Industry news and views from Panacea and our partners.
CPD Library_
Crypto Assets and tax implication - how to talk to your clients about Crypto (44 minutes unstructured)
This webinar includes the tax implications of activities in cryptoassets for UK Individuals, succession planning with cryptoassets and how to have a meaningful discussion with clients on crypto.
Dispelling the myths of crypto investments (47 minutes unstructured)
This webinar cover black market myths, what the compelling arguments are both for and against crypto currency and why clients are attracted to crypto over traditional investments.
Cryptocurrency & blockchain 101 (30 minutes unstructured)
- What is crypto currency? - Crypto 101 - Dispelling myths - What the future looks like
The Great Wealth Transfer: Advisers vs Aviva Investors (45 minutes)
Did you know that 1 in 5 people aged 65+ in the UK are millionaires? The baby boomer generation are the wealthiest generation in history and their transfer of wealth to the NextGen will need to be carefully managed by folks like you and us in financial services.
Previewing the review for clients in SIPP drawdown (85 minutes)
On this seminar weve teamed up with Brewin Dolphin and XPS Self Invested Pensions, and looked at what advisers should be considering when conducting client income drawdown reviews...
Understanding the Investment Paradox (150 minutes)
Listen to our Investment Paradox seminar to hear our asset allocation outlook for 2021 and our views on the key themes across Fixed Income, Equities and Property to try to identify where the likely investment winners and losers will be going forward.
The Future of Pensions Advice: Part 3 Tax Relief, Annual Allowance and a pair of pension tax tools (87 minutes)
Pension planning is nothing without knowing the tax implications of the advice, which can involve a lot of complex calculations.
The Future of Pensions Advice: Part 2 Drawdown have we learned the lessons? (86 minutes)
The FCAs finalised guidance on DB transfers has a direct impact on retirement advice and centralised retirement propositions. In this seminar Andrew Nash, Pensions Business Development Manager at Prudential, discussed that impact and how to ensure best practice is applied in income drawdown situations.
The Future of Pensions Advice: Part 1 Definitive breakdown of the final Defined Benefit rules (93 minutes)
In this seminar, Mark Devlin, our Senior Technical Manager for Pensions, talked about the final piece of the Defined Benefit (DB) advice jigsaw the Finalised Guidance paper FG21/3 and how M&G are responding to this guidance after its release on 31 March.
Understanding trusts and trustee investment duties (60 minutes)
With more and more people using trusts for lifetime gifting or creating a trust in their will, advising trustees is a key area of financial planning. There may be some similarities with advising individuals but giving advice to trustees is a very different animal.
Protecting a legacy the opportunities available (45 minutes)
In this webinar, our Protection Specialist, Adrian Bates, takes a closer look at the opportunities available to you in the Inheritance Tax Planning (IHT) space and how you can engage with your clients on the benefits of using regular premium life plans.
Lifetime allowance - take it to the limit and beyond (40 minutes)
In this webinar Craig Muir, Senior Development and Technical Manager, explains why the LTA was introduced, how the level has changed over the years and the impact of the 2021 Budget and what this change will mean. He'll also explore what the most encountered BCEs are and the options for paying the LTA tax charge when its due. Youll also hear more about different LTA protection options and the role these can still play in the advice process.
ESG Module 6: We need to talk about net zero (49 minutes)
Conversations about net zero are increasing at an exponential rate. But what does a credible pledge look like and what does it actually mean for the investment advice process?
Sustainable investing: delivering positive impact and a more sustainable world (35 minutes)
Why should investors consider ESG strategies? In the first of our Sustainable Investing Academy events, Abbie Llewellyn-Waters explains that doing good for the planet and for people need not be at the cost of profit.
Understanding the fundamentals of active management (60 minutes)
With passive funds becoming increasingly popular due to their low-cost nature, what are the benefits of investing in active funds?
Future-proof your retirement proposition - The Retirement Account (45 minutes)
Jeremy Martin discusses the Canada Life Retirement Account and the possible suitability for differing approaches to retirement.
Pensions for estate planning (45 minutes)
Understand the IHT benefits available when combining retirement and estate planning
Pensions Policy: What is happening? (40 minutes)
Andrew Tully discusses the changes arising from the Pension Schemes Act 2021 and the main areas of FCA focus.
The Pensions Lifetime Allowance (45 minutes)
The options advisers have when helping clients who may be faced with a lifetime allowance tax charge.
Understanding pension benefit crystallisation events (50 minutes)
Understand the benefit crystallisation events, the lifetime allowance and potential tax charges.
Defined Contribution: Pension Funding Allowances (30 minutes)
How DC pension allowances work specifically Annual Allowance, Carry Forward, Tapered Annual Allowance, Money Purchase Annual Allowance.
Inheritance Tax and the order of gifting (40 minutes)
What is included in an estate for IHT, the various exemptions that can be used and how it is calculated.
Allianz Global Investors: A bond fund that behaves like a bond fund webcast (60 minutes)
On 21 June 2016 we launched the Allianz Strategic Bond Fund (UK OEIC), with the aim to provide a genuine one-stop shop for investors fixed income allocation and to serve the traditional role of fixed income to act as a portfolio diversifier, either in a multi-asset portfolio or in a credit-heavy fixed income portfolio.
Prudentials Previewing the review for clients in SIPP Drawdown seminar (60 minutes)
Prudentials Previewing the review for clients in Self Investment Personal Pension Drawdown seminar is now open for booking Wednesday 9 June from 9.30am to 10.30am, follow by 30 minute Q&A.
Practical Protection Podcast - Group Insurance (40 minutes)
In the UK, over 13 million employees are covered by group insurance policies and have access to generous added extras e.g. remote GP appointments, not only helping the employee but also supporting the employer by addressing both absenteeism and presenteeism.
Managing better outcomes by managing your ISAs (60 minutes)
On this webinar Les Cameron and Vince Smith-Hughes took a look over how the ISA market has developed and grown since their introduction in 1999.
State of the Nation (72 minutes)
As we move into 2021, our presenters took stock of the current state of the financial planning nation and pondered where we are and where are we going.
Return of the consumer (51 minutes)
On this session, Cat McInally and Kirsty Anderson, Business Development Managers covered off the main investment themes for 2021.
Trust in the Future (45 minutes)
In this session Graeme Robb, one of our Senior Technical Managers explored the Trust Registration Service and considered how its been shaped by not one, but two Money Laundering Directives.
Exceptional planning in extraordinary times (44 minutes)
Colins Simmons, Business Development Manager, looked at ways to future proof your business as we make the transition towards a post Covid future.
Later Life Planning (52 minutes)
In this session we had an in depth look at some planning points we need to be aware of when dealing with later life planning, such as the role and responsibilities of attorneys, gifting and the treatment of different types of assets for financial assessment.
Review of 2020, outlook for rest of 2021 (71 minutes)
Paul Fidell, Senior Business Development Manager looked at the recent performance and Expected Growth Rates (EGRs) on the PruFund range from Prudential and also the 2021 Bonus Declaration.
Environmental, Social and Governance (ESG) and M&G (48 minutes)
Cat McInally, Business Development Manager and Mark Riggall, Head of Client Portfolio Management discussed the phenomena of ESG and how its set to change the face of investment advice in the UK.
Helping your clients navigate through the long-term care journey (40 minutes unstructured)