Strategic Alliances Part 2 - Working with Solicitors and Accountants

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 comfortable that they recommend the most suitable product to their clients.

Join us for our webinar ‘Assessing critical illness cover’ to learn:
•The different approaches to assessing CIC policies
•Why the quality of the CIC definition matters
•Defaqto’s model for assessing CIC policies as used in CIC Compare

In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.

Later life divorce often leaves a big dent in ‘silver separators’ finances and selling their home can seem like the only option. But with an estimated £1.6 trillion of equity in the over 65’s homes, is it time to start making property an asset that works for your clients?

Join our CPD certified webinar to help you understand:

- The growing lifetime mortgages market
- Why downsizing and splitting assets isn’t always the best option
- How lifetime mortgages could help your clients
- What advice your clients should first consider
- How we can support you

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 natural income
- how to use multi-asset funds as a part of your CIP
- how financial advisers can evidence multi-asset recommendations by using Defaqto Engage

This webinar is suitable for financial advisers and paraplanners alike.

In this presentation, Paul will provide an overview of the retirement income market based on the data provided by the FCA.

This presentation was originally presented as a part of the 2019 Defaqto May Roadshow.

Join us for a webinar focusing on client reviews with a few practical tips about how to perform them efficiently.

In this webinar, we will cover:
•Three key areas for successful client reviews
•Engage Core existing holdings workflow demo

With over 500 thousand critical illness policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.

Join us for our webinar ‘Assessing critical illness cover’ to learn:
•The different approaches to assessing CIC policies
•Why the quality of the CIC definition matters
•Defaqto’s model for assessing CIC policies as used in CIC Compare

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 cover:
• the overall guidelines for suitability letters as required by the COBS rulebook
• Defaqto’s approach to suitability letters
• how this is enabled in Engage Core

Join Patrick Norwood for this short webinar from our series about building multi-asset solutions.

In this webinar, Patrick will cover:
• introduction to the multi-asset world
• the process for building a multi-asset solution
• risk scheme
• asset allocation

Seneca Investment Managers Multi-Asset Market Winter Review and Outlook for 2019

Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace.

The presentation introduces advisers to the current choices that their clients have in generating an income in retirement that have increased in relevance given the advent of pension freedoms.
The presentation also looks at the assessment of risk for clients, and highlights how this might differ for clients in the retirement phase over those in a wealth accumulation phase of investment.

This presentation is intended for financial advisers.

In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.

Join us to see:
• How easy is to launch Engage from Intelligent Office
• How your client data gets automatically imported so you can do your risk profiling and research in Engage Core and the returned to iO
• Where in iO you can find your automatically created your client’s risk profile and research reports

This webinar is intended for financial advisers and paraplanners.

UK Equities Webinar - December 2018

86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - it’s limited time and resource.

Find out how we can help you to win more protection clients. Faster.

Pension freedoms have had a fundamental impact on advisers, their clients and also the beneficiaries of clients. However, there has also been an impact on their professional connections especially solicitors’ who are involved in estate planning and divorce.

This seminar will briefly mention the law and some of the areas which are causing problems for advisers but it will also consider where advisers can add value to their professional connections by explaining areas where pensions legislation may interact with other areas of the law.

The session will focus on four main areas:
- Pensions and divorce and the impact of pension freedoms
- Death benefits and the unintended consequences
- When it might be useful to use a trust for pension death benefits and problems with the blended family
- Estate planning and pensions

Panacea Adviser has teamed up with BrightTalk and Rathbones for a free webcast to support and educate Financial Advisers.

The webcast will provide a quarterly market overview of what happened the in the last quarter as well as a future forecast taking into account the most recent economic insights from Rathbones CIO Julian Chillingworth.

This fresh investment perspective will be of real value to you and your firm and not one to be missed!

Panacea Adviser has teamed up with BrightTalk and Seneca Investment Managers for a free webcast to support and educate Financial Advisers.

You could argue that investing in unappreciated companies with quality balance sheets and benefitting from good yield and growth as the stock value returns should never be out of style.

Why though should a value approach only be applied to equity and not across a whole range of invested assets?

Value investing by its very nature should mean never buying at the top of the market and constantly researching to find the value in companies and assets that other investors may not yet see.

There are a number of equity “value” investment approaches in the market but few offering a Multi-Asset Value approach…

In this 30 minute Webinar, Stephen Hunter and Peter Elston of Seneca Investment Managers discuss why you shouldn’t restrict good thinking to just one asset class!

This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!

It is no fun being all things to all people and doing everything for everyone!

Too many businesses try and do so many things because they have always done them. An ingredient of a successful person is the ability to say no and move on from activities that add no real value to our business or hold you back from achieving your goals. But do you do this?

Following on from the webcast on ‘9 ways to be more successful in 2017 and beyond’, Panacea Adviser and John Joe McGinley from Glassagh Consulting highlight how you can pick the right battles in life and business and share some strategies to win them all.

This is a webcast not to be missed!

Sun Tzu in the Art of war wisely said
“Let your plans be dark and impenetrable as night, and when you move, fall like a thunderbolt.”
Regardless of what we do or where we are in our life cycle. We need a plan.
Otherwise one day we will look up at the clock and wonder where our life has gone and sadly reflect on what might have been and utter those saddest of words, if only!
Panacea adviser and Glassagh Consulting in their next bright talk session will look at why every one of us needs a battle plan for life and business.
In this informative session we will look at:
•Why a plan can work for everyone
•Why going through life without a plan is a struggle that we can all avoid
•7 simple actions that can energize your life and career
Make sure you book your place on Monday the 24th of April at 1pm
And remember the words of Sun Tzu
“Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win”
Let us help you be a winner!