Industry news and views from Panacea and our partners.
Partner Events_
The Joint Investment Forum
We noticed you havent registered for the Joint Investment Forum in January 2018. We will be joined by a panel of the UKs leading fund managers who will be on hand to share their investment ideas for the year ahead and to answer your questions. Click here to guarantee your placeat the Joint Investment Forum 2018, which is CII accreditted and will contributetowards your structured CPD hours for the year.
London SRI event 'Screened, Themed and Engaged 2017'
In case you missed our earlier email, this is to invite you to our 'Screened, Themed and Engaged 2017' event at the Museum of London on 19 October.
Inside ETFs Europe
Taking place in London, October 23 25, will bring together world leading experts to debate and discuss the latest challenges facing European investors.
Why Attend the T3 Enterprise Conference this Year?
Now in its 5th year, the T3 Enterprise Conference has become the leading enterprise-focused technology conference in the financial services industry. This annual gathering is specifically designed for heads of large financial advisory firms and executives from financial services firms (broker/dealers, OSJs, RIA advisor networks, trust companies, banks, etc.).
Your Invitation: The Power of 3 Roadshow
Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2017 Power of 3 Autumn Roadshow. Running from 31st October - 15th November, gain insights from investment specialists on a range of relevant topics for your clients. Each event runs for 2 hours and 15 minutes and will include an informal breakfast or lunch 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*.
Just: Adviser Forums last chance to book your place
Dont delay. Register now for our upcoming Adviser Forums this autumn. Well be looking at modern retirement advice and how to help clients choose solutions that are right for their individual and changing circumstances.
sriServices: Screened, Themed and Engaged 2017' a Good Money Week event
The aim of the event is to help attendees develop a deeper understanding of a wide range of SRI issues and options. Delegates will enjoy a combination of presentations, small group fund manager led round table sessions, a panel discussion and a chance to mingle at the drinks reception.
Save the Date - Seneca IM anniversary drinks reception - 2nd November
We would be delighted if you would save the evening of 2nd November in your calendar to join us for drinks and canapes to celebrate the third anniversary of Seneca Investment Managers.
Prudential: 5 days, 5 planning questions a webex week of opportunities
Prudential are running an event throughout the week of 18 to 22 September.
BlackRock UK Investment Conference 2017
We would be delighted if you could join us for the BlackRock Investment Conference 2017 taking place in two locations, Edinburgh and Manchester, in the autumn.
Aviva: Register now for our 2017 Protection events
As a valued Protection Adviser, Wed like to invite you to our Round Table Events, at a location near you. The agenda will include valuable sessions on the products, services and benefits available from Aviva, which have been designed to help build better businesses together.
The Utmost Technical Academies are hitting the road again
Following the successful schedule of academies earlier this year, the forthcoming series will focus on the financial planning opportunities created by trusts and tax wrapper selection.
moneyinfo Roadshow
The moneyinfo team are hitting the road in September 2017 to demonstrate how easy it is to implement your own branded client portal and apps.
Aviva: Our cover goes further than you may think
With Best Doctors®, your clients can have access to global medical experts
LifeTalk: How IFAs & Financial Advisers Can Attract High End Clients Through Seminars, Workshops & Retreats - A Proven Formula For Success
It was a great lesson for me to learn, but it took a soaking on a wet and windy February morning in London to discover just how powerful seminars can be
moneyinfo Roadshow Event Birmingham Radisson (15th June)
Transform your business, win more clients and reduce your costs with your own beautiful branded client portal and apps. Let us show you how easy it is to take your business online with your own beautiful, branded client portal and app.
The Pension Regulator: Free automatic enrolment seminars for business advisers
Join us for a free half-day seminar where our team of AE experts will take you through the essentials of AE from first principles, as well as covering areas such as re-enrolment and how automatic enrolment will affect any of your clients who have become employers for the first time.
DFM Alliance: An event dedicated to helping IFAs increase the book value of their business
The heat is on and this FREE, CPD eligible IFA event is only three weeks way. We have assembled some of the most influential speakers in the industry to bring you insights on the topics investment experts, like you, want to know about. By request we have also added a few more seats so you can invite a colleague.
DFM Alliance: Sceptical of the benefits of using a DFM? Then this event is exactly what you need
The DFM Alliance members have pooled their resources to provide an insightful day for IFAs designed to assist in the building of your business as well as identifying and addressing some of the myths that exist around the use of DFMs.
Investec Wealth & Investment - Sheffield IFA Conference
Following a year characterised by political risk and economic uncertainty, we now look forward to 2017 and invite you to attend the latest in our series of annual IFA conferences.
