Online Education – recorded webinars

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Online education – 2015 and 2016 recorded webinars

Webinar

Presenter

Dates

Time

Protect Quote and Apply – Our new Protect application and automated underwriting online service

Michael Jaggard

Tuesday 20 December 2016

11:00am

Our E-Business Specialists will present an overview of our new online Protect Quote Apply online service. The session will focus on:

  • The streamlined and straight through process of quoting for and submitting Protection business online
  • Our interactive online underwriting process allowing you to receive an instant underwriting decision and set the policy live straight away
  • How to easily track your Protect pipeline business and track applications using our automated email updates

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Single Premium IHT and Generation Planning Solutions for all

John Hancock

Monday 19 December 2016

10:30am

Your wealthy clients will be keen to ensure their loved ones benefit from as much of their wealth as possible but they will also need to maintain 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, and it’s a market that presents you, the adviser, with many potential planning opportunities.

We are delighted to invite you along to an interactive webinar which will be hosted by John Hancock, International Specialist. The  session will run for approximately 45 minutes including Q&A.

This technical and topical session will cover the following areas:

  • 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

Dates

Time

Protect Quote and Apply – Our new Protect application and automated underwriting online service

Michael Jaggard

Tuesday 13 December 2016

11:00am

Our E-Business Specialists will present an overview of our new online Protect Quote Apply online service. The session will focus on:

  • The streamlined and straight through process of quoting for and submitting Protection business online
  • Our interactive online underwriting process allowing you to receive an instant underwriting decision and set the policy live straight away
  • How to easily track your Protect pipeline business and track applications using our automated email updates

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Managing Lifetime Allowance issues in registered schemes

Jim Jarvie

Thursday 8 December 2016

10:00am

A large number of member’s in registered schemes are now having their retirement plans affected by Lifetime Allowance issues when they consider drawing their benefits. Good advice can make a substantial difference to their outcomes. Join us and listen to an informed discussion on this subject on Thursday 8 December 2016 at 10:00am. During this 30 minute discussion we will cover;

  • The bizarre history of the first 10 years of its existence.
  • Defined benefit crystallising events and how to minimise the tax bill
  • Money purchase crystallising events and how to avoid unnecessary payments
  • The Seven historic opportunities to protect your own
  • The three remaining protections some clients still have
  • How to avoid losing your protection

What the future holds for the Lifetime Allowance. Where to from here?

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Protect Quote and Apply – Our new Protect application and automated underwriting online service

Daniel Woodnutt

Tuesday 6 December 2016

11:00am

Our E-Business Specialists will present an overview of our new online Protect Quote Apply online service. The session will focus on:

  • The streamlined and straight through process of quoting for and submitting Protection business online
  • Our interactive online underwriting process allowing you to receive an instant underwriting decision and set the policy live straight away
  • How to easily track your Protect pipeline business and track applications using our automated email updates

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Holistic tax planning for retirement benefits

Jim Jarvie

Wednesday 30 November 2016

10:00am

Effective income and capital tax planning can greatly extend the shelf life of a client’s retirement savings, making it a really important area for advice. However a balance often has to be struck between the possible and the practical. Join us and listen in to an informed discussion on this subject on Wednesday 30 November 2016 at 10:00am. During this 30 minute discussion we will cover:

  • The benefits from equalising retirement capital for married couples and civil partners
  • Withdrawal options from our Collective retirement account
  • Platform solutions and how they can help
  • Practical issues surrounding monthly crystallising events
  • Small pots and the difference they can make
  • Maximising the use of clients personal and CGT allowances.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

UScan – fund analysis tool

Michael Jaggard

Tuesday 29 November 2016

11:00am

Our E-Business Specialists will present an overview of our UScan – fund analysis tool. We'll be demonstrating how to produce comprehensive personalised fund performance analysis reports for individual accounts and model portfolios, as well as the various functionalities that the tool has to offer.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Offshore Bonds – Versatility for the Financial Planning Journey

John Hancock

Monday 28 November 2016

10:00am

Wrapper choice is at the heart of financial planning and there are many different factors that contribute to selecting the appropriate tax and investment framework for your clients’ varying needs and aspirations.

