Industry news and views from Panacea and our partners.
Partner Events_
James Hay February Masterclasses Register Now
James Hay is holding its next series of Technical Masterclasses throughout February. These are small, regional events, which focus on technical issues that could affect your clients this year.
Prudential: Minimising risk and maximising certainty Seminars
Prudential are delivering 19 seminars around the country to help advisers find a way through the uncertainty in investment markets, and to aid effective pension planning.
Transparency Symposium; featuring "The Massive Active/Passive Debate"
A key part of the FCAs Asset Management Market Study is of interest to you, because Pensions Minister Richard Harrington MP is going to be speaking at our next Transparency Symposium; an event featuring "The Massive Active/Passive Debate".
Speakers Announced - Alpha Generators 2017
We are delighted to announce the dates for the 2017 Alpha Generator's Roadshow, now in its eighth consecutive year.
Boring Money: Women Invest Too
There's still time to book for Women Invest Too on Tuesday 29th November 2pm onwards. This successful female only event (sorry boys!), brought to you by Holly Mackay and the Boring Money team, has been helping careers and business over the years, growing in numbers and calibre of speakers.
Architas' The art of multi-asset forum
Fund selection isnt easy. From the thousands of funds out there how do you know which ones to choose to help meet your clients goals and aspirations?
Scottish Widows: Register for our Tax planning with protection insurance MasterClass
In this Techtalk MasterClass, we focus on Tax planning with protection insurance. Register now and watch it live on the 8th November at 10.30am -11.30am.
James Hay: Technical Masterclasses regional events
In light of chaos caused by the EU Referendum, the fall in value of the pound and ahead of the new Chancellor's Autumn Statement, advisers are faced with an increasing number of challenges. For example; how do you ensure that pension planning for high net worth clients remains tax efficient?
The Power of 3 Roadshow: A long history of serving UK investors
Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2016 Power of 3 Autumn Roadshow. Running between 8th and 24th November, gain insights from investment specialists on the UK, property and absolute return topics for your clients. Each event runs for 2 hours and 15 minutes and will include an informal lunch, breakfast or afternoon tea during the first 30 minutes of registration. The events are CII accredited for up to 1.5 hours of structured learning and meet the CII member CPD scheme standards*.
Grab the last few tickets for the Protection Review Summit
At this 2 hour debate, the topic is: Our approach to critical illness cover needs to fundamentally change if are to get back to growth.
The Smarter Business Roadshow 2016
Do you want to gain valuable insights into improving business performance and consequently deliver better outcomes for your clients?
Invitation: Investment F1orum, Williams F1 Centre
Allianz Global Investors, BlackRock, M&G Investments, Schroders and Old Mutual Global Investors are delighted to invite you to the Investment F1orum, taking place on Tuesday 15th November 2016 at the Williams F1 Conference Centre. A selection of renowned figures from the fund management industry will share their thoughts on potential opportunities to outperform, and discuss strategies that aim to benefit your clients. Following the presentations, you will have the chance to put your questions to our speakers during an extended Q&A panel session. Please find below speaker details and presentation topics
BlackRock regional conferences
BlackRock Investment Conference 2016 7-8 November 2016, Manchester and Edinburgh We would be delighted if you could join us for one of the BlackRock Investment Conferences this autumn.
Sri Event Invitation:
Event Invitation: "Screened, Themed & Engaged 2016" I am delighted to invite you to attend "Screened, Themed & Engaged 2016" our Fund EcoMarket, friends and partners Good Money Week 2016 event. Attendees will hear from - and have the opportunity to speak with - a wide range of SRI & ethical investment specialists, fund managers and service providers at a series of presentations, round table sessions and a panel discussion. The event will take place on 9 November in London. Keeping you informed about Sustainable, Responsible & Ethical Investment
RLAM: Meet the managers
Following the launch of the Royal London Global Multi Asset Portfolios (RL GMAPs) in March this year, RLAM are delighted to invite you to join them to the meet the managers behind these strategies. RLAMs breakfast briefing is taking place on Wednesday 19 October at the City of London Club, details below.
The Power of 3 Roadshow
Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2016 Power of 3 Autumn Roadshow. Running between 8th and 24th November, gain insights from investment specialists on the UK, property and absolute return topics for your clients. Each event runs for 2 hours and 15 minutes and will include an informal lunch, breakfast or afternoon tea during the first 30 minutes of registration. The events are CII accredited for up to 1.5 hours of structured learning and meet the CII member CPD scheme standards*.
Kinder Institute: EVOKE® 5-Day Life Planning Training
Don't miss the 5-Day EVOKE® Life Planning Course Applying EVOKE® Life Planning Methodology to Client Engagements. George Kinder developed the Kinder Institutes revolutionary approach to client communications -- this is your chance to learn new skills and raise your technique to the next level.
