Industry news and views from Panacea and our partners.
CPD Library_
Practical Protection Podcast - Not Just the Money (50 mins CPD)
Hi everyone. Previously, I was joined by Martin Stewart from the London Money group to talk about the mortgage world and the need for protection insurance. You can catch up on the Practical Protection Podcast if you missed it.
Active management
With passive funds becoming increasingly popular due to their low-cost nature, what are the benefits of investing in active funds?
An introduction to Responsible Investing Part 2
Gain a deeper understanding of responsible investing, AXA IMs key research themes and how we integrate sustainability factors into our investment processes.
An introduction to Responsible Investing Part 1
What is responsible investing, and why is it important? Discover more about how you can approach responsible investing, and find out about ESG, active stewardship and more.
Family Investment Companies versus Discretionary Trusts for IHT planning (90 minutes)
Family Investment Companies dont trade; they invest. Accordingly Inheritance Tax (IHT) Business Property Relief' will not be available to shareholders. Nevertheless, they can be used by High Net Worth individuals for IHT planning. On this session, Graeme Robb, Senior Technical Manager explained why they can be used as part of an IHT planning strategy, and how they compare to discretionary trusts which have traditionally offered flexibility for IHT planners.
Everything you want to know about tax year end planning and werent afraid to ask
Over the second and third weeks in January we've been sending out our top ten planning tips for tax year end. These, and the general fact that it's tax year end, means we see a lot for questions related to planning at this time.
Counting down to the Consumer Duty - start getting ready now (60 minutes)
After watching this webinar, youll: Understand the key changes underpinning the Consumer Duty. Understand what the new rules and guidance will mean for protection advisers. Have an awareness of what advisers like you are saying about it - how they see their business adjusting, how prepared they currently feel and whether they have any plans in place to get themselves ready in time. Be more confident using the tools and solutions we offer to help you to start getting ready now.
IHT planning using Whole of Life plans (30 minutes)
After watching this webinar, youll: Be able to help your clients understand how they're affected by IHT. Understand how to demonstrate the value of Whole of Life plans compared with saving. Understand how Whole of Life plans can be used in the Equity Release market. Understand how Royal London can help get valuable cover in place quickly.
Bridging the gender pension gap (30 minutes)
After reading this report, you'll: Understand the background to pensions inequality in the UK Be able to explain some of the factors that can leave women at a pension savings disadvantage Have a good understanding of steps that can be taken to support women throughout their working lives with a view to saving for retirement
Maximising workplace pensions benefits (50 minutes)
In this webinar, Justin Corliss and Craig Muir, Senior Pensions Intermediary Development and Technical Managers, look at how to maximise workplace pensions benefits for scheme members, employers and advisers.
Cura: Practical Protection Podcast - S6 Ep6 High Net Worth (50 mins)
Hi everyone. The last episode was an inbetweenysode, I was joined by Stacy Penn, to talk all about the AMI Protection Viewpoint. You can catch up on the Practical Protection Podcast if you missed it.
Prudental: Les Big Fat Quiz of the Year (60 minutes)
Session: Thursday 16 December Every year our technical team answer thousands of questions from advisers and paraplanners alike.
Overcoming protection objections (20 minutes)
We asked 2,000 employed and 2,000 self employed adults about their current health and financial concerns.
Cura: Practical Protection Podcast - S6 Ep5 Trusts (50 mins)
For this episode I am joined by Roy, and Ruth Gilbert. Ruth is seen as an expert when it comes to Trusts, which is why we thought it would be so beneficial to have her with us to explain why they are so important.
Cura: Practical Protection Podcast - S6 Ep2 - Organ donation (55 mins CPD)
Hi everyone. I hope you enjoyed the previous episode? I was joined by Roy and special guest Tom Baigrie from LifeSearch. We spoke about a range of things, all to do with growing the protection market. You can catch it on the Practical Protection Podcast website if you missed it.
Cura: Practical Protection Podcast - S6 Ep 1 Growing the protection market (45 mins CPD)
Hi everyone. We had a great season 5 of the Practical Protection Podcast and covered a number of things from medical conditions to industry insights. I hope you enjoyed it? Each episode is available to listen back to on the Practical Protection Podcast website.
Challenging times: The health and financial fears of UK workers (30 minutes)
Across the UK, many people are experiencing health and financial challenges like never before. To better understand these concerns, we surveyed 2,000 employed and 2,000 self-employed adults during a period of record NHS waiting times and increased living costs. Read our new research and gain 30 minutes of CPD.
Cura: Practical Protection Podcast - S6 Inbetweenysode 2 - AMI Protection Viewpoint (30 mins)
Hello everyone. I hope you enjoyed the previous episode. I had Roy back with me and we were joined by Ruth Gilbert to talk about trusts. You can check it out on the Practical Protection Podcast website.
Earn 70 minutes of structured CPD
What is the likely progression for inflation from here? How will central banks respond? What opportunities and risks does this present? Sign up to join the next round of Invescos Investment Intelligence Seminars.
