2012 will be, barring any unlikely FSA change of heart, a pivotal year for the industry and for IFAs in particular.
Providers, networks and bigger IFA businesses are ahead of the curve in many ways. Sadly though it is a fact that for the smaller business models of the typical IFA, transition is a big difficulty due to the lack of time, direction focus, commitment and the availability of resource both fiscal and intellectual.
This presentation runs through some issues and propositions to ensure you succeed in seeing that your business is RDR ready. It will assist your transition vision by applying clarity to issues such as
- Your objectives
- Your journey
- Building vision
- Client proposition
Remember, you are not alone and do not need to be. Whatever stage you are at, this presentation should assist you shape your business for a new future.
RecordedDec 9 201141 mins
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Ben Heffer, Insight Consultant and Fiona Millar, Life & Protection Researcher
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
Paul Tinkler, Insight Consultant - Funds, DFM and Platforms
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.
Derek Bradley, CEO & Claire Barber, Protection Account Manager, Aviva
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.
Clare Moffat, Royal London & Sarah Paul, Panacea Adviser
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!
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.
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!
Derek Bradley, Panacea Adviser & Edward Park, Brooks Macdonald
Panacea Adviser has teamed up with BrightTalk and Brooks Macdonald for a free webcast to support and educate Financial Advisers.
- the recent market and economic environment
- potential issues of the current volatility in world markets
- opportunities that can exist as a result
It will then detail some of the vehicles that can be used to dampen the impact of volatile markets.
The webcast will be led by Edward Park. Edward is a Chartered Financial Analyst (CFA) and manages bespoke discretionary portfolios on behalf of a number of Brooks Macdonald clients. He also assists in the formulation of the Brooks Macdonald investment process as a member of both their Asset Allocation and Investment Committees.
This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!
Success in life or business is about solving problems and sticking to a plan. Yes many of us have ideas for success but how many of us have fallen by the wayside as day to day events impact upon us and drive us off course.
This means that our ideas remain as dreams, when if documented and carried out they could drive us forward to success.
If you have an idea and see how it can be implemented you need to write it down in your plan and stay the course before someone else makes your idea their reality!
John Joe McGinley of Glassagh Consulting and Hannah Hutcheon of Panacea look at:
•How you can map out your ideas for the future
•Develop a plan of action that works
•Techniques to take your ideas out of your head and into your business.
This session is aimed at anyone with ideas that they have always wanted to implement, but who for whatever reason have left them as dreams. This session will also show you tools and techniques everyone can use to turn great ideas into reality.
How often do you look to the future? Now, I am not saying we should all become seers and peer into the unknown, but when it comes to planning for the evolution of your business, knowledge is certainly power.
When you step back and look at how our world will evolve, then all sorts of possibilities will arise. It is then up to you to decide which you wish to pursue and those you choose to ignore.
John Joe McGinley from Glassagh Consulting and Panacea Adviser will highlight how you and your business can:
- Understand how your world is evolving and you can adapt
- Look at the opportunities and threats the future will bring
- Document a plan to meet and exploit these profitably.
This 30 minute webinar will highlight some simple tools and techniques we can all use to prepare for a profitable and less stressful future. Make sure you book your place here.
Panacea Adviser has teamed up with BrightTalk and Rayner Spencer Mills Research for a free webcast to support and educate Financial Advisers.
There are numerous benefits of building a structured investment process, including:
•More time spent with clients
•A consistent and repeatable approach
•Reduced regulatory risk
•A more successful business
The ‘How to build an investment process’ webcast will provide you with some ideas on how to add some rigor to your Centralised Investment Process in order to get the most out of your business. We will clarify some of the FCA guidance within this area and demonstrate real, practical solutions to deal with it.
The webcast will run through the research and due diligence that is expected of you and provide examples of how to do it, so you are well prepared and resourced to do a good job. It will also cover off an investment matrix and investment committee oversight.
This thorough, best-practice session will be of real value to you and your firm and not one to be missed!
Hannah Hutcheon, Panacea Adviser & John Joe McGinley, Glassagh Consulting
So what was your new year’s resolution for 2017?
Did you pledge to get fit and lose weight after the festive excesses or even give up drinking after visiting the recycling centre and dropping off those wine bottles?
I don’t set resolutions, as most fail and usually very quickly. But I am a believer in the power of goals and preparing for the future, whilst harnessing simple techniques to ensure your dreams succeed.
John Joe McGinley of Glassagh Consulting will share nine techniques that can help every individual and indeed business achieve their goals for 2017 and beyond.
John Joe will highlight in 30 minutes how you can all plan for the future and enjoy the thrill and challenge of making 2017 the year in which you make your ideas come alive.
Register now for this session on Monday the 30th of January at 1pm.
View the latest videos, webcasts, news and presentations from Panacea Adviser and partners.
This area provides free thought provoking webcasts to support and educate Advisers and includes general industry webcasts surrounding the FSA, Retail Distribution Review (RDR), FOS and features articles from Derek Bradley.
The schedule of programmes is updated on a regular basis so keep coming back to stay in touch.