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Online education

View our Q1 2017 recorded webinars

View our 2015 and 2016 recorded webinars

 

Webinar

Presenter

Date

Time

Retirement Income Explorer tool

Mark Gaskell - Platform Consultant

Tuesday 27 June 2017

10:00am

The Retirement Income Explorer tool provides the answers to the questions you need to know, enabling you to detail your clients' current and future income needs, assets, expenditure, and expectations. Using a sophisticated stochastic modeller, you can bring to life a range of probable outcomes based on realistic forecasts.

Join us on our webinar to learn about:

  • how to model your clients’ retirement income needs
  • using the ‘What if’ tool to model different scenarios for your client’s retirement
  • how to produce comprehensive and personalised reports.

Webinar

Presenter

Date

Time

Understanding DB schemes: tax-free cash

Ian Browne and Jim Jarvie

Wednesday 28 June 2017

10:00am

It is important to adopt a ‘compare-and-contrast’ process with final salary and money purchase pensions when considering a transfer. This webinar looks at how tax free cash is calculated and its importance in delivering a good customer outcome. In this session you will learn about:

  • calculating tax free cash in both schemes
  • calculating what’s left after tax free cash is paid
  • advising on the most appropriate option.

If you are interested in this webinar you may like to take a look at our other webinars:

  • Understanding DB schemes and transfers: revaluation and escalation
  • Understanding DB schemes and transfers: critical yields and investment outcomes

Webinar

Presenter

Date

Time

ISA and Collective Investment Account applications and illustrations

Daniel Woodnutt

Tuesday 4 July 2017

10:00am

We pride ourselves on having a platform that is simple and easy to use. Our ISA and CIA application processes allow you to submit client applications in a matter of minutes, helping to put time back into your business.

Join us on our webinar to learn about:

  • how to produce ISA and CIA illustrations
  • how to submit ISA ‘straddling’ applications, covering two tax years
  • PROMPT Direct – our fully online Bed and ISA process.

Webinar

Presenter

Date

Time

Peace of mind is more than just a policy

Bernadette Collins

Wednesday 5 July 2017

10:00am

The quality of the cover provided by a critical illness policy is traditionally the most important factor when choosing a provider, but should the quality of the claims experience be just as important? We believe it is.

In this presentation/webinar we’ll help you to:

  • understand why a key element of good protection cover is the claims experience
  • dispel the myth clients may have that providers won’t pay out
  • easily research provider claim information.

Webinar

Presenter

Date

Time

Capital Gains reporting tool - CGT calculations, now less taxing!

Daniel Woodnutt

Tuesday 11 July 2017

10:00am

Want to breeze through capital gains tax (CGT) calculations for your clients? Our CGT tool, which is fully integrated into our platform, can help significantly with your tax planning process.

Join us on our webinar to learn about:

  • how to run CGT reports and create notional disposals
  • how to use the ‘What if’ function to model hypothetical scenarios
  • numerous other ways the tool can help make tax planning quicker and easier.

Webinar

Presenter

Date

Time

Understanding DB schemes: revaluation and escalation

Ian Browne and Jim Jarvie

Wednesday 12 July 2017

10:00am

It is important to adopt a ‘compare-and-contrast’ process with final salary and money purchase pensions when considering a transfer. This webinar looks at how inflation risk is managed in the different schemes and its importance in delivering a good customer outcome. In this session you will learn about:

  • why inflation risk is an important consideration
  • how revaluation and escalation works in a DB scheme
  • advising on the most appropriate option.

If you are interested in this webinar you may like to take a look at our other webinars:

  • Understanding DB schemes and transfers: tax free cash
  • Understanding DB schemes and transfers: critical yields and investment outcomes

Webinar

Presenter

Date

Time

Building portfolios and researching funds

Michael Jaggard

Tuesday 18 July 2017

10:00am

Our Platform consultants will present an overview of how to build portfolios and research funds all within our platform.

Join us on our webinar to learn about:

  • the streamlined process of creating portfolios using our risk profile questionnaires and strategic asset allocations
  • researching funds for building portfolios 
  • linking and switching clients in bulk into model portfolios.

Webinar

Presenter

Date

Time

WealthSelect Managed Portfolio Service: Portfolio Manager Update Q2 2017

Graham Folley and Stuart Clark

Wednesday 19 July 2017

10:00am

Graham Folley, Investment Specialist at Old Mutual Wealth, will be joined by the portfolio manager Stuart Clark to give an update on the portfolios and discuss:

Join us on our webinar to learn about:

  • the current macro-economic outlook and the factors driving current positioning
  • how the portfolios have been positioned and how they have performed
  • how the portfolios are positioned going forward.

Webinar

Presenter

Date

Time

Platform fund switching - smarter switching for your clients

Mark Gaskell

Tuesday 25 July 2017

10:00am

Want slicker switching? All fund switches on our platform are prefunded, reducing the risk of your client being out of the market. And our bulk switching functionality allows you to carry out a switch across all your portfolios in just a few clicks.

Join us on our webinar to learn about:

  • the value of prefunding
  • how to carry out different types of fund switches
  • how to carry out bulk switches and portfolio rebalancing.

Webinar

Presenter

Date

Time

Understanding DB schemes and transfers: 3. Critical yields & cash flow modelling

Ian Browne and Jim Jarvie

Thursday 3 August 2017

10:00am

It is important to adopt a ‘compare-and-contrast’ process with final salary and money purchase pensions when considering a transfer. This webinar looks at critical yields, cash flow modelling and their importance in delivering a good customer outcome. In this session you will learn about:

  • how to use a critical yield as part of a DB to DC transfer assessment
  • how to use cash flow modelling as part of the transfer assessment
  • advising on the most appropriate option.

If you are interested in this webinar you may like to take a look at our other webinars:

  • Understanding DB schemes and transfers: tax free cash
  • Understanding DB schemes and transfers: revaluation and escalation

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