Name: Mental and physical wellbeing when working remotely
Start: 2020-05-14T14:00:00Z
End: 2020-05-14T14:29:07.000Z
Location: BrightTALK
Rating: 4.33

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 and those that can help advisers with their day-to-day business.

The schedule of programmes is updated on a regular basis so keep coming back to stay in touch.

Would you like to instantly improve any client relationship?

Join John Dashfield from Client-Centred Advisers as he takes a powerful and informative look at how to instantly improve any client relationship. 

The quality of your questions is right at the core of the value you create for your clients. Therefore, your questions are directly linked to your prosperity and success!

During this webinar you will learn:

- Why your very first question sets the direction and tone of your conversations
- How to use questions to deeply engage your clients and discover what they really want
- Why questions are at the heart of building the three essentials of any client relationship - trust, rapport, and credibility
- How questions set you apart from your competition and uncover opportunities
- A simple yet powerful 4 question discovery process

Don’t miss out on a learning how asking the right questions can improve the value of your advice.

Book your space today.

The amazing power of questions

Join us to learn how IEP Apex – a new type of BR service with no-cost IHT cover – can help you improve outcomes for your clients and their beneficiaries.
 
In the session, we’ll look at practical examples of how recommending IEP Apex for your clients can reduce uncertainty and maximise the wealth they pass on to their beneficiaries.  And we’ll look at how these positive client outcomes can ultimately help you build relationships and contribute to retaining intergenerational business.

Introducing IEP Apex: A new type of BR service with no-cost IHT cover

The world is changing, and the investment industry is no exception. 

Over recent years, we have witnessed a rapidly growing green finance sphere, whereby capital is being deployed to address some of the world’s most pressing social and environmental challenges. As such, the Responsible Investment (RI) landscape continues to evolve, from the regulatory requirements to the various approaches adopted across the market. 

In this short virtual session, in partnership with Panacea Adviser, Square Mile outline the evolution of RI, identifying the key trends and drivers, before exploring what this means in practice for you, your business and your clients.

Responsible Investment: Drivers, trends and practicalities

Central banks including the Bank of England and US Federal Reserve are raising rates and reducing bond purchases in an effort to control inflation. What are the implications for UK investors? Please join Richard Buxton, head of UK Alpha Strategy, for a webcast on March 24 at 10am. Richard will discuss the central banks’ hawkish shift, whether they have got the timing right and what it means for investors. He will also cover Jupiter UK Alpha Fund positioning and performance and answer questions from listeners.

Webcast: Getting ready for tightening

We are delighted our Global Impact Credit Fund launched in December last year.

Managed by Matt Lawton, the Global Impact Credit Fund focuses on delivering positive and measurable impact, alongside the prospect of generating returns. Our impact pillars align to the UN Sustainable Development Goals (UNSDGs), a globally recognised framework designed to end poverty, protect the planet, and ensure prosperity.

Unlike most competitors, we go beyond green bonds as we look to a broad opportunity set spanning the corporate and credit universe, identifying impact-aligned issuers.
To find out more please join our introductory webinar with Portfolio Manager Matt Lawton on 22 February at 3pm. You will also be able to pose your questions to Matt.

Global Impact Credit - going beyond green bonds

Did you know that many Advisory businesses are sitting on an untapped source of business revenue - hidden away in their data?

Businesses are often paying more to store their data, than they are deriving value from it! 

Our next webinar, presented by Helen Tanner, founder of Data3 will explain more about the value of data and explain:

- How to tap into a new source of revenue and profit from data you already have within your business 

- How best to use the data you have to enhance your proposition

- Some quick, easy steps to enable you to monetise data in a legal, compliant and customer-friendly way.

Helen Tanner is the founder of Data3 – the award-winning data lab that helps businesses to make & save more money using data they already have. Helen is a data fanatic and spent 8 years at AXA Wealth and 4 years at Computershare, before setting up Data3 in 2017.

Are you sitting on a data goldmine in your business?

We are very pleased our China Evolution Equity Strategy is now available to you via an OEIC vehicle, which launched in December.

In contrast to most Asian and Chinese funds, Portfolio Manager Wenli Zheng looks beyond the top 100 largest China stocks by market cap to identify mispriced assets. He focuses on the domestic A-share market in particular, which remains highly inefficient due to its retail-driven investor base. 

