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Online education

View our Q1 2017 recorded webinars

View our 2015 and 2016 recorded webinars

 

Webinar

Presenter

Date

Time

Savings band – referencing offshore bonds as being a tax-efficient source of income

Paul Schrijver

Wednesday 5 April 2017

10:00am

An offshore bond can provide opportunities for your clients to make the most of the Personal Savings Allowance (PSA) as well as the starting rate for savings. Introducing how the personal saving allowance of £1,000 can also be used. All options can be done using a trust.

Join our webinar to learn about how offshore bonds provide clients with the ability to:

  • use the recently introduced PSA of £1,000 (for a basic rate taxpayer)
  • make the most of an individual’s savings rate of tax with any gains made through an offshore bond
  • encash their bonds in a very tax efficient manner by assigning to family members
  • fully benefit from of segmentation
  • introduce trust planning solutions.

Webinar

Presenter

Date

Time

Client review reporting

Daniel Woodnutt

Tuesday 11 April 2017

10:00am

Our online tools and services are designed to make your life easier. In this Webinar you will receive an overview of the various tools and reports at your disposal when reviewing a client’s account.

Carrying out a client review? Learn all about the tools that can help you to do, including:

  • how to produce transaction histories
  • how to review performance using Uscan
  • how to update your adviser fees and produce online pension projections.

Webinar

Presenter

Date

Time

Proposed tax reforms for non-doms

John Hancock

Wednesday 12 April 2017

10:00am

Want to be able to explore planning opportunities for your non-dom clients resulting from the April 2017 tax change proposals? Old Mutual International will consider potential solutions for impacted clients through use of our offshore bonds and trusts.

Join us on our webinar where we will consider:

  • a summary of the proposals
  • how an offshore bond, as a non-producing asset, can help mitigate UK tax assessment on overseas income and gains
  • how individuals who are neither UK domiciled nor deemed domiciled might use an offshore bond in association with an excluded property trust to help mitigate future IHT liability.

Webinar

Presenter

Date

Time

Wealth Interactive – Firm Administration and Homepage

Matthew Hall

Tuesday 18 April 2017

10:00am

An essential session for all Master Users of Wealth Interactive. Help ensure you are utilising the system to its maximum by understanding the best way to manage internal users within your business.

Want to understand how to get the most out of Wealth Interactive? In this session we will be looking at:

  • how to set up new users correctly
  • how to fully manage their access and the clients that they are able to view
  • understand how to view remuneration statements and customize your homepage so that it is just right for you.

Webinar

Presenter

Date

Time

WealthSelect Managed Portfolio Service: Portfolio Manager Update Q1 2017

Graham Folley and Stuart Clark

Wednesday 19 April 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:

  • 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

Wealth Select Reporting and Wealth Select Explorer tool

Matthew Jaggard

Tuesday 25 April 2017

10:00am

Outsourcing your investment decisions can be a great way of derisking your business whilst still being able to recommend an investment approach that gives you confidence. This webinar gives you an overview of how you can access our Wealth Select MPS service via our online platform.

Want to impress your clients? With our Wealth Select Model Portfolio Service you can do just that, and is supported by a leading client reporting solution. In this session, learn about:

  • how easy it is to produce quarterly MPS reports in bulk for your clients, including portfolio manager commentary and performance details
  • how to produce co-branded reports with your firms logo
  • how to access Wealth Select for new and existing clients.

Webinar

Presenter

Date

Time

Make sure your client’s pension doesn’t die with them

Jim Jarvie and Ian Browne

Wednesday 26 April 2017

10:00am

Significant changes have been made to pension death benefits in recent years meaning pensions are now central to intergenerational financial planning. Ensure you have the foresight to put the right plans in place for your clients – hindsight will help nobody!

Join us on our webinar to learn about:

  • the importance of nominations and why nominee drawdown should be the default position
  • the tax-efficiency of the family cascade
  • the risks that an adviser faces and the opportunities that exist.

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