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 What does the future of advised investment propositions look like for IFAs? William Marshall, Partner, Hymans Robertson Investment Services The events of 2020 put paid to many of our plans and predictions for the new decade. However, as the world slowly gets back to normal, Hyman’s Roberts... 1 week ago | 39 mins Defaqto Income and Drawdown virtual events. Part 1 - Defaqto presentation Pan Andreas, Head of Insight (Funds and DFM), Defaqto Sustainable Income in Retirement – the Holy Grail, presented by Defaqto Learning objectives: To describe the various ways of generating a sustainable... August 16, 2021 9:00am Retirement Planning Jamie McPhilips, Area Manager at Wesleyan Financial Services Schools in England are facing a ‘retirement rush’ as their most senior and experienced teachers bring forward their retirement plans amid the pressure... 2 months ago | 61 mins Closing the gender gap: value of advice for fairer financial futures Cecilia Furner, Strategic Partnerships Director for Legal & General Retirement Solutions and panel of experts Half of the UK population are more likely to struggle financially in retirement. The research is clear that social inequalities weigh heavily upon the... 3 months ago | 46 mins Retirement issues and why Trustees should provide financial education Mark Hewitson | WEALTH at work, Emma Martin | Sackers Employers and Trustees recognise that for those pension scheme members nearing retirement, it is important that they understand their retirement incom... 4 months ago | 60 mins Making the most of your Teachers' Pension Scheme Benefits Mark Ormerod, Area Manager at Wesleyan Financial Services Wesleyan Financial Services, specialist provider of financial planning advice, are hosting a free to attend online retirement planning webinar on Thur... 3 months ago | 46 mins Understanding retirement income options in uncertain times Jonathan Watts-Lay, Director, WEALTH at work Those approaching or at retirement are facing uncertain times. 8 months ago | 58 mins COVID-19: Market movement, behavioural bias & the future of retirement income Dan Russell, MD, SimplyBiz, John Roe, Head of Multi-Asset Funds, LGIM and Jon Scannell, Distribution Director, LGRI The last three months have ushered in a significant period of change, as well as uncertainty. Markets have fluctuated, more than a quarter of the UK w... 1 year ago | 48 mins Do the same income investment rules apply in the post-COVID era? Dan Kemp, Chief Investment Officer, EMEA at Morningstar Investment Management Europe Ltd Over recent years, the search for income has become increasingly challenging. Unusually low interest rates, skinny credit spreads and the concentratio... 6 months ago | 51 mins A New Era for Retirement Income Advice: Secure Lifetime Income Jacqueline Wilkins and Steve Cutler, Just Alongside Just’s series on a New Era, this program looks at how product development can help with the key elements of retirement income advice. The us... 8 months ago | 30 mins A New Era for Retirement Income Advice: Part 5 - Withdrawal Policies Martin Lines, Business Development Director, Just What happens if things don’t go to plan? How do withdrawals change? What is the contingency plan? Do we need to look at other assets? Has this plan be... 9 months ago | 30 mins A New Era for Retirement Income Advice: Part 1 – Advice Principles Martin Lines, Business Development Director, Just Part 1) Advice Principles - There is no doubt that retirement income has become a very hot topic recently. We have seen a huge amount of activity from... 10 months ago | 33 mins A New Era for Retirement Income Advice: Part 6 - The Review Process Martin Lines, Business Development Director, Just What should a client review look like? Here we’ll take you through a number of ideas as well as industry guidance to show how to review a client’s on ... 9 months ago | 30 mins Life doesn’t end at 55, so why should lending? Alison Pallett, Sales Director, LiveMore We are LiveMore, later life lending experts who have developed an innovative portfolio of Interest Only mortgages. These are mainstream products spec... 2 months ago | 46 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 ... 11 months ago | 70 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 A New Era for Retirement Income Advice: Capacity for Loss and Spending Hierarchy Martin Lines, Business Development Director, Just In this session we will look at how you can help clients to put first things first when it comes to future spending patterns. There has been some deba... 10 months ago | 31 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 Overview of the retirement income market Paul Tinkler, Insight Development Manager In this presentation, Paul will provide an overview of the retirement income market based on the data provided by the FCA. This presentation was orig... 2 years ago | 22 mins An Inside Look: 5 Actionable Ideas to Create Income in Retirement Lorraine Ell, CEO & Senior Financial Advisor, Better Money Decisions Despite the rise in interest rates of late, creating income from an investment portfolio to fund retirement is still challenging for most. The oft quo... 2 years ago | 44 mins Elephant in the Room: The role of listed fixed income in scaling impact Triodos IM | w/ special guests Carmen Nuzzo (PRI) and Jack Heapey (Phenix Capital) Join us for a discussion on the role that listed fixed income can play in scaling impact investments. Jeroen van Herwaarden, Fund Manager Listed Fixed... 11 months ago | 46 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 ... 10 months ago | 67 mins Considering lifetime mortgages in estate and retirement planning Host: Dave Stratton – LGHF Panel: Tony Wickenden, John Housden – Technical Connection, Phillip Wickenden – Ad-Lucem Take a closer look at the role lifetime mortgages could play in your client’s retirement and estate planning. Supported by independent analysis from ... 1 year ago | 97 mins Retirement Planning “Built to Last” Curtis V. Cloke, CEO & Founder, Thrive Income Distribution System Building retirement plans that can last a lifetime is the prize of every retirement planning professional and retiree. When retirement plans are “Buil... 2 years ago | 48 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 Load more
