Events
Forthcoming events
Live Webinar - Review of Investment Markets, Outlook & Q&A
Live webinar - hosted by John Wyn-Evans of Investec Wealth & Investment
In this presentation John Wyn-Evans will highlight recent performance of markets during 2021 and provide a view of future direction. Questions are invited ahead of the session.
Wayne Harding of IW&I will also provide a brief service update
Tue 13 Apr 10:30 am – 11:30 am
CPD Webinar - How Liability can arise in Tort
This webinar will explore how the law of tort applies to the insurance covers being sold and how the customers could be sued in each one of these torts,
Wed 14 Apr 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
Live Webinar - Initiating the ESG Conversation
Live webinar - hosted by Technical Director David Lane and Head of Sustainable Investing Phoebe Stone, both of LGT Vestra
Mon 19 Apr 11:00 am – 11:45 am
Live Webinar - Relevant Life Plan & Executive Income Protection
Live webinar - hosted by Robert Betts of Legal & General
The session is designed to give insight into the how Relevant Life products work, their tax position and how these could fit within an holistic advice process.
Wed 28 Apr 9:30 am – 10:15 am
CPD Workshop - Cognitive Bias, Inclusion and Diversity
A bat and ball cost £1.10. The ball costs £1 more than the bat. How much does the bat cost?
Would you like to find out more about how cognitive bias, inclusion and diversity affect us?
Wed 28 Apr 10:00 am – 1:00 pm
Tom Flatau, Team-Working International
CPD Webinar - Mindset and the Neuroscience of Leadership
Gain insight and renewed motivation to act.
This webinar will explore the factors that operate at a subconscious level and determine our performance without us even realising.
Tue 11 May 11:00 am – 12:00 pm
Tom Flatau, Team Working International
Previous events
Live Webinar - All you need to know about the Trust Registration Service
Live webinar - hosted by Anne Slater-Brooks of Triplepoint Consulting and Kevin Raferty of QB Partners
In this presentation Anne Slater-Brooks will outline the key points of the Trust Registration Service and the obligations of trustees following the implementation of the 5th Money Laundering Directive (5MLD)
through case studies and real-world examples Kevin Raferty will identify the planning and advice opportunities created by 5MLD and the Trust Registration Service.
Thu 25 Mar 1:00 pm – 2:30 pm
Webinar - Sales Process, Planning and Pipeline Management
This webinar will provide an overview of the core sales process, its importance and the key activities at each stage.
We will look at the advantages of establishing, documenting, and understanding your Ideal Client Profile (ICP), the multi-factorial approaching in creating your own ICP, the ongoing qualifications of prospects against ICP, sales plans and its core components planning for success, the pipeline management and the use of CRM.
Wed 24 Mar 11:00 am – 12:00 pm
Nick Thomas, Nick Thomas & Associates
Live Webinar - Bond top-slicing and 2021 Budget review
Live webinar - hosted by Cathy Russell of Canada Life
Identifying and providing practical examples of the differences in top-slicing methodology following recent budget changes.
Update on any changes following the 2021 Budget
Tue 23 Mar 10:30 am – 11:15 am
Live Webinar - How Transaction Charges Impact Your Client Conversation
Live webinar - hosted by Graham Findlay of BMO
In this presentation Graham Findlay outline the post MiFIDII calculation methodology required to identify the total cost of ownership of an asset structure.
Graham will work through case studies to highlight the benefits of a thorough analysis of ownership costs.
Thu 11 Mar 11:00 am – 11:45 am
Stand-Up to Domestic and Economic Abuse
The CII is marking International Women’s Day on 8th March by presenting a webinar hosted by Dame Inga Beale on the role the insurance sector can take in Standing up to Domestic and Economic Abuse.
Mon 08 Mar 12:00 pm – 1:30 pm
Webinar - Investment Pathways (FCA PS 19/21) Playback and Live Q&A
Webinar - Presented by Roddy Munro of Old Mutual Wealth
Roddy provides a presentation identifying how the introduction of FCA PS 19/21 Investment Pathways on 1st February 2021 will impact financial advisers and their clients who are at or approaching retirement age.
John Corbyn of OMW will be online during and afterwards to answer your questions about the practicalities of Investment Pathways.
Fri 05 Mar 2:00 pm – 3:00 pm