Business Development Updates
Selected for you to access the most valuable content we’ve shared with our adviser community. Here you’ll find a depth of insight and resources to help you and your business.
Webinar – Global Equities – Income or Growth with Redwheel and Blue Whale Capital
Webinar – Global Equities – Income or Growth with Redwheel and Blue Whale Capital Tuesday 13th September 14:00 – 15:00 With 60 mins CPD secure your place now. At this...
Fidelity Adviser Solutions Webinar – The new Consumer Duty: key changes you need to make now
The new Consumer Duty: key changes you need to make now Webinar: 10am on Thursday 22 September (45 minutes) The FCA has now published the final rules relating to the...
ESG Practical Workshop with Parmenion – CPD Accredited Workshop
• JOIN THIS CPD ACCREDITED WORKSHOP • ESG in Practice How to bring ESG into your Centralised Investment Proposition Tuesday 13th September, 9am - 12pm Aurora, Counterslip, Bristol, BS1 6BX...
PruAdviser – Political upheaval and economic headwinds – but what does it mean for investing client funds?
Political upheaval and economic headwinds - but what does it mean for investing client funds? Tuesday 13 September, 3:30pm - 5pm Uncertainty and turmoil have been at the very top...
Octopus Investments – Webinar: Tax planning in today’s economy
Webinar: Tax planning in today’s economy Monday 19 September at 2pm, one hour’s CPD The economy and outlook has transformed over the past two years. We’ve seen high inflation1, uncertainty...
Adviser Home, Redwheel and Blue Whale Capital CPD Webinar – Investing in Global Equities – has the game changed or not?
Understanding the direction of travel for global equities is a key concern for you and your clients. So we’ve been working with two leading investment boutiques – Redwheel and Blue...
Registration for the next round of Invesco’s Investment Intelligence Seminars is now open!
Registration for the next round of Invesco’s Investment Intelligence Seminars is now open! Please sign up for one of the seminars running across the UK between 16 September - 2...
JUST – Demonstrating personalisation of lifetime mortgage advice
Over 80% of lifetime mortgage advisers surveyed are encouraging their clients to answer medical questions to help achieve better outcomes*. It makes sense because the solution can be more personalised....
PruAdviser – Centralised Retirement Propositions (CRP) Research
Centralised Retirement Propositions (CRP) Research Widespread geo-political tension, ensuring market volatility and the spectre of double digit inflation have made expert retirement advice more valuable than ever. But the task...
Canada Life – Meet Bill
After wanting to start a band but not being financially stable, Bill can finally make his dream a reality with help from The Retirement Account. The Retirement Account enables your...
Canada Life – Income guarantees and flexibility in retirement
Elizabeth has always liked to be prepared for the unexpected. Conscious of the continuing increase in inflation, she chooses to set up an annuity with the Canada Life 5* Defaqto...
JUST – Could medical underwriting give lifetime mortgage advisers a competitive advantage?
How does medical underwriting give lifetime mortgage advisers a competitive advantage and help them personalise solutions for clients? Just interviewed advisers who include medical underwriting in their lifetime mortgage advice...