With the case for standalone China allocations growing-ever stronger, we believe this is a genuinely differentiated proposition.

Join Portfolio Manager Wenli Zheng and Portfolio Specialist Rob Secker on 8th February at 10am to find out how they go beyond the obvious to find tomorrow's winners.

China Unexplored

We have seen the world change dramatically in the last 18 months or so and whilst we get back on track and start living our lives, a recent survey conducted by Panacea to its community discovered that 45% would continue to view more webinars or not attend face to face events at all. So, it seems that new technologies do still have a place in the new world.

Whilst forums such as BrightTALK, Zoom and Teams benefit to connect in a shorter timeframe with an emphasis on learning, we should also consider the benefits of Virtual events, which goes beyond that.  

Virtual events offer multiple components, sessions and with a higher level of personal engagement - just like a live exhibition.

This next webinar, run by vFairs will demonstrate how virtual events work for both attendees and exhibitors and provide the case for hosting and attending events virtually in a post-pandemic world. 

For those unsure about attending or exhibiting or for those that can't immediately see the benefits, we recommend you take 30 minutes to join our next session which will:

- Provide a background to vFairs and how they differ to traditional webinar platforms
- Show how a virtual event is built
- Demonstrate how they work and how you can get involved as either an exhibitor or participant
- Explain the benefits of both exhibiting and attending

Why Virtual Events matter

Throughout July Panacea ran a series of Cryptocurrency Masterclasses with Bridget Greenwood from The Bigger Pie to provide clarity on the complex world of cryptocurrency.

Over the course of these 5 webinars several questions were raised around the ethical and sustainable credentials of cryptocurrency given the amount of energy they require to "mine" and process transactions.

With that in mind we have once again teamed up with Bridget to bring you a follow-up session on “The cryptocurrency and blockchain dilemma for ESG investors”.

Bridget will be sitting down with Zara Zamani to look at Bitcoin and Ethereum in particular, and cover: 

• The Environmental, Social and Governance concerns currently related to cryptocurrency
• Whether cryptocurrencies are compatible with ESG 
• How to incorporate ESG factors when using cryptocurrency and what to look for
•	Significant innovation on greening the energy use that cryptocurrency requires

With Bitcoin and Ethereum attempting to enter the mainstream markets and around 9.8 million Britons owning cryptocurrency as at February 2021, it is more important than ever to understand these technologies, their trade-offs and implications to committed ESG investors.

Zara Zamani is Head of disruptive technologies at Meta bytes, Sweden. She is a blockchain expert and solution architect. She is also a lecturer and doctoral researcher in adoption of blockchain in small and medium enterprises in Halmstad university. She was featured as one of the 21 women in blockchain you should know in 2021 by Fintech Review as well as top 10 influential women in tech in 2021 by analytics insight.

The cryptocurrency and blockchain dilemma for ESG investors

As a Financial Planner, training in the areas of compliance, CPD and technical knowledge is not in short supply.  However just because you reach Chartered Status, does it mean you will be a skilled Financial Planner?

WHY is it that many Financial Planners KNOW exactly what they need to do, however they never seem to do it?  

- Maybe you continue to put pressure on yourself, to attract new quality clients.  You KNOW that it is not beneficial to do this, however this is what you have always done.  

- Perhaps you are so busy, and despite your hectic schedule, you struggle to say no to clients.  You KNOW this will make the problem worse, however don’t want to let people down.

- Potentially you get easily distracted.  Every day you have great intentions, however you’re to do list just gets longer.  You KNOW that you would benefit from having greater focus.

- Possibly you struggle with confidence.  You are confident on the outside however deep down you question yourself and have insecurities and worries.  If only you could attract the clients you really wanted to serve.

During this webinar you will be introduced to a transformational coaching approach to bridge the gap between what you know and what you do.   The techniques are not new, however are more routinely used in elite sport as opposed to business.   

When you become super focused and develop NEW levels of inner confidence (combined with your technical knowledge), your results will be unrecognisable. 