Join us at the Schroders Q&A - Investment Focus events in June (6 June 15 June 2017)
2017 is shaping up to be a year of real change on many fronts, with significant implications for investment markets.
FundsNetwork: Paul Kennedy's taxes every which way tour 2017
Paul Kennedy, FundsNetworks Head of Tax and Trust Planning, is on the road again with his latest series of tax and pension planning seminars.
Rathbones investment update: One way or another
Stock markets continue to take an optimistic view of the risks to future earnings, but we remain gently cautious and note that there are plenty of reasons not to be complacent.
Architas World Market Review roadshows across the UK
Continuing on from 2016, uncertainty is likely to be the key theme for 2017. Brexit negotiations and implications, further political uncertainty in Europe, what's next for the US and rising inflation are all on the agenda.
Rathbones: Financial Adviser Roadshows 2017
We will be hosting a series of regional seminars throughout May and June which will cover our 2017 investment market views through to IFA client segmentation models and client portfolio management.
Architas 'Art of multi-asset' forums Birmingham, Belfast & Harrogate
With Brexit negotiations and their implications shadowing the UK, the impact of key European election results and inflation continuing to rise, what can your clients expect from their investments this year?
Architas World Market Review roadshows 25 April 2017 13 June 2017 Across the UK - Earn 1.5 hours of CPD
Continuing on from 2016, uncertainty is likely to be the key theme for 2017. Brexit negotiations and implications, further political uncertainty in Europe, what's next for the US and rising inflation are all on the agenda.
FundsNetwork: Paul Kennedys taxes every which way tour 2017
Paul Kennedy, FundsNetworks Head of Tax and Trust Planning, is on the road again with his latest series of tax and pension planning seminars.
FundsNetwork: Paul Kennedys taxes every which way tour 2017
Paul Kennedy, FundsNetworks Head of Tax and Trust Planning, is on the road again with his latest series of tax and pension planning seminars.
IFA Life: How To Create a Compelling & Compliant Social Media Presence for your Financial Advice Firm
Time and time again Financial Advisers tell us that they want to use Social Media more effectively - yet they are failing to see the results they hope for. So we asked our network of IFAs, financial planners and advisers what their biggest pain points are with Social Media. Here's what they revealed in order.
Brooks Macdonald: Complexity and flexibility: investments, due diligence and beyond
We are pleased to announce that our Adviser Academies are returning across 11 UK locations between April and June 2017. This year we will be bringing together a range of influential speakers to dissect the complexities of the industry and discuss effective business modelling.
M&G: Learning Matters Seminars
M&G are back with their Majoring on the Macro roadshows. Returning for the second successful year, come and hear fund-free discussions on:
Prudential: March 2017 Budget webex
It's that time of year again when the Chancellor of the Exchequer Philip Hammond will deliver the first of two Budgets this year to Parliament. This first one will take place on Wednesday, 8 March.
BlackRock Natural Resources Growth & Income Fund webcast
Join Skye Macpherson, Director and Portfolio Manager within the BlackRock Natural Resources team for a live and interactive webcast on Tuesday 7th March.
Register now Architas World Market Review UK Roadshows, commencing March 2017
Architas World Market Review Roadshows | Earn 1.5 hours of CPD Continuing on from 2016, uncertainty is likely to be the key theme for 2017. With Brexit negotiations in full swing, further political uncertainty in Europe and rising inflation on the agenda. Join us at our series of roadshows where our investment professionals will present their views on how these topics may impact the major asset classes and what this might mean for your clients investment portfolios in 2017.
Brooks Macdonald 2017 Academies
Complexity and flexibility: investments, due diligence and beyond. We are pleased to announce that the Brooks Macdonald Adviser Academies are returning across 11 UK locations between April and June 2017.
Transparency Symposium Featuring "The Massive Active/Passive Debate"
If you havent already done so please be sure to secure your place soon at our next Transparency Symposium on 8th February, in London. We have a truly fabulous line-up of speakers including Richard Harrington MP, Pensions Minister.
Aviva: Sign up now for an auto-enrolment seminar near you
According to The Pensions Regulator statistics, it's estimated that over 395,000 small businesses are due to stage for auto-enrolment in 2017.
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.
You are invited to the VitalityLife Launch 2017
Time is running out to secure your place. Register now via the link below to attend one of these exclusive events: London - Wednesday 25th January Manchester - Thursday 26th January Leeds - Friday 27th January Glasgow - Monday 30th January Birmingham - Tuesday 31st January Southampton - Wednesday 1st February Newport - Thursday 2nd February Belfast - Tuesday 7th February