Akademia
  • 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
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  • 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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  • Global Outlook | Masterclass with Robert Peston

    10 years on from the big crash, the global economy has been getting back to the growth rates that we didn't see before. There are signs of a slow down and crisis in emerging markets such as Turkey and Argentina, and with Brexit still looming, how do we leave the EU without doing damage to the economy? Joining the panel to discuss are:

    • Salman Ahmed, Chief Investment Strategist, Lombard Odier Investment Managers
    • ...
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  • Fixed Income | Masterclass

    Considering the current investment environment we find ourselves in, what sort of role does fixed income play in the portfolio, and where are the opportunities? Discussing on the panel are:

    • David Newman, Head of Global High Yield, Allianz Global Investors
    • Mohammed Kazmi, Portfolio Manager / Macro-Strategist Global and Absolute Return Fixed Income, UBP
    • Mike Kushma, Chief Investment Officer, Global Fixed Income...
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  • Business Protection

    Tutors:

    • Richard Kateley, Legal & General
    • David Turvey, Avon House Wealth Management
    • Lee Thomas, Portmore Life

    Learning outcomes:

    1. Understanding the core protection needs of business in the UK
    2. How to work with 3rd parties such as lawyers and accountants
    3. How to engage with business owners on business protection
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  • Group Protection

    Tutors:

    • Colin Fitzgerald, Legal & General Group Protection
    • Andrew Shiner, The Health Insurance Group

    Learning outcomes:

    1. The size and opportunity of the group protection market
    2. Why IFAs should delve into the group protection market
    3. How to approach the group protection market
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  • Protecting wealth and diversifying risk using a DFM

    Tutor:

    • Laurence Forrester, Cazenove Capital

    Learning outcomes:

    1. How an adviser can partner effectively with a DFM
    2. The investment implications of pension freedoms
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  • Responsible Investing

    Tutors:

    • Alice Evans, BMO Global Asset Management
    • Claudia Wearmouth, BMO Global Asset Management

    Learning outcomes:

    1. Whether ESG is a fad or here to stay
    2. How investors can make a difference as 'active owners' of the companies they invest in through engagement on ESG issues by their fund managers
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  • Regulatory Round Up | July 2018

    Tutors:

    • Gillian Boston, AutoRek
    • Michael Ruck, Pinsent Masons

    Learning outcomes:

    1. The continued speed of change of regulation and how to be prepared
    2. How much need is there for automation and how are regulators themselves embracing technology
    3. What new regulation is coming in 2019
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  • Delivering long-term sustainable income

    Tutor:

    • Mark Rimmer, Premier Multi-Asset Income Funds

    Learning outcomes:

    1. How to achieve long-term sustainable income
    2. Potential issues of investing in equities for income
    3. Using fixed income as a source of income
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  • Regulatory Round Up | May 2018

    Tutors:

    • Gillian Boston, AutoRek
    • Kevin Silvester, Brewin Dolphin

    Learning outcomes:

    1. Since implementation how MiFID II has been received
    2. How agents as clients can work in a post MiFID II world
    3. How technology can be used to achieve smarter regulatory reporting
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  • Why your brain makes bad investing decisions

    Tutor:

    • Stuart Rae, AllianceBernstein

    Learning outcomes:

    1. How emotions can influence investment decisions
    2. The major behavioural biases that affect decision-making
    3. How rules-based investing can help to overcome biases
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