Online education recorded webinars | Old Mutual Wealth

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Online education recorded webinars

Webinar

Presenter

Date

Time

Protect their business, while diversifying yours

Bernadette Collins – Protection Specialist

Wednesday 27 September 2017

10:00am

How to get business protection on the agenda and into your business.

The business protection market has huge potential but how do you find those prospective clients?  Prospecting for new business clients can be quite daunting so during this session we’ll give you some ideas and tips to help you to:

  • be able to identify the business protection needs of your existing clients
  • learn how business protection can be a valuable three-way reciprocal relationship with you, accountants and solicitors
  • consider different approaches to generate new business.

You can view a recording of this webinar here.

 

Webinar

Presenter

Date

Time

Time-saving tips – the most efficient ways to use our platform

Mark Gaskell – Platform Specialist

Tuesday 26 September 2017

10:00am

Our Platform Specialist will give you a deeper understanding of the time- saving efficiencies our platform can provide. From paperless processing with our new PROMPT tool, to receiving email alerts informing you how your client applications are progressing, and much more, this session has it all.

Join us on our webinar to learn about:

    • our range of online tools and services to save you time when submitting new business and reviewing existing client accounts
    • PROMPT - our quick and simple way to send new business and servicing documentation direct to us online
    • PROMPT Direct – our fully online Bed and ISA process.

You can view a recording of this webinar here.

 

Webinar

Presenter

Date

Time

Speedier quotes and simpler apps: ISA and Collective Investment Account

Michael Jaggard – Platform Specialist

Tuesday 12 September 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.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Introducing our new Select Bond

John Hancock – Offshore Specialist and Mark Gaskell Platform Specialist

Monday 21 August 2017

10:00am

We have launched a new solution, the Select Bond, that we believe will appeal to wider audience of the offshore market, as the Select Bond has been designed to meet the needs of your clients seeking a new home for some of their savings.

The Select Bond has been designed to remove the barriers to using offshore bonds by:

  • Simple Charges – one simple, transparent and competitive charge
    • No initial charges
    • No dealing charges
    • No quarterly admin fee
  • Reduced Premiums – reduced single premium and top-up minimum criteria
  • Online application – online application with leading portfolio management capabilit

You can view a recording of this webinar here.

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

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

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

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

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

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

CRA applications and illustrations - take control of ultimate pension flexibility

Michael Jaggard - Platform Consultant

Tuesday 20 June 2017

10:00am

The Collective Retirement Account (CRA) has nine different ways of taking income, making it one of the most flexible pensions in the market.

Join us on our webinar to learn about:

  • how to produce CRA illustrations, including immediate TFC and phased drawdown, and quote for our market-leading tax-efficient regular income options
  • how to submit CRA new business and top-up applications
  • how to produce the required documentation for each application type.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Find out how fast our Protect, Quote and Apply is

Dan Woodnutt – Platform Support Consultant

Tuesday 23 May 2017

10:00am

Protect Quote and Apply is a new and convenient way of applying for protection online. The time-saving it offers can increase your productivity and efficiency and lead to higher conversion rates.

Join us on our webinar to learn about:

  • moving straight through the quote and submission process
  • how interactive underwriting can give you an instant decision enabling you to set the policy live straight away
  • how easy it is to keep up to date with your applications using your personal dashboard and automated email updates.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

WealthSelect Reporting and WealthSelect Explorer tool

Dan Woodnutt – Platform Support Consultant

Tuesday 6 June 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 WealthSelect MPS service via our online platform.

Want to impress your clients? With our WealthSelect 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 WealthSelect for new and existing clients.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Find out about the Enhanced Loan Trust

John Hancock

Wednesday 10 May 2017

10:00am

Explore how Old Mutual International’s loan trust, including the option of our in-house corporate trustee, can assist the varying IHT and generation planning needs of your higher net worth clients.

Join us on our webinar to learn about:

  • a discretionary loan trust can accept any investment amount with any immediate charge to inheritance tax
  • Old Mutual International’s loan trust can enable clients to turn some of their original loan into a gift without taking money away from the existing trust, therefore avoiding a chargeable event for income tax purposes
  • the trustees’ liability to repay the loan can be limited only to the value of the investment if it falls below the outstanding loan amount
  • clients can benefit by using a professional trustee.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Get the most out of Uscan

Dan Woodnutt – Platform Support Consultant

Tuesday 16 May 2017

10:00am

With approximately 40,000 Uscan reports run by advisers every month, it remains one of the adviser community's preferred tools for portfolio analysis and client reporting.

Want to understand how to get the most out of using Uscan? This webinar will show you:

  • The benefits of using Uscan.
  • Understand the different types of reports that can be produced and how to produce them.
  • How to personalise your Uscan reports with your own company logo/brand.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Wealth Select Reporting and Wealth Select Explorer tool

Michael 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.

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

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.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Smarter switching for your clients’ portfolios

Michael Jaggard

Tuesday 28 March 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.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

The holy grail: less tax, more pension income!

Ian Browne and Jim Jarvie

Wednesday 29 March 2017

10:00am

A key area where advisers can demonstrate value to their clients is putting arrangements in place to ensure they pay less tax. This session will help you understand the different ways of withdrawing money from a pension, how these can be combined together and how they can complement the overall retirement plan in the most tax-efficient way.

Join us on our webinar to learn about:

  • how flexible the withdrawal options within a pension are
  • how much can be withdrawn without paying any tax
  • how pensions can be used alongside other savings and investments to make tax-free retirement income even bigger!

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Slick offshore servicing – Wealth Interactive documents and reports

Matthew Hall

Tuesday 21 March 2017

10:00am

Wealth Interactive is our offshore wealth management platform. With simple-to-use illustrations and an-easy-to-access literature library, you have all the documentation you need at your fingertips when preparing a client recommendaton.

