Glossary

  • 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...
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  • 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...
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  • 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
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  • 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...

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  • 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...
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  • 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
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  • SME Business Protection Market Update

    Tutors:

    • Richard Kateley, Head of Specialist Protection, Legal...
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  • 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
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  • 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
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  • 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
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  • Selecting a DFM

    Tutors:

    • Simon Cooper, Cazenove Capital
    • Nick Georgiadis, Cazenove Capital

    Learning outcomes:

    1. The main different types of outsourced solutions available to advisers
    2. The core components of an outsourced solution, from investment philosophy through to back office compatibility
    3. How to identify and manage potential conflicts of interest
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  • Mortgage Advice Market | CeMAP TV

    Tutors:

    • Michael Nicholls, The London Institute of Banking & Finance
    • Andy Philo, Vitality
    • Andrew Montlake, Coreco

    Learning outcomes:

    1. How the mortgage market has developed in 2019
    2. How the mortgage protection market stands today
    3. When mortgage advisers should hand over the role of adviser
    More
  • Challenges of today’s mortgage adviser: how to keep up in the market | CeMAP TV

    Tutors:

    • Michael Nicholls, The London Institute of Banking & Finance
    • Simon Broadley, TenetLime

    Learning outcomes:

    1. How today’s mortgage market stands and what is expected of mortgage advisers
    2. Why CeMAP Professional is needed in today’s mortgage market
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  • Regulatory Round-up | March 2019

    Tutors:

    • Hamish Purdey, Intelliflo
    • Hannah Doherty, HD Legal & Compliance

    Learning outcomes:

    1. With Brexit looming will it impact regulation in the UK
    2. Advantages of technology for advisers
    3. What to expect and how to be best prepared for new regulation in 2019
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  • Strategic vs Tactical Asset Allocation

    Tutors:

    • Iain Barnes, Netwealth
    • Phillip Butler, PPMG
    • Parit Jakhria, PPMG

    Learning outcomes:

    1. What a good strategic asset allocation and tactical asset allocation process look like
    2. How they work in tandem to generate performance and manage risk
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  • Venture Capital Trusts

    Tutors:

    • Sally Boyle, Octopus Investments
    • Will Gibbs, Titan VCT
    • Samantha Ling, Titan VCT
    • George Whitehead, Venture Capital Trust Association

    Learning outcomes:

    1. What is needed for a successful VCT
    2. What kind of companies fit the VCT model?
    3. How to know when to exit investments
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  • Using technology to drive revenue growth | January 2019

    Tutor:

    • Nick Eatock, Intelliflo

    Learning outcomes:

    1. Main benefits of implementing technology for advisers
    2. How technology is helping advice firms meet regulatory challenges
    3. Why technology implementation might fail and how to avoid this

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  • The impact of technology on financial advice

    Tutors:

    • Mark Loosmore, IRESS
    • Mike Barrett, The Lang Cat
    • Matt Noble, Origo
    • Tessa Lee, moneyinfo

    Learning outcomes:

    1. What the tech providers are doing to facilitate data flows between platforms
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  • Regulatory Round-Up | December 2018

    Tutors:

    • Marc McCarthy, AutoRek
    • Andrew Henderson, Eversheds Sutherland

    Learning outcomes:

    1. An overview of regulatory changes in 2018
    2. The role of technology in regulation and compliance
    3. What to expect and how to be best prepared for new regulation in 2019
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  • Mitigating Risk & the Benefits of Outsourcing

    Tutor:

    • Davydd Wyne, Cazenove Capital

    Learning outcomes:

    1. How can a DFM help you explain value versus price in light of MIFID II disclosure changes
    2. Can using a DFM help increase the value of your business
    3. How does a DFM improve diversification & access to a broader range of investments
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  • The Future of Advice

    Tutors:

    • Kevin Silvester, Brewin Dolphin
    • Pamela Murphy, Taylor Made Financial Planning
    • Liz Campbell-Warner, Gabriel Research & Management Ltd

    Learning outcomes:

    1. Why IFAs turn to investment managers
    2. The pros and cons of outsourcing
    3. The cost of regulation
    More
  • Retirement | Masterclass with Robert Peston

    It's been a turbulent few years for pensions and retirement with the secular fall in interest rates which did enormous damage to the DB pension sector. We've also had a massive regulatory change affecting how much we can take out of pensions in terms of lump sums. This Masterclass discusses these topics and also takes a look at auto-enrolment and reliability on new technology helping us to save for retirement. On the panel to discuss are:...

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