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Canada Life & Brewin Dolphin (The Retirement Account)

Canada Life and Brewin Dolphin have partnered to provide exclusive access to 14 insured multi-asset pension funds within The Retirement Account. These funds are aligned to Brewin Dolphin’s award-winning Managed Portfolio Service. Please join our webinar hosted by Laura Sweeney (Canada Life) and Maxine Anderson (Brewin Dolphin) where they will take the time to explain about this unique and flexible retirement solution to suit all types of client.
Recorded Apr 14 2021 55 mins
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Presented by
Maxine Anderson (Brewin Dolphin) Laura Sweeney (Canada Life)
Presentation preview: Canada Life & Brewin Dolphin (The Retirement Account)
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  • Brewin Dolphin - Income and ESG Seminar Recorded: May 12 2021 44 mins
    Maxine Anderson, Andrew Burns, Kelly Eva
    Recent feedback from our adviser partners is that the topical issues for their clients in 2021 are ESG Investing and the hunt for Income. We are delighted to invite you to a Q&A session hosted by your BDM Maxine Anderson. She will be joined by Kelly Eva from Brewin’s Sustainability Team and Andrew Burns Investment Manager from the Belfast Office. During the chat they will hopefully demonstrate why a bespoke portfolio offers a great solution to meet the client’s and the regulator’s requirements for both of these issues.
  • Canada Life & Brewin Dolphin (The Retirement Account) Recorded: Apr 14 2021 55 mins
    Maxine Anderson (Brewin Dolphin) Laura Sweeney (Canada Life)
    Canada Life and Brewin Dolphin have partnered to provide exclusive access to 14 insured multi-asset pension funds within The Retirement Account. These funds are aligned to Brewin Dolphin’s award-winning Managed Portfolio Service. Please join our webinar hosted by Laura Sweeney (Canada Life) and Maxine Anderson (Brewin Dolphin) where they will take the time to explain about this unique and flexible retirement solution to suit all types of client.
  • Brewin Dolphin update Recorded: Nov 2 2020 35 mins
    David hood, Janet Mui and Lucie Gordon
    David Hood, Head of investment Solutions will be joined by Lucie Gordon, Head of Intermediary Sales and Janet Mui, Investment Director. The session will focus on the benefits of the five new funds and will give you the insight to why you should be considering Brewin Dolphin Voyager funds, when discussing your clients investment needs.
  • Brewin Dolphin Masterclass - A focus on pensions and income Recorded: Sep 24 2020 65 mins
    Guy Foster, Glen Read, David Flory and Ian Linden
    Joining us on this webinar will be:

    Ian Linden, Technical Manager, Pensions
    David Flory, independent pensions expert
    Guy Foster, chief strategist – investment solutions, will discuss the search for income in portfolios and give an update on the markets.
    Glen Read, BDM, will be chairing the session and hosting the Q&A with all the speakers.
  • Six months since lockdown - The lessons, challenges and the way forward Recorded: Sep 16 2020 56 mins
    Janet Mui, John Moore and Lucie Gordon
    It's hard to believe the 16 September marks the six-month anniversary since lockdown was placed on individuals throughout the United Kingdom.

    To mark this significant milestone please join us for a discussion on the lessons of the past six months and a look forward to what potentially lies ahead for the global economy, markets, and investment returns.

    Joining us on this webinar will be:

    Janet Mui, Brewin Dolphin investment director, who is a weekly guest on the BBC, Bloomberg, CNBC and other major TV channels.
    John Moore, senior investment manager, discussing the search for income.
    Lucie Gordon, head of intermediary sales, chairing the session.
  • MPS Quarterly Update Recorded: Aug 11 2020 44 mins
    Maxine Anderson and David Hood
    Maxine Anderson hosts a Managed Portfolio Service quarterly update with David Hood, Head of Central Investment Solutions and Janet Mui, investment director.
  • Brewin Dolphin Investment Update Recorded: Jul 2 2020 19 mins
    David Hood and Janet Mui
    Stimulus, economic scarring and the risks to the economy are just a few of the topics David Hood and Janet Mui cover in this latest investment update.
  • Investment update - a focus on market data Recorded: May 21 2020 20 mins
    David Hood and Guy Foster
    With mortalities from Covid-19 reducing across the globe and lockdowns easing, David Hood, Head of Central Investment Solutions, and Guy Foster, Head of Research take a look at different data sets that show how this is affecting the economy.

