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 PFS & ITN - Financial Wellbeing PFS & ITN - Financial Wellbeing PFS & ITN - Financial Wellbeing 2 years ago | 36 mins Personal Finance Society Annual General Meeting 2020 PFS AGM Welcome to the first fully virtual Annual General Meeting of The Personal Finance Society. The live broadcast will commence here at 2pm (BST) on Wedn... 2 years ago | 30 mins Centralised Retirement Propositions Ryan Medlock, Senior Investment Development & Technical Manager, Royal London Centralised Retirement Propositions, or CRPs for short, have gained a lot of attention recently. The problem however, is that there doesn’t appear to ... 2 years ago | 67 mins Estate planning through the generations Nick Bird, Business Development Manager, Octopus Investments The current crisis has focused clients’ on succession planning, shown in by a 75% increase in Will writing. It has also accelerating the trend to look... 2 years ago | 66 mins How clients can invest for impact and financial return Ben Constable-Maxwell, Head of Sustainable and Impact Investing, M&G Investments The world is facing a rising tide of societal challenges, from the potential chaos associated with the breakdown of our climate, to unsustainable leve... 2 years ago | 65 mins Covid and personal finance – what will 2021 bring? Alistair McQueen, Aviva The word of 2020 has been “unprecedented” – unprecedented lockdowns; unprecedented falls in economic growth; unprecedented drops in consumer confidenc... 1 year ago | 70 mins Value Investing - The outlook for alternatives Justin Waine, Investment Director, Puma Investments UK Justin Waine, Investment Director, Puma Investments, will be running through a comprehensive update on the very topical subject of value investing and... 2 years ago | 54 mins Year-End Tax Planning with Sheryl Rowling Sheryl Rowling Hear from Sheryl Rowling CPA/PFS, head of rebalancing solutions for Morningstar and founder of Rowling and Associates, who will explore tax strategies... 7 months ago | 36 mins The UK economy: A challenging and uncertain outlook Neil Bailey, Invesco After suffering its worst quarter’s contraction in growth on record, and an unprecedented level of government and Bank of England policy response, the... 1 year ago | 56 mins How to embrace ESG Intergration Into Your Investment Proposition Jamie Farquhar, Square Mile •Understanding the proposed regulatory approach •Understanding the terminology and jargon •The ability to select funds to meet clients’ needs •The abi... 2 years ago | 33 mins Load more