The Exeter, Turning up the volume on income protection (40 mins)
Jamie Page, Head of Strategic Partnerships at The Exeter, looks at the opportunities within the market, common barriers to selling income protection, how you can confidently handle any objections and how their income risk calculator could be the answer to bringing your conversations to life.
The Exeter: HealthWise - The Doctor will see you now!
Remote GP appointments continue to be the most frequently accessed service within The Exeters HealthWise member benefits app. They spoke to Michael La, a General Practitioner at Square Health to find out more about the common reasons why people use the service, and the support that can be provided.
Cura: Practical Protection Podcast - S5 Ep 18 - The Kids Are Alright (12 mins)
I bring you the finale of Season 5 and we have some very special guests; Grace, Theodore, Sophia, Alexander, Kaydee, Kara and Zachary.
Limiting risk: the psychological impact of continued volatility, and how to manage it (60 minutes)
In this webinar LV= are joined by behavioural finance expert Dr Greg Davies, of leading behavioural finance fintech Oxford Risk, to explore how the need for emotional comfort drives investor behaviour during their investment journey, Anxiety Adjusted Returns and investor composure, and the psychological benefits of prioritising a smoother journey over seeking maximum risk-adjusted returns.
Smoothing the journey for even more investors - expanding our Smoothed Managed Funds range (60 minutes)
In this webinar LV= explore how they are helping advisers meet this need through the expansion of their Smoothed Managed Fund range to include two new funds, Impact Growth and Extra Cautious.
Introducing our new LV= Smoothed Bond (60 minutes)
The webinar details the benefits of the Smoothed Bond and how it can help you and your clients. We were also joined by Adam Ruddle, Senior Investment Manager at LV=, who provides an in-depth market and fund performance and Strategic Asset Allocation update.
Square Mile Sustainable MPS Webinar (60 minutes)
Whilst 2022 has proved incredibly difficult for markets, there continues to be increasing opportunities within the sustainable space and incentive to stay invested through these turbulent times.
Vanguard SustainableLife: Investing for a sustainable future (2hrs 15)
Watch on-demand to hear a discussion on the evolving sustainability landscape and importantly, what this means for advisers and their clients alike.
Vanguard Active Insights Morning 2022: A focus on sustainability (2hrs 45)
Hear from the exceptional talent behind Vanguards four new active ESG funds, as they look to share their views on sustainable investing with advisers at our virtual active insights morning which took place on 12 May.
How clients value human and robo advice differently (1 hour)
Is technology a threat to advisers? Not according to Vanguards latest research, which suggests the rise of robo advice presents significant business-development opportunities for advisers. Register for this webinar and find out how advisers can align their services with investor preferences.
Sustainability and regulation (60 minutes)
Alex Funk, CIO, Schroder Investment Solutions, and Gillian Hepburn, Head of UK Intermediary Solutions, are joined by Sheila Nicoll, Head of Public Policy, to discuss what is driving the sustainability agenda. Our experts will also discuss the current status of the FCA Sustainability Disclosure Requirements consultation, particularly on product labelling and requirements around suitability.
Planning for age 75 (60 minutes)
When it comes to pensions, reaching age 75 is an important milestone and for many this is a vital time for financial advice. It is therefore important to plan for this event in advance
Pension business owner webinar (60 minutes)
In this webinar, Clare Moffat and Fiona Hanrahan highlight the rise in business owners and discuss some of the implications in terms of the need for financial planning.
My business is my pension. Really? (1 hour 33 mins)
Should your business be your pension? How do you plan for your current and future needs? And what do national insurance, dividend tax and corporation tax changes mean for advice to your Small and Medium Sized Enterprise (SME) clients.
Who and How all you need to know about the Trust Registration Service (1 hour 45 mins)
On this webinar Les Cameron, Head of Technical at M&G Wealth took us through the 4th and 5th directives, giving everything you need to know to help assist trustee clients with their responsibilities.
Talking Trusts Access v Control v IHT (1 hour 42 mins)
While the nil rate band and residence nil rate band frozen until the 5th April 2026 this doesnt mean the value of your clients assets will do the same. For those who are concerned about IHT delaying taking any action is only going to increase their IHT bill, decreasing the amount of the estate that can be passed onto family on death.
Investment Landscape (90 minutes)
With the backdrop of increasing uncertainty and a volatile market landscape, what better time to gather insight into the outlook for the global economy and the investment markets.
Planning landscape (89 minutes)
2022 sees changes to dividend taxation, National Insurance and Corporation Tax changes starting to be felt by companies and their owners. With these changes and the current economic climate Les Cameron, Head of Technical at M&G Wealth, spoke about the impact on three key areas of financial planning, namely company investments, profit extraction and intergenerational wealth planning.
How clients value human and robo advice differently (45 minutes)
Is technology a threat to advisers? Not according to Vanguards latest research, which suggests the rise of robo advice presents significant business-development opportunities for advisers. Register for this webinar and find out how advisers can align their services with investor preferences.