In this 30-minute webinar, we will focus on the offshore bond as a financial planning solution, why this versatile wrapper could be a key ingredient in the tax and trust planning journey and how its breadth of investment choice can include the option to access direct equities in a UK tax-efficient manner.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

WealthSelect Managed Portfolio Service reporting online

Michael Jaggard

Tuesday 22 November 2016

11:00am

In this session we will provide an overview on how you produce quarterly reports for any clients invested in the Managed Portfolio Service during the quarterly reporting window. The webinar will show you how you can produce the reports in bulk for your clients and customise the reports with your company logo. The session will also cover how you can move your existing clients and submit new business into the WealthSelect investment range.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Capital gains reporting tool

Michael Jaggard

Tuesday 15 November 2016

11:00am

In this session our E-Business Specialists will present an overview of our capital gains reporting tool on the Old Mutual Wealth platform. We’ll show you how to produce various reports via the tool such as a capital gains tax report for the current and previous tax year. To conclude the session we’ll look at the what if tool, and the optimiser function within the what if tool, which allows you to look at both hypothetical situations to model potential gains/losses and set objectives to calculate the most efficient way of taking funds from an account.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Building portfolios and researching funds

Michael Jaggard

Tuesday 8 November 2016

11:00am

Our E-Business Specialists will present an overview on how to build portfolios and research funds on the Old Mutual Wealth platform. The session will focus on the streamlined process of creating model portfolios using our risk profile questionnaires and strategic asset allocations, researching funds for those portfolios and linking and switching clients into those model portfolios. To conclude the session we’ll look at the risk discussion tool and app that can be used as part of your advice process.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

ISA and Collective Investment Account applications and illustrations

Daniel Woodnutt

Tuesday 1 November 2016

11:00am

Our E-Business Specialists will present an overview of the online illustration and application process for ISAs and Collective Investment Accounts on the Old Mutual Wealth platform. The session will focus on the streamlined process of submitting new investment and top-up ISA and Collective Investment Account applications, how to produce illustrations for your clients and we'll also demonstrate how to produce the required application documentation online.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Defined benefit scheme transfers – the ultimate hot potato!

Jim Jarvie – Pensions Specialist

Wednesday 26 October 2016

11:00am

The ‘Freedom and Choice’ legislation introduced in April 2015 plus significant increases in many defined benefit transfer values have contributed to a greater need for client advice.

Many deferred members are actively looking for advisers willing to help. The value of a member’s scheme benefits is often a significant proportion of their retirement wealth.

Old Mutual Wealth has been involved in providing TVAS reports for over 20 years. We have seen the demand for these quadruple.

The FCA’s final regulation concerning such transfers has yet to be finalised. Consultation paper 15/30 set out some of the issues and the following policy statement PS 16/12 contains further information which helps to determine the regulators direction of travel.

Our 25 minute webinar is focused on where we are today and where we might be going in relation to compliant advice. We will cover;

    • Policy Statement 16/12 and what it tells us
    • the pension regulator's role and responsibilities in relation to the transferring scheme
    • our view on what needs to be done to create a compliant transfer now
    • timing the transfer.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Collective Retirement Account applications and illustrations

Michael Jaggard

Tuesday 25 October 2016

11:00am

Our E-Business Specialists will present an overview of the online illustration and application process for a Collective Retirement Account. The session will focus on how to produce immediate tax free cash, tax-efficient regular income and phased drawdown illustrations. We will also demonstrate how to submit applications and produce the required documentation online.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Platform fund switching

