Implementing Technology To Support The Advice Process

The webinar will be delivered by Toby Vaughan, Lead Fund Manager for the Atlas Portfolios and Head of Fund Management for Santander Asset Management’s Global Multi-Asset Solutions Team. Toby will talk through the key aspects of his approach with the Atlas Portfolios, the current economic landscape and market conditions, and provide an outlook for 2015, explaining how these factors impact on his investment decisions.

Toby will then be available to answer questions that have been submitted either in advance or live during the webinar.

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.

With the UK Equity Income sector continuing to dominate fund sales and investor discussion, join Citywire rated Fund Manager Carl Stick, on Thursday 26th February on our live webcast to discuss what next for this popular sector. Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

Put your questions to Carl in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.

Join JPM US Equity Income Fund Client Portfolio Manager, Fiona Harris, as she discusses the how fund’s focus on high quality companies with sustainable dividend yields can provide an ideal way for your clients to share in the attractive long-term returns from the US stock market.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
Password: 38584
+44 (0)20 3003 2666
0808 109 0700 (UK Toll free)

Join manager, Matthew Williams, as he discusses the benefits of unconstrained investing in GEM equities, the latest strategy positioning and the areas of the market where we are currently unearthing the most compelling bottom-up stock ideas.

Two years after the launch of the GEM Equity Unconstrained SICAV, Standard Life Investments launched this strategy in an OEIC structure. The Fund is the latest addition to our unconstrained suite of UK mutual funds and follows the same principles as our highly successful UK, UK Income, Global and American Equity Unconstrained Funds.

If you do not have the facilities to listen online (headphones / speakers) please use the details below:

UK Toll Free 0808 109 0700
Password: 37642

On 25th February, Richard Buxton will be presenting his regular monthly update on the Old Mutual UK Alpha Fund.

Please register to hear Richard's current market outlook and to submit your questions regarding the fund.

You can either submit your questions in advance by emailing clientservices@omglobalinvestors.com or live during the call to learn more about how the fund could benefit your clients' portfolios.

Dialling details:
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
Password: 37981

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.

Value holds centre court in Kevin Murphy and Nick Kirrage's investment strategy for the Schroder Recovery Fund. They aim for the value sweet spot, seeking out companies which appear to be significantly under-priced having suffered a setback.
Join AAA-rated* Kevin and Nick for an update.

*Citywire, as at 31 December 2014

Training webinar for the Protection and Remortgage campaign.

Training webinar for the Protection and Remortgage campaign.