The event will be hosted by Tony Fields Founder of the Katalyst Coach.   Tony is an ex Chartered Financial Planner and started his financial career working for Life Companies in 2001.   Tony is an accredited member of the Academy of Life Planning and set up his business to help 1) Individuals who are stuck and re-evaluating their priorities in life and are looking for greater fulfilment and 2) To provide business coaching for Financial Planners with a clear purpose and strong values

Empowering you to realise your full potential as a Financial Planner

Whilst LinkedIn needs no introduction, many people still view it as an electronic CV. This may have been the case a few years ago, however now it’s a very powerful social media tool that can increase your chances of getting found on Google, help position you as an expert in your field, and bring you opportunities to win new clients and business opportunities.

Our next webinar focuses on developing your profile as an elevator pitch, how to position your brand and find potential new clients. 

Two-time award-winning digital agency, Inonda, will demonstrate how they have been successfully helping some of the fastest-growing independent advisers to steadily grow their portfolios over the last few years.

This is not just any LinkedIn webinar - this will specifically show how using the Inonda platform you can:

- learn tips on how to develop your LinkedIn profile
- run highly effective new business campaigns via LinkedIn
- learn how to target warm leads 
- use LinkedIn Navigator tools to target HNW individuals effectively
- understand how this successful model works for our current IFA partners

Learn new ways to use LinkedIn to grow your business

The impact of the Covid-19 pandemic has hit businesses across the globe. It has shown up how tight supply chains actually are, leaving some sectors and industries struggling with shortages and order book backlogs. 

But there have also been winners

An acceleration of digitalisation and technological disruption have opened up new opportunities, as has the need for home working during lockdown. 

While certain sectors might have seen some upside, join us as we discuss why a sector-agnostic bottom-up approach to investing in equities helps to pick the disrupters from the disrupted.

Our next webinar with Axa Investment Managers will:

- Provide an understanding of how investing in the UK stock market offers investors international exposure
- Define the opportunities that can be found through active stock picking
- Illustrate the long-term trends that have been accelerated by the pandemic

Picking the disrupters in equity investing

Equity Release has seen a growth of the amount used for gifting to family over recent years, however the total amount gifted is still less than £440 million per year.

Is this because clients do not understand the benefits of using property wealth as part of their Tax Planning, or because Financial Advisers do not?
 
Learning Objectives:
- Understand the current size of the Equity Release Market
- Learn how Equity Release products have changed to become more flexible in recent years
- Analysis of interest rate changes in the Equity Release market over the last five years
- An understanding of how property wealth could be considered alongside other forms of wealth
- Gain an appreciation of what Equity Release can be used for
- Understanding case studies and how these potentially reduce clients Inheritance Tax liability
- How working with an Equity Release Council Equity Release Advisor can benefit your firm

The growth of Equity Release for Inheritance Tax Planning purposes

"History doesn't repeat itself, but it often rhymes". 22 years ago Value investing was declared obsolete, what followed was a decade of Value outperformance in Emerging Markets. 

At this event, Associate Portfolio Manager Haider Ali will assess whether extreme style divergence means another decade of Value outperformance could be round the corner. They will also explain how we hunt for "forgotten" stocks that we believe are under-owned and under-researched by mainstream investors.

Value in Emerging Markets: Will History Rhyme?

Panacea is running a series of masterclasses to provide clarity on the complex world of cryptocurrency.

The issues:

In June 2021, the FCA extended the temporary registrations regime for existing crypto asset businesses from 9 July 2021 to 31 March 2022.  

Additionally, a recent Opinium poll showed that more than 90% of UK independent financial advisers would never recommend cryptocurrencies or meme stocks to their clients.

The Solution:

This series of webinars will enable you to:
- understand more about cryptocurrency 
- competently answer questions raised by clients
- decide whether to embrace it as another asset class for your advised clients

Bridget Greenwood from The Bigger Pie will facilitate the sessions and be joined by several experts in the field to educate you further. 

Synopsis:

- What is DeFi and how can you access it?
- Overview of type of DeFi products and protocols 
- What are the challenges and risks DeFi face?
- What are the opportunities?
- What is needed to get institutions interested in DeFi?

Speaker:

Dr Amber Ghaddar is one of the founders of AllianceBlock, the blockchain startup building the framework for the world’s first globally compliant capital market by bridging CeFi and DeFi. 

Amber started her career in Global Investment Research at Goldman Sachs London, and moved from there to the Cross Asset Solutions team at JP Morgan London in 2012, where she built the JP Morgan UK Multi Asset franchise. Later, she spearheaded the Macro Systematic Trading Strategies team at JP Morgan London.

Decentralised finance - what the future looks like

The events of 2020 put paid to many of our plans and predictions for the new decade. However, as the world slowly gets back to normal, Hyman’s Robertson looks at Adviser hopes, goals and ambitions in our latest webinar.

Last year Hymans Robertson carried out research among advisers and consumers to gain a clearer understanding of the advice clients receive around retirement income. This webinar will cover:

- The Economic impact on investment propositions
- Business challenges and opportunities
- Data, technology and tailored solutions
- The role of Responsible Investment
- Developing your clients’ retirement plans
- What does the future look like

We hope you find the content of this webinar insightful, thought-provoking and above all helpful, as you seek to grow your understanding, your people, your client returns and your business.

What does the future of advised investment propositions look like for IFAs?

Panacea is running a series of masterclasses to provide clarity on the complex world of cryptocurrency.

The issues:

In June 2021, the FCA extended the temporary registrations regime for existing crypto asset businesses from 9 July 2021 to 31 March 2022.  

Additionally, a recent Opinium poll showed that more than 90% of UK independent financial advisers would never recommend cryptocurrencies or meme stocks to their clients.

The Solution:

This series of webinars will enable you to:
- understand more about cryptocurrency 
- competently answer questions raised by clients
- decide whether to embrace it as another asset class for your advised clients

Bridget Greenwood from The Bigger Pie will facilitate the sessions and be joined by several experts in the field to educate you further. 

Synopsis:

We’ve all heard the hype about Britcoin, but what is CBDC really all about? 

Are governments seriously considering introducing their own cryptocurrencies? (spoiler alert - No). In this session, we’ll take a look at central bank digital currencies - what are they, what are their benefits, and what does adoption of a CBDC mean for a country, its economy, financial institutions, businesses and citizens? 

We’ll look at how different design considerations give rise to different CBDC features, and also discuss some of the CBDC projects in flight around the world.

CBDCs and Britcoin - what does a digital central bank currency mean for us?

Panacea is running a series of masterclasses to provide clarity on the complex world of cryptocurrency.

The issues:

In June 2021, the FCA extended the temporary registrations regime for existing crypto asset businesses from 9 July 2021 to 31 March 2022.  

Additionally, a recent Opinium poll showed that more than 90% of UK independent financial advisers would never recommend cryptocurrencies or meme stocks to their clients.

The Solution:

This series of webinars will enable you to:
- understand more about cryptocurrency 
- competently answer questions raised by clients
- decide whether to embrace it as another asset class for your advised clients

Bridget Greenwood from The Bigger Pie will facilitate the sessions and be joined by several experts in the field to educate you further. 

Synopsis:

- Tax implications of activities in cryptoassets for UK Individuals
- How Recap can help your clients (and their accountant) calculate their tax position
- Succession planning with cryptoassets
- How to have a meaningful discussion with clients on crypto

Louise, an experienced cryptotax advisor with over 2.5 years’ experience advising clients in this area, will explain how cryptoassets are taxed for UK Individuals; including an overview of the complex ‘share matching’ rules applied for capital gains tax disposals. 

Dan Howitt will showcase how Recap (privacy focused crypto software) can help your clients (and their accountant) calculate their tax position, track their portfolio for strategic financial planning purposes and estimate the tax on contemplated transactions. 

Louise will then give a brief insight into succession planning considerations regarding cryptoassets, before summing up with her experiences advising crypto clients.

Crypto Assets and tax implication - how to talk to your clients about Crypto

Many of us are now working from home, which is certainly not the norm for most, and this can bring with it challenges to our mental and physical wellbeing. Debbie Bullock, Wellbeing lead at Aviva, will explain how to look after your wellbeing as we do our best to adjust to the new normal.

Mental and physical wellbeing when working remotely

Covid-19

Financial advisor

wellbeing

mental health

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Mental and physical wellbeing when working remotely

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