Invesco Perpetual: Open Investment Meeting October
Join Nick Mustoe, Chief Investment Officer, John Greenwood, Chief Economist at Invesco Ltd., and three of our key fund managers as they share their latest market and asset class views and insights at Banking Hall in London, on Friday 7 October 2016, at 11am.
Prudential: Retirement Solutions - assisted by technology
Prudential & O&M have combined forces to deliver 37 seminars which will show how technology can aid, improve and make the suitability process more consistent.
NMBA: Business Evolution Forums
second round of Business Evolution Forums are now available to book on!
BlackRock Investment Conferences
This is your opportunity to hear from our leading portfolio managers as they offer their unique insights into investing in todays low yield, low growth markets and outline some compelling solutions for you and your clients.
Prudential: Planning matters - preserving the wealth through the generations WebEx day
Register to join our WebExes on 21 July 2016 to help you identify new financial opportunities with your clients.
Schroders Live - Brexit Special
On 23 June, the UK will vote on whether they should leave or remain part of the European Union. Join us on the day of the results for Schroders Live - Brexit Special, when our panel of experts will be discussing the outcome of the vote, the potential implications on UK and European markets and what it could mean for investors.
Canada Life: Glasgow seminars
At Canada Life, we have specialists who can help support your business and your clients as they move through various stages of their life. At this event we will hear from Cathy Russell, Tax and Estate Planning Consultant, who will explore estate planning considerations for those in second marriages the potential issues and solutions.
Canada Life: Edinburgh seminar
At Canada Life, we have specialists who can help support your business and your clients as they move through various stages of their life. At this event we will hear from Cathy Russell, Tax and Estate Planning Consultant, who will explore estate planning considerations for those in second marriages the potential issues and solutions.
Fidelity: Financial planning for current and future generations seminar series
Register today for one of our regional seminars. Hosted by Fidelity and FundsNetwork we look at how recent legislative changes have changed the nature of advice, and created a wealth of opportunities for advisers prepared to embrace them.
BlackRock Briefings, 29 June 2016, London
BlackRock is delighted to invite you to another of its highly popular half-day BlackRock Briefings events. During the session you will hear thoughts and insights from internal and external specialists across a range of key educational topics.
Architas is pleased to invite you to its roadshow events across the country
This is where Architas experts hit the road to showcase their company and take you on a journey through the current market environment.
Engage Insight: RDR to FAMR IoD Symposium
Evolution of Retail Financial Services IoD Symposium Tuesday 3rd May 2016 - From RDR to the FAMR 35 New Broad St London EC2M 1NH
Engage Insight: Evolution of retail financial services Symposium - RDR to FAMR IoD The Hub New Broad st 3rd May 13:00-17:00
Each year we present our customer based research via thought leadership symposiums at the Institute of Directors. We focus on highly topical issues affecting the industry and customers alike. The aim is to provide data and evidence that will enable organisations to build stronger, more client-centric propositions and empower employee engagement. By attending you will receive a copy of our research paper which includes all customer research on their needs, along with case studies supplied by Symposium speakers.
Prudential: Planning matters - preserving wealth through the generations
These seminars are designed to support you with your client lifestyle planning meetings and conversations. Particularly, around bloodline and succession planning, whilst not forgetting immediate planning needs also have to be met.
Understanding Architas and World Market Review Events - your personal invite
We are delighted to invite you to join us at any of our roadshow events across the country in the coming months, commencing 12 April 2016. Architas experts hit the road to showcase Architas and take you on a journey through the current market environment.
M&G Optimal Income Fund webcast with Richard Woolnough
The world after China and oil slump: what sense do we make of economics and valuations?
Aberdeen Asset Management: 2016 UK Alpha Generator's Roadshow - Delivering performance through active management
With Aberdeen, BMO, Columbia Threadneedle, First State Investments and Neptune.
The Power of 3 Roadshow
Join and BlackRock, J.P. Morgan Asset Management and Schroders for the 2015 Power of 3 Autumn Roadshow. Running between 3rd and 13th November, gain insights from investment specialists on a range of relevant topics for your clients.
Joint Investment Forum - Save the date
The meeting point for investment insights Save the date
Connect4 Investment Forum
INVITE 16 - 27 November 2015 Join four of the leading names in the investment management business for the Connect4 Investment Forum.
M&G: Looking back: Meet the Managers, September 2015
At M&G, staying connected with our clients is fundamental to what we do. In this video M&G fund managers Richard Woolnough, Tom Dobell, Fiona Rowley and Matthew Vaight and Head of UK Retail Sales, Andrew Watson reflect on M&G Meet the Managers London, and share their thoughts on why staying connected is key.
Robo advice & Squeezed Savers Symposium
With the much-lauded changes to ISAs, the Pension rules and the rise of robo-advice, we will debate our latest research into long-term savings and pensions incentives and good customer outcomes. Robo advice & Squeezed Savers Symposium Thursday 5th November 1pm-5pm Institute of Directors 116 Pall Mall Waterloo Room