    Guy and David also discuss the prospects for the property sector, and the reasons why our asset allocation is currently guided towards an underweight position.
  • Brewin Dolphin Investment Update Recorded: May 7 2020 17 mins
    David Hood and Guy Foster
    In our weekly investment update David Hood, Head of Central Investment Solutions and Guy Foster, Head of Research give their views on what has happened in the past week. We also provide a focus on our Managed Portfolio Service, on the investment opportunities we’re seeing and the actions we’re taking in the service.
  • Brewin Dolphin Investment Update Recorded: Apr 30 2020 17 mins
    David Hood and Guy Foster
    In our weekly investment update David Hood, Head of Central Investment Solutions and Guy Foster, Head of Research give their views on what has happened in the past week. We also provide a focus on our Managed Portfolio Service, on the investment opportunities we’re seeing and the actions we’re taking in the service.
  • MPS Q1 2020 Review Recorded: Apr 24 2020 23 mins
    David Hood and Wendy Man
    David Hood, Head of Central Investment Solutions and Wendy Man, Portfolio Analyst, give their views on the markets over the first quarter of 2020 and how this has affected the Brewin Dolphin Managed Portfolio Service
  • Brewin Dolphin Investment Update Recorded: Apr 23 2020 19 mins
    David Hood and Guy Foster
    In our weekly investment update David Hood, Head of Central Investment Solutions and Guy Foster, Head of Research give their views on what has happened in the past week. We also provide a focus on our Managed Portfolio Service, on the investment opportunities we’re seeing and the actions we’re taking in the service.
  • Brewin Dolphin Investment Update Recorded: Apr 16 2020 16 mins
    David Hood and Guy Foster
    In our weekly investment update David Hood, Head of Central Investment Solutions and Guy Foster, Head of Research give their views on what has happened in the past week. We also provide a focus on our Managed Portfolio Service, on the investment opportunities we’re seeing and the actions we’re taking in the service.
  • Brewin Dolphin Investment Update Recorded: Apr 9 2020 13 mins
    David Hood and Guy Foster
    In our weekly investment update David Hood, Head of Central Investment Solutions and Guy Foster, Head of Research give their views on what has happened in the past week. We also provide a focus on our Managed Portfolio Service, on the investment opportunities we’re seeing and the actions we’re taking in the service.
  • Brewin Dolphin Investment Update Recorded: Apr 2 2020 18 mins
    David Hood and Guy Foster
    In the second of our weekly investment updates David Hood, Head of Central Investment Solutions and Guy Foster, Head of Research give their views on what has happened in the past week. We also provide a focus on our Managed Portfolio Service on the investment opportunities we’re seeing and the actions we’re taking in the service.
  • Brewin Dolphin - MPS Market update Recorded: Mar 26 2020 18 mins
    Guy Foster and David Hood
    In these unprecedented times, David Hood - Head of Central Investment Solutions and Guy Foster - Head of Research give this latest Market update with an insight into our Managed Portfolio Service.
  • MPS Q2 2018 Quarterly update Recorded: Jul 19 2018 42 mins
    Gareth Johnson
    Join us for this insight into the performance of the Brewin Dolphin Managed Portfolio Service. Gareth Johnson, Head of Digital Channels and Investment Services hosts David Hood, Head of Central Investment Solutions and Tom Jemmett, Fund Analyst to discuss market movements during the last three months and how these affected our investment decisions and ultimately the performance of MPS. This is your chance to hear the information that will help you in your conversations with your clients.
  • Enhancing MPS Update - Final Transition Recorded: Jun 12 2018 36 mins
    Gareth Johnson
    Gareth Johnson, Head of Digital Channels and Investment Services, hosts David Hood, Head of Central Investment Solutions as they discuss the past four months that has seen the enhancements to the Managed Portfolio Service. They will be answering all the questions advisers have been asking us since we announced the enhancements back in January 2018. The conversation will also include a recap on the enhancements, how the four transitions have affected the service and finally the future of MPS.
  • MPS Quarterly performance update Recorded: Apr 25 2018 34 mins
    Ben Gutteridge & David Hood
    Join us for this insight into the performance of the Brewin Dolphin Managed Portfolio Service. Ben Gutteridge, Head of Fund Research will be joined by David Hood, Head of Central Investment Solutions to discuss market movements during the first three months of 2018 and how these affected our investment decisions and ultimately the performance of MPS.
  • Enhancing MPS - update Recorded: Mar 29 2018 27 mins
    Gareth Johnson and David Hood
    Following our announcement in January on the enhancements to the Managed Portfolio Service, we are delighted to invite you to an update on the service. We will be hosting this webinar to give you an insight on the enhancements we have made so far, informing you of the managers that are now in the new segmented mandates and what difference this has made.
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  • Title: Canada Life & Brewin Dolphin (The Retirement Account)
  • Live at: Apr 14 2021 10:00 am
  • Presented by: Maxine Anderson (Brewin Dolphin) Laura Sweeney (Canada Life)
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