Akademia

In this episode we discuss CPD and career development pathways, joining us is Gill White - Chief Customer Officer at Chartered Insurance Institute. More

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...

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Tutors:

• Chris Jones, Proposition Director, Dynamic Planner
• Paul Young, Head of Business Consultancy, Quilter Financial Planning

Learning outcomes:

1. Establishing target markets
2. Understanding and articulating the price and value of financial advice
3. Addressing the challenge of ongoing client service

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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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There's plenty of doom and gloom in the markets but what does that mean if you are invested in multi-asset funds? Have they got the flexibility and the know-how to avoid the downsides and risks, but still give exposure to the rewards? Joining on the panel to discuss are:

• James Mahon, CIO, Church House Investment Management
• Caroline Shaw, Portfolio Manager, Fidelity International
• David Coombs, Head of Multi-...

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The death of Queen Elizabeth II, the war in Ukraine and soaring inflation have created an interesting economic landscape to say the least. What is the outlook for the global economy and markets? Discussing in this Masterclass, hosted by Robert Peston, are:

• Fabiana Fedeli, CIO Equities and Multi Asset, M...

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What does 'sustainable' mean to your clients and how do you know you're doing the right thing for them? An expert panel join us to discuss:

• Shane O’Brien, Head of Multi-Asset...

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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...

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Tutors:

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

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In this Masterclass three experts join us to discuss the transitory factors that may be affecting inflation, their views on the current labour market and current growth opportunities in the market. Taking part are:

• Anthony McDonald, Senior Investment Manager, Aegon UK
• Trevor Greetham, Head of Multi Asset, Royal London Asset Management
• Alex Funk, Chief Investment Officer, Schroder Investment Solutions
...

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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...

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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...

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In this Retirement Income Masterclass, four experts join us to discuss the Cost of Living Crisis, Central Banks, Cash Flow Modelling and the Pensions Gender Gap:

• Jamie Jenkins, Director of Policy and External Affairs, Royal London
• Cecilia Furner, Strategic Partnerships Director, Legal...

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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

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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...

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Tutors:

• Bryn Jones, Head of Fixed Income, Rathbones
• Noelle Cazalis, Fund Manager, Rathbones
• Kate Elliot, Head of Ethical, Sustainable and Impact Research, Rathbone Greenbank

Learning outcomes:

1. The future role of fixed income in a client portfolio
2. What the last 20 years can teach investors about fixed income’s characteristics
3. The...

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In this fixed income Masterclass, a panel of experts discuss the outlook for fixed income and what the rest of 2022 and beyond holds for it. Taking part are:

• Nick Hayes, Fund Manager, AXA Global Strategic Bond Fund, AXA Investment Managers
• KJ Sinha, Fund Manager, Canada Life Asset Management
• Madelaine Jones, Portfolio Manager, Oaktree Capital Management

Learning Outcomes:...

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Tutors:

• Douglas Turnbull, Global Smaller Companies...

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Tutors:

• Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Global Asset Management
• Julia Dreblow, Founder, SRI Services...

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Tutors:

• Hilary Banks, Sales Director, Guardian Financial Services
• Phil Deacon, Head of Claims, Guardian Financial Services

Learning Outcomes:

1. To understand how the pandemic and new regulation is influencing the critical illness protection market
2. To learn the common triggers of critical illness protection as well as understand what a claims process...

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Tutors:

• Warren Page, Recruitment Director, St. James's Place
• Eddie Grant, Director, Technical Connection, St. James's Place
• Andrew Cullen-Jones, Director of Business Development and Advice, St. James's Place
• Adrian Speed, Head of Partner Finance Consultancy, St. James's Place

Learning outcomes:

1. Understand what it really means to be a...

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Tutors:

• Gemma Harle, Network Managing Director, Quilter Financial Planning
• Stuart Cross, Managing Director, Strategic Partners, Quilter Financial Planning
• Paul Young, Head of Business Consultancy, Quilter Financial Planning

Learning outcomes:

1. To learn how the new FCA Consumer Duty will impact advisers, as well as understand what is...

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Tutors:

• Paul Fidell, Business Development Manager, Prudential
• Michael Watt, Investment Director, Treasury...

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Tutors:

• Mark Greenwood, Director of Compliance Services, SimplyBiz
• Jennifer Peaty, Field Compliance Development Manager, Compliance First
• Karl Dines, Head of Business Consultancy, SimplyBiz
• Davinia Rogers, Investment Services Director, SimplyBiz

Learning outcomes:

1. To understand the most common compliance problems that advisers...

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