Join us on our webinar to learn about:

  • how to produce an illustration on Wealth Interactive
  • how to obtain the correct forms and documents from our new literature library
  • the additional support that’s waiting for you.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Conquering the trust market – which trusts to use and why

John Hancock

Wednesday 22 March 2017

10:00am

our wealthy clients will be keen to ensure their loved ones benefit from as much of their wealth as possible. But they’ll also need to keep as much personal access to their wealth as necessary for their own peace of mind. The careful use of trust solutions at the right time will help ensure these objectives can be met in a controlled, affordable, and tax-efficient manner. It’s a market that presents you, the adviser, with many potential planning opportunities.

Join us on our webinar to learn about:

  • why use trusts and when?
  • which investment wrapper?
  • core single premium IHT/generation planning solutions
  • client profiles and technical considerations
  • advantages of independent trustees and the use of protectors.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Take control of ULTIMATE pension flexibility

Daniel Woodnutt

Tuesday 14 March 2017

10:00am

The Collective Retirement Account (CRA) has nine different ways of taking income, making it one of the most flexible pensions in the market.

Join us on our webinar to learn about:

  • how to produce CRA illustrations, including immediate TFC and phased drawdown, and quote for our market-leading tax-efficient regular income options
  • how to submit CRA new business and top-up applications
  • how to produce the required documentation for each application type.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Demonstrating the value of trusts to your clients

Tracy Crookes

Wednesday 15 March 2017

10:00am

Trusts are one of the most valuable ways of ensuring your client’s protection is tax efficient and that the proceeds will be in the right hands when they’re really needed. They are often seen as complicated, but they don’t have to be. In this webinar we’ll give you a straightforward guide to trusts and how they benefit your clients.

Join us on our webinar to learn about:

  • what a trust is and when you would use one
  • how trusts benefit your clients
  • the different types of trust available.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

New business – speedier and simpler

Michael Jaggard

Tuesday 7 March 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.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Great ways to maximise business at TYE

Michael Jaggard

Tuesday 28 February 2017

10:00am

Tax year end can be a busy time of year. To maximise the opportunities available to you and your clients during this period we have a range of tools and initiatives that can help.

Join us on our webinar to learn about:

  • our ISA special offer
  • how to produce ISA allowance and CGT reports
  • PROMPT Direct – our fully online Bed and ISA process.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

New opportunities arising from changes to the NRB

Bernadette Collins

Wednesday 1 March 2017

10:00am

The main residence nil rate band (NRB) takes effect from April this year. In this webinar we will explain what it is and the opportunities it gives you with both new and existing clients.

Join us on our webinar to learn about:

  • what the main residence nil rate band is
  • how it could affect your clients
  • what advice opportunities it gives you with new and existing clients.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Slick offshore servicing – Wealth Interactive introduction

Matthew Hall

Tuesday 21 February 2017

10:00am

Wealth Interactive is our offshore wealth management platform. Its range of easy-to-use client servicing features allows you to manage your clients investments’ efficiently, saving you time and money.

Join us on our webinar to learn about:

  • how to access key pieces of policy information, including valuations and transaction histories
  • the system features that allow you to manage clients’ investments
  • how to carry out bulk reporting.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

MPS: expert investment management at no extra cost

Graham Folley

Wednesday 22 February 2017

10:00am

Our WealthSelect Managed Portfolio Service provides a convenient and complete investment solution that allows you to outsource the asset allocation, manager selection and day-to-day running of your clients’ portfolios, at no additional cost. So you can spend more time on your clients’ financial planning requirements, safe in the knowledge their investments are being actively managed by our team of experts.

Join us on our webinar to learn about:

  • an overview of the Managed Portfolio Service
  • the benefits to your clients
  • the benefits to you.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

Applying for Protect online (why advisers give it the thumbs up)

Daniel Woodnutt

Tuesday 14 February 2017

10:00am

Protect Quote and Apply is a new and convenient way of applying for protect online. The time-saving it offers can increase your productivity and efficiency and lead to higher conversion rates.

Join us on our webinar to learn about:

  • moving straight through the quote and submission process
  • how interactive underwriting can give you an instant decision enabling you to set the policy live straight away
  • how easy it is to keep up to date with your applications using your personal dashboard and automated email updates.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

The Lifetime Allowance – what is the Government up to?

Jim Jarvie and Ian Browne

Wednesday 15 February 2017

10:00am

An increasing number of pension clients are now having their retirement plans affected by Lifetime Allowance tax issues. Good advice can make a substantial difference to their outcomes and how much tax they pay.

Join us on our webinar to learn about:

  • what the Government is up to and why fixed and individual protection 2016 is so important
  • making sure the second Lifetime Allowance test at age 75 in drawdown is not forgottens
  • the best ways to manage your clients’ situations and mitigate their tax bills.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

CGT calculations, now less taxing!

Michael Jaggard

Tuesday 7 February 2017

10:00am

Our CGT Tool is fully integrated into the Old Mutual Wealth Platform and can help significantly as part of your clients 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.

You can view a recording of this webinar here.

Webinar

Presenter

Date

Time

TYE pension funding – what you NEED to know

Jim Jarvie and Tom Hawkins

Wednesday 8 February 2017

10:00am

Pensions offer your clients great tax advantages but if they don’t use the allowances currently available, they are going to lose them. Do not delay, tax year end is just weeks away!

Join us on our webinar to learn about:

  • how tax efficient pension savings are
  • the importance of the tapered Annual Allowance for wealthy clients and the default strategy
  • how to make the most of carry forward relief.

You can view a recording of this webinar here.

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