Strategic Alliances Part 2 - Working with Solicitors and Accountants

During their session, Dynamic Planner will cover how they can help advisers manage their clients remotely and into the future.

It will cover:

- Accurately risk profile your clients, encompassing their attitude to risk, investor experience and their capacity for loss
- Match your clients with suitable investment portfolios, selecting from more than 1,400+ solutions, risk profiled each quarter for ongoing suitability
- Quickly and accurately revisit a client’s and their portfolio’s risk profile during times of extreme market volatility
- Improve your clients’ understanding of how their money is invested – and also demonstrate your firm’s value - with high quality, clear reporting
- Make annual client review process more efficient – and increase number of clients firm can serve
- Adopt a consistent and repeatable client review process, from a regulatory perspective
- Easily screen share reports and analysis from Dynamic Planner during remote client meetings, in tandem with a popular platform like Zoom

Many financial adviser firms don’t have marketing strategies. In fairness they may not employ any marketing people so it might not be a priority. But the global crisis has given us a time to reflect. Coming out of the crisis with a simple written marketing strategy could be a strong foundation for growth.

Learning objectives:
- The power of a clearly defined offer
- Why marketing strategy doesn’t have to be complex – you can do it on a few pages
- Nailing your offer, setting goals and planning marketing activity
- Keeping marketing simple. Engage. Don’t enrage.

In a crisis people remember and value those that kept in touch. Any adviser firm that curls up and wishes this crisis will all go away without engaging with its clients is only storing up trouble for the future.

This webinar will outline two things
1. How you can draft a plan for a post Covid-19 world
2. A communication strategy for clients now

The key learning outcomes of this sessions are:
- Understanding the need for a Business Impact Plan
- How to draft your own plan
- The key communication messages clients may respond to
- How to construct and implement your own Communications strategy.

There's no better way of protecting your clients from the financial impact of illness or injury than income protection.

This presentation looks at our Income Protection Plus products and the ways in which we provide your clients with valuable support and reassurance.

Key learning outcomes:

- Gain a wider understanding of The Exeter’s income protection proposition
- Look at how our cover can be adapted to meet your clients’ needs
- Learn about the support we provide through HealthWise, our member benefits app

This presentation starts by looking to the future and the impending regulatory changes that are likely to drive environmental, social and governance (ESG) investing right into the heart of the advice process as well as tackling all of the confusing labels and myths about responsible investing. We’ll also take a look at some of the global initiatives pushing sustainable finance further into the spotlight and discuss the opportunities this is creating within the advised market.

The presentation also covers some practical steps that advisers can take today to start integrating ESG factors within the advice process as well as exploring wider responsible investing considerations including implications triggered by the Covid-19 pandemic.

Learning objectives:
- Understand the key regulatory and legislative changes being introduced for ESG investing
- Understand the key terms and issues relating to responsible investing
- Understand the global macro initiatives driving the development of sustainable finance
- Identify ways to incorporate ESG considerations into your advice process

Join us to learn more about the latest Defaqto Engage feature in the fund research arena – Fund Reviews – and how they can help you to provide suitable advice and achieve better client outcomes.

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.

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 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