Michael Jaggard

Tuesday 18 October 2016

11:00am

On the Old Mutual Wealth platform, fund switching and redirection instructions can be submitted in numerous ways and during this session our E-Business Specialists will demonstrate how to do each of these online. The session will focus on fund switching and redirection instructions on individual accounts and the efficient process of submitting instructions for multiple client’s in one instruction. In this webinar we’ll also look at how to switch multiple clients out of a single fund and how to link and switch accounts using model portfolios.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

WealthSelect Portfolio Manager update

Graham Folley, Abbas Oqainati and Stuart Clark

Monday 17 October 2016

10:00am

The webinar will be hosted by Graham Folley, Investment Specialist at Old Mutual Wealth. Graham will be joined by Stuart Clark, the portfolio manager of the WealthSelect Managed Portfolios, and Abbas Owainati, an economist at Old Mutual Global Investors. The session will look at the current macro-economic outlook and the factors driving current positioning, how the portfolios have been positioned and how they have performed, and how the portfolios are positioned going forward.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

UScan – fund analysis tool

Michael Jaggard

Tuesday 11 October 2016

11:00am

Our E-Business Specialists will present an overview of UScan our fund analysis tool. They'll demonstrate how to produce comprehensive personalised fund performance analysis reports for individual accounts and model portfolios, as well as the various functionalities that the tool has to offer.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Q3 2016 multi-asset webcast (Cirilium)

Paul Craig – Portfolio manager for Cirilium

Wednesday 5 October 2016

11:00am

Our E-Business Specialists will provide an overview of the various tools and reports at your disposal online when reviewing a client’s account. In this session we’ll show you how you can produce valuation statements and transaction history reports as well as reviewing the accounts performance using our fund analysis tool UScan. A demonstration on how you can update an accounts fee structure and produce pension projections will also be provided.

 

Webinar

Presenter

Dates

Time

Client and account reporting

Daniel Woodnutt

Tuesday 4 October 2016

11:00am

Our E-Business Specialists will provide an overview of the various tools and reports at your disposal online when reviewing a client’s account. In this session we’ll show you how you can produce valuation statements and transaction history reports as well as reviewing the account's performance using our fund analysis tool UScan. A demonstration on how you can update an account's fee structure and produce pension projections will also be provided.

 

Webinar

Presenter

Dates

Time

Capital Gains Reporting tool

Michael Jaggard

Tuesday 27 September 2016

11:00am

In this session our E-Business Specialists will present an overview of our Capital Gains Reporting tool. We’ll show you how to produce various reports via the tool such as a capital gains tax report for the current and previous tax year. To conclude the session we’ll look at the What If tool, and the optimiser function within the What If tool, which allows you to look at both hypothetical situations to model potential gains/losses and set objectives to calculate the most efficient way of taking funds from an account.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Business protection

Paul Roberts, Head of Protection

Thursday 22 September 2016

10:00am

Old Mutual Wealth Protection Specialist, Paul Roberts, will present our new continuity and succession master class webinar designed specifically with you and your client’s businesses in mind.

During our master class we’ll be exploring the key areas such as a ‘business will’, business intestacy and property relief as well as establishing the correct level of cover and the key principles of underwriting business protection.

 

Webinar

Presenter

Dates

Time

Building portfolios and researching funds

Michael Jaggard

Tuesday 20 September 2016

11:00am

Our E-Business Specialists will present an overview on how to build portfolios and research funds. The session will focus on the streamlined process of creating model portfolios using our risk profile questionnaires and strategic asset allocations, researching funds for those portfolios and linking and switching clients into those model portfolios. To conclude the session we’ll look at the Risk Discussion tool and app that can be used as part of your advice process.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

U-Scan – fund analysis tool

Michael Jaggard

Tuesday 13 September 2016

11:00am

Our E-Business Specialists will present an overview of our U-Scan – fund analysis tool. Demonstrating how to produce comprehensive personalised fund performance analysis reports for individual accounts and model portfolios, as well as the various functionalities that the tool has to offer.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

ISA and Collective Investment Account applications and illustrations

Daniel Woodnutt

Tuesday 6 September 2016

11:00am

Our E-Business Specialists will present an overview of the online illustration and application process for ISAs and Collective Investment Accounts. The session will focus on the streamlined process of submitting new investment and top-up ISA and Collective Investment Account applications, how to produce illustrations for your clients and demonstrate how to produce the required application documentation online.

