risk questionnaires can be used 3.The importance of ... 1 year ago | 38 mins Multi-asset - Multi purpose Roger Perry, Head of Intermediary Sales In this webinar, Roger Perry will cover: - how financial advisers can use multi-asset funds for growth - how to use multi-asset funds to generate a n... 2 years ago | 25 mins Defaqto CPD - The value of a value style for income generation by Seneca Steve Hunter, Head of Business Development, Seneca Investment Managers, Paul Tinkler, Insight Development Manager, Defaqto This is the third webinar from our series replacing Defaqto April Roadshows focusing on income. In this webinar, Steve will present the current incom... 1 year ago | 54 mins MiFID II – what’s required? Mike Turner, Research Manager for Funds and DFMs Join Mike Turner, Research Manager for Funds and DFMs on 5 November at 11am to discuss MiFID II requirements and how to simplify them. In the webinar... 2 years ago | 47 mins Defaqto CPD - A differentiated approach to income by Downing Fund Managers James Lynch, Fund Manager at Downing LLP, Kevin Addison, Head of Sales & Distribution at Downing LLP, Paul Tinkler, Defaqto This is the fourth webinar from our series replacing Defaqto April Roadshows focusing on income. In this webinar, James will: - The challenges facing... 1 year ago | 45 mins Value investing - where did the value go? George Cliff It’s no secret that the last 20 years have been a trying and troublesome time for Value investors. Historically championed by some of the best and bri... 11 months ago | 55 mins Overview of the multi-asset investment market Paul Tinkler, Insight Development Manager Join Paul Tinkler, Insight Development Manager, 12 December at 11 am for an overview of the multi-asset investment market. In this webinar, he will c... 2 years ago | 35 mins Giving suitable Final Salary transfer and retirement income advice Kevan Ramanauckis, Canada Life Paraplanners have an essential role in helping advisers develop and deliver suitable advice to clients. They work closely with financial advisers and ... 1 year ago | 70 mins Defaqto Engage Core and Intelligent Office integration Roger Perry, Head of Intermediary Sales In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Co... 3 years ago | 31 mins Suitability reports Ben Heffer and Richard Hulbert 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 ... 2 years ago | 7 mins Assessing critical illness cover Ben Heffer, Insight Consultant and Fiona Millar, Life & Proctection Researcher With over 500 thousand policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortab... 2 years ago | 10 mins Defaqto CPD - The inescapable truths of income, retirement and life by Schroders Rupert Rucker, Head of Income Solutions, Schroders and Paul Tinkler, Insight Development Manager, Defaqto This is the first webinar from our series replacing Defaqto April Roadshows focusing on income. Schroders presentation shall address the income chall... 1 year ago | 36 mins Defaqto CPD - A PROD in the right direction by UBS Asset Management Nick Webb Head of UK Retail, and Stephen Friel Investment Specialist, UBS AM, Paul Tinkler, Defaqto This is a second webinar from our series replacing Defaqto April Roadshows focusing on income. Nick and Stephen will look at how the PROD rules, take... 1 year ago | 53 mins Assessing critical illness cover Ben Heffer, Insight Consultant and Fiona Millar, Life & Protection Researcher With over 500 thousand critical illness policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial adviser... 2 years ago | 10 mins How to build an investment process Derek Bradley, Panacea Adviser & Geoff Mills, RSMR Panacea Adviser has teamed up with BrightTalk and Rayner Spencer Mills Research for a free webcast to support and educate Financial Advisers. There a... 5 years ago | 36 mins Nine ways in which to be more successful in 2017 Hannah Hutcheon, Panacea Adviser & John Joe McGinley, Glassagh Consulting So what was your new year’s resolution for 2017? Did you pledge to get fit and lose weight after the festive excesses or even give up drinking after ... 5 years ago | 30 mins Load more
