• Consumer Duty | Masterclass

    In this Masterclass we look at the latest Consumer Duty deadlines and what this means for advisers and their clients. Our speakers are:

    • Alastair Black, Head of Industry Change, abrdn
    • Steven Cameron, Public Affairs Director, Aegon
    • Jamie Jenkins, Director of Policy...
  • Deconstructing Model Portfolios

    In this Akademia learning unit we are looking at the structure and allocations of the managed portfolio service and how exposure to different asset classes vary between them. To discuss this topic, we are joined by:

    • Olivia Geldenhuys, Investment Specialist, Schroders
    • Alena Kosava, Head of Investment Research, AJ Bell

    Learning Outcomes:

    • Looking at the different MPS strategies...
  • Reviewing Client Offerings

    In this Akademia learning unit we are looking at reviewing client offerings in the wake of changes to the taxation regulatory and the investment backdrop. To discuss this topic, we are joined by:

    • Vince Smith-Hughes, Director of Specialist Business Support, Prudential, M...
  • Understanding the over 50's market

    How do we define the over 50's market and why is it so important to focus on it? In this Akademia learning unit, we discuss the shaping of an equity release proposition for the over 50's. To discuss the topic, we are joined by:

      • Jane Mullan, National Field Sales Manager, Pure Retirement
      • Rachel Pease, Head of Marketing, Pure Retirement
      • Jane Finnerty, Joint Chair, SOLLA (Society of Later Life Advisers...
  • Ros Altmann Retirement Income | Masterclass 2023

    Baroness Ros Altmann hosts this Masterclass on Retirement Income. A panel of experts discuss topics such as retirement income...

  • Succession Planning


    • Paul Young, Head of Business Consultancy, Quilter Financial Planning
    • Nick Braid, Head of Succession Planning, Quilter Financial Planning
    • Mark Pittaccio, Behavioural Economist, Research Psychologist, University of London

    Learning outcomes:

    1. How to structure capital payment for a business, including tax
    2. How to maintain client focus...
  • Year in Review | Masterclass

    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...
  • Changes in the Lifetime Mortgage Market


    • 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...
  • Octopus Investments: Business Relief explained

    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:

  • Value Investing | Masterclass

    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...
  • UK Equities | Masterclass

    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...
  • Growing your business


    • 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...