 

Webinar

Presenter

Dates

Time

Protection for Life

Paul Roberts, Head of Protection

Wednesday 17 August 2016

10:00am

Do any of us know the exact date when one of your clients will need to claim from their protection plan?

None of us do – so why do we almost always sell fixed term products to protect against an unknown date? The key client outcome of this approach is that a large percentage of the protection products we sell today will end before your clients need them most!

The good news is that there are now alternatives available to you and your clients today.

The Old Mutual Wealth range of protection products gives you the ability to offer your clients guaranteed insurability for life.

 

Webinar

Presenter

Dates

Time

Platform fund switching

Michael Jaggard

Tuesday 16 August 2016

11:00am

On the Old Mutual Wealth platform, fund switching and redirection instructions can be submitted in numerous ways and during this session our E-Business Specialists will demonstrate how to do each of these online. They will focus on how fund switching and redirection instructions on individual accounts can be performed and explain the efficient process of submitting instructions for multiple client’s in one instruction. This webinar will also look at how to switch multiple clients out of a single fund and how to link and switch accounts using model portfolios.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Collective Retirement Account applications and illustrations

Michael Jaggard

Tuesday 9 August 2016

11:00am

In this session, our E-Business Specialists will present an overview of the online illustration and application process for a Collective Retirement Account. They will focus on how to produce immediate tax free cash, tax-efficient regular income and phased drawdown illustrations. They will also demonstrate how to submit applications and produce the required documentation online.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Post-EU Referendum – WealthSelect Managed Portfolio Service

Graham Folley, Stuart Clarke and Abbas Owainati

Tuesday 12 July 2016

11:00am

Graham Folley, Investment Specialist, Old Mutual Wealth, Stuart Clarke, Portfolio Manager, Old Mutual Global Investors, and Abbas Owainati, Economist, Old Mutual Global Investors will discuss: how the WealthSelect MPS portfolios were positioned leading up to the EU referendum; recent changes to the portfolios following the vote to ‘leave’ the EU; how the markets have reacted and what may happen in the future; how the portfolios are positioned going forward.

 

Webinar

Presenter

Dates

Time

Business Protection Webinar

Paul Roberts

Thursday 26 May 2016

9:30am

Old Mutual Wealth Protection Specialist, Paul Roberts, will present our new Continuity and Succession Master Class Webinar designed specifically with you and your client’s businesses in mind.

During our Master Class we’ll be exploring the following key areas such as ‘Business Will’, business intestacy and property relief as well as establishing the correct level of cover and the key principles of underwriting business protection.

 

Webinar

Presenter

Dates

Time

Building Portfolios and Research Funds Webinar

Michael Jaggard

Tuesday 24 May 2016

11:00am

Our E-Business Specialists will present an overview on how to build portfolios and research funds on the Old Mutual Wealth platform. The session will focus on the streamlined process of creating model portfolios using our risk profile questionnaires and strategic asset allocations, researching funds for those portfolios and linking and switching clients into those model portfolios. To conclude the session we’ll look at the Risk Discussion tool and app that can be used as part of your advice process.

 

Webinar

Presenter

Dates

Time

Business Protection Webinar

Paul Roberts

Wednesday 18 May 2016

4:00pm

Old Mutual Wealth Protection Specialist, Paul Roberts, will present our new Continuity and Succession Master Class Webinar designed specifically with you and your client’s businesses in mind.

During our Master Class we’ll be exploring the following key areas such as ‘Business Will’, business intestacy and property relief as well as establishing the correct level of cover and the key principles of underwriting business protection.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

ISA and Collective Investment Account applications and illustrations Webinar

Dan Woