Industry news and views from Panacea and our partners.
CPD Library_
Defaqto: The benefits to advisers and their clients of using risk bound fund families (30 minutes)
In recent years, with the market volatility we have seen, there has been a shift in investors primary focus from being on return, to being on risk. This document will take a closer look at the multi-asset funds universe and, in particular, risk bound funds.
Prudential: A Taxing Bond quiz
Register for Prudentials interactive quiz and gain 1 hour structured CPD.
Aviva: Pensions v buy to let what do your clients need to know?
In our latest Financial Planning Bulletin, we look at pensions and buy to let investments and compare: tax treatment investment risks, and access rules
Brooks Macdonald Multi-asset CPD webcast - Risks and opportunities amid political uncertainty: focus on Europe
We have recorded a video webinar on the risks and opportunities amid political uncertainty which has our Head of Multi-Assets, Jonathan Webster-Smith and David Page, Senior Economist at AXA Investment Managers.
Brooks Macdonald Partnering effectively with DFMs
We are delighted to host our first videos on Akademias recently launched DFM channel. Akademia (part of Asset TV) provides videos that are accredited by the CII, CISI, PMI and The London Institute of Banking & Finance to complement structured learning CPD requirements.
Brooks Macdonald Discretionary investment management in practice
We are delighted to host our first videos on Akademias recently launched DFM channel. Akademia (part of Asset TV) provides videos that are accredited by the CII, CISI, PMI and The London Institute of Banking & Finance to complement structured learning CPD requirements.
Knowledge TV: Introduction to bonds box set
This box set has been designed to give you an introduction to bonds.
Knowledge TV: Trusts and Trustee taxation box set
Definition and classification of trusts.
Former Skandia CEO Peter Mann to host Events-Hub Retirement Special
The UK pensions system has changed radically in recent months and the thinking of everybody involved in retirement planning needs to do likewise. Opportunities and pitfalls abound for savers, advisers and product providers alike not least with regard to the thorny issue of how best to approach the decumulation process of converting pension savings into retirement income.
New for 2015 LV= offers income protection seminars for advisers
Protection specialist LV= is hosting nine income protection seminars for advisers who want to look at how they can boost their income protection sales, called Wake up to income protection.
Enterprise Investment Scheme (EIS) Industry Report 2014
The first ever industry-wide report on investments that qualify for the Enterprise Investment Scheme (EIS) has found a noticeable increase in the numbers of investors and advisers planning to include EIS in their client portfolios over the next 12 months.
To social media or not social media
In this video Andrew Scott, M&G Head of Digital Marketing, tackles the topical subject of social media.
Using video as an effective communication tool
In this video Andrew Scott, M&G Head of Digital Marketing, discusses the pros and cons of using video as a communication method for your business.
Delivering and following up a client event
In this video Rachel Dick, M&G Head of Events, takes us through a typical client seminar, explaining how to ensure your clients leave having gained a positive impression of your business.