Akademia
  • The challenges facing DB trustees

    Tutors:

    • Bob Campion, Senior Portfolio Manager, Charles Stanley Fiduciary Management
    • Chris Halewood, Trustee Director, 2020 Trustees
    • Sarah Marshall, Trustee, Pi Pension Trustees

    Learning outcomes:

    1. The impact of regulation on professional DB trustees' investment approach
    2. How to keep on top of regulatory and knowledge requirements
    3. ...
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  • Equity Release

    Tutors:

    • Paul Shirlaw, Equity Release Adviser, Crabtree Consulting
    • Jason Ruse, Business Development Director, Key Group
    • Richard Merrett, Head of Strategic Development, SimplyBiz Mortgages

    Learning outcomes:

    1. To gain a better understanding of the later life lending market
    2. To understand what tools are available to support me and my client...
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  • Centralised Investment Propositions

    Tutors:

    • Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Global Asset Management
    • Karl Dines, Head of Business Consultancy, SimplyBiz

    Learning outcomes:

    1. The development of the centralised investment proposition and the regulator’s intentions behind this
    2. How to go about putting a CIP together and the main pitfalls to avoid...
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  • The future of mortgages for the self employed

    Tutors:

    • Steve Hewitt, National Key Account Manager, Aldermore
    • Elena Todorova, Associate Director, Property Finance, SPF Private Clients
    • Andrew Montlake, Chairman, AMI
      • Learning Outcomes:
        • How lockdown an covid are having a range of impacts on the financial prospects for the self employed
        • How mortgage lenders are responding to these
        • What mortgage...
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  • Intergenerational Wealth Planning

    Tutors:

    • John Porteous, Head of Distribution, Charles Stanley
    • Charlotte Lambeth, Senior Investment Manager, Charles Stanley
    • Danby Bloch, Head of Editorial Strategy, Platforum

    Learning outcomes:

    1. Why the Covid pandemic has transformed the conversation around intergenerational wealth transfer
    2. Why each family and its set of circumstances is...
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  • Book of Stories 2.0

    Tutor:

    • Sean Osborne, Head of National Accounts, Charles Stanley

    Questions asked:

    1. What’s the key difference between last year’s Book of Stories and 2.0?
    2. How does the Book of Stories 2.0 help advisers to engage with the next generation?
    3. Has the pandemic created any challenges for advisers when engaging with the next generation within a...
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  • Answering your questions. Aldermore and e.surv lift the lid on valuations

    Tutors:

    • Ben Culley, Property Risk Manager, Aldermore
    • Tim Bishop, Surveying Quality Manager, e.surv

    Learning outcomes:

    1. The difference between a mortgage and a full Red Book valuation
    2. How surveyors and lenders arrive at valuations
    3. Emerging risks in the property market
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  • The Use of Technology During Lockdown

    Tutors

    • John Porteous, Group Head of Distribution, Charles Stanley
    • Nick Eatock, Chief Executive Officer, Intelliflo
    • Rob Tedder, Knowledge...
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  • Top tips on cyber security

    Tutor:

    • John Harrison, Head of Information & Cyber Security, Charles Stanley

    Questions asked:

    1. How has COVID-19 affected cyber crime?
    2. Which types of cyber attack are being used?
    3. How can individuals protect themselves?
    4. What measures might IFA firms consider?
    5. How else can we protect ourselves?
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  • Equity release industry: working through lockdown

    Tutors:

    • Hattie Tales, National Account Manager, Pure Retirement
    • Matthew Taylor, Senior Business Relationship Manager, Equilaw
    • David Burrowes, Chairman, Equity Release Council

    Learning outcomes:

    1. How the equity release industry is working to protect vulnerable clients as a result of lockdown and social distancing
    2. How to factor in...
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  • Creating a successful digital advice model

    Tutor:

    • Mark Loosmore, Executive General Manager - Wealth, Iress

    Questions asked:

    1. Why should data be at the heart of an adviser firm's business?
    2. What are the benefits of automating your business processes?
    3. Which tools should adviser firms consider when offering digital client engagement?
    4. How can digital tools help with...
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  • The complexity of the buy-to-let mortgage market

    Tutor:

    • Matt McCullough, National Sales Manager, Residential Mortgages, Aldermore

    Learning outcomes:

    1. How Coronavirus is impacting on the BTL market
    2. Why the BTL market is becoming more complex but offering greater choice to clients
    3. The importance of basing business on value for money principles rather than initial cost
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