What are the lessons learnt from 2022 and what can we expect to come in the months ahead and into 2023? Three experts join us for the final Masterclass of the year:

• Suhail Shaikh, CIO, Fulcrum Asset Management
• Tom Carroll, CIO, Rathbone Unit Trust Management
• Gillian Hepburn, Head of UK Intermediary Solutions, Schroders

Learning outcomes:

1. Threats and opportunities...

Tutors:

• Ashley Sampson, Southeast Business Development Manager, Pure Retirement
• Sara Robinson, Director of Adviser Services, Equity Release Associates

Learning outcomes:

1. The outlook for lifetime mortgages in light of higher rates and a tougher economic backdrop
2. The impact of inflation on clients’ needs
3. What advisers should consider when...

Investments that qualify for Business Relief provide relief from inheritance tax and can help investors pass on more to loved ones.
We’re the largest provider of investments that qualify for BR, so we’re well placed to help you understand them.
In fact, we’ve managed these investments since 2005 and we look after more than £3.9 billion across our range of BR products.
Watch our short video which explains:

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Value stocks have been outperforming growth stocks and the cost of living crisis has been affecting retail, so how do investors consider these factors when using value investing in their strategies? Joining us for this Masterclass are:

• George Godber, Manager of UK Value Opportunities Fund, Polar Capital
• John Teahan, Portfolio Manager, UK Value...

What are the current movements in the UK equity market and how are fund managers positioning their portfolios accordingly? In this Masterclass we are joined by 3 experts:

• Richard Knight, Portfolio Manager, Allianz Global Investors
• Fred Mahon, Fund Manager, Church House
• Alexandra Jackson, UK Opportunities Fund Manager, Rathbones

Learning outcomes:

1. The impact of...

Tutors:

• Robert Poulten, Business Consultant, Quilter Financial Planning
• John Kerr, Recruitment and Establishment Director, Quilter Financial Planning
• Paul Young, Head of Business Consultancy, Quilter Financial Planning

Learning outcomes:

1. Distinguishing between the types of growth an adviser business needs to focus on: staff, clients and...

Tutors:

• Tom May, CIO, Atlantic House Investments
• Nina MacEwen, Head of Discretionary Sales...

Tutors:

• Andrew Morris, Product Specialist, Canada Life Asset Management
• Craig Rippe, Head of Multi-Asset, Canada Life Asset Management

Learning outcomes:

1. How do income funds work and what options are available for investors wanting to gain a regular income
2. Who are multi-asset income funds for and how close to retirement should investors be opting...

Tutors:

• Tsitsi Mutiti, Investment Manager, Charles Stanley
• Danby Bloch, Head of Editorial Strategy, Platforum
• Sean Osborne, Group Head of Sales, Charles Stanley

Learning outcomes:

1. How to assess and respond to client vulnerability
2. How Covid and its aftermath have impacted on intergenerational wealth transfers
3. How client...

Tutors:

• Tom Buffham, Portfolio Analyst, Brewin Dolphin
• Lee Coates, OBE, Co-Founder, ESG Accord
• Rob Gleeson, CIO, FE Investments

Learning outcomes:

1. The challenges of adding sustainability to an MPS
2. The pros and cons of outsourcing investments via an MPS
3. How the MPS market is developing sustainability options

...

Tutors:

• Paul Young, Head of Business Consultancy, Quilter Financial Planning
• Sarah Elmey, Business Consultant, Quilter Financial Planning
• Mike Simpson, Business Consultant, Quilter Financial Planning

Learning outcomes:

1. The importance of establishing the link between fees and value
2. How to meet the service delivery challenge
3. How...

In this Masterclass we look at the outlook for healthcare investing. What are the key trends and sustainability issues that need to be covered? Our panel consists of three experts from AXA:

• Erick Decker, Head of Responsible, Sustainable and Impact investment Assets at AXA
• Dr Zina Affas Besse, deputy head of healthcare private equity, Axa IM Alts
• Jonathan Dean, head of impact private equity fund management,...