Akademia
  • How can you connect with your next generation of clients?

    Why is the imminent passing of wealth from one generation from the next so important? How should you approach your clients to ensure a multi-generational commitment? What are some of the common concerns clients have over inheritance? All this and more in this Akademia panel.

    • Clive Worlock, Director of Private Clients, Charles Stanley
    • Katie Tasker, Investment Manager, Charles Stanley
    • Danby Bloch, Head of...
    More
  • The role of UK property in client portfolios

    Tutors:

    • Guy Glover, Manager, BMO UK Property Fund, BMO Global Asset Management
    • Matthew Howard, Director, Property Funds, BMO Global Asset Management

    Learning outcomes:

    1. The characteristics of UK property as a portfolio diversifier
    2. The pros and cons of open ended and closed ended real estate funds
    3. How fund managers look to ensure...
    More
  • Advising on income protection

    In this Akademia module, we take a look at what the income protection gap is, misconception about the idea vs the reality of insurance prices & how mental health and working conditions are having a big impact on UK productivity. Joining Mark Colegate to discuss, we have:

    • Robert Harvey, Head of Insurance, Drewberry
    • Jennifer Gilchrist, Protection Specialist, Royal London
    More
  • What’s reshaping the mortgage market? | CeMAP TV

    In this CeMAP TV roundtable, our panelists discuss how they make sure their clients are getting the best advice for them, the importance of making the transition from mortgage broker to mortgage advisor...

    More
  • Minimising a client's IHT bill

    Tutor:

    • James Rae, Investment Manager, Charles Stanley AIM IHT portfolio service
    • Lynne Rowland, Head of Personal Tax at Moore Kingston Smith

    Learning outcomes:

    1. The key points to consider when it comes to considering a client’s IHT bill
    2. The AIM market and the options it provides to mitigate IHT
    3. How professionals can better...
    More
  • An introduction to Structured Products

    Tutor:

    • Davydd Wynne, Cazenove

    Learning outcomes:

    1. The main risks in structured products: credit, investment and liquidity
    2. How a structured product is typically constructed
    3. The importance of understanding the small print in a structured product
    More
  • SME Business Protection Market Update

    Tutors:

    • Richard Kateley, Head of Specialist Protection, Legal...
    More
  • Key Person

    Tutors:

    • Stuart Halliwell, Legal & General
    • Robert Betts, Legal & General

    Learning outcomes:

    1. The need for key person cover
    2. How to set up key person cover for different types of business
    3. The treatment of premiums and policy proceeds for taxation purposes
    4. More
  • Share Protection

    Tutors:

    • Richard Kateley, Legal & General
    • Stuart Halliwell, Legal & General

    Learning outcomes:

    1. The different types of business structure available in the UK
    2. How to set up different types of share protection arrangements
    3. The supporting agreements for share protection and how these differ
    4. More
  • Understanding centralised retirement propositions

    Tutors:

    • John R Porteous, Charles Stanley
    • Mike Barrett, Langcat Financial

    Learning outcomes:

    1. How a centralised retirement proposition can improve customer outcomes
    2. Understand the risks and consideration for advisers who run centralised propositions
    3. Satisfying income requirements and intergenerational wealth conflicts
    More
  • Managing Risk in Multi-Asset Portfolios

    Tutors:

    • Pablo Balan, Head of Multi-Asset Investment Risk, M&G Prudential

    Learning outcomes:

    1. Understanding the different types of risk within a multi-asset portfolio
    2. How you can monitor and manage risk in a multi-asset portfolio
    3. The importance of having a clear and independent risk framework
    More
  • Mortgage Protection Market | CeMAP TV

    Tutors:

    • Andy Philo, Vitality
    • Michelle Brook, Mortgage Advice Bureau

    Learning outcomes:

    1. The need for mortgage protection and the main barriers to getting it
    2. How to keep a client engaged in discussing mortgage protection having gone through a lengthy mortgage conversation
    3. If the rewards and benefits are a worthwhile incentive for taking out a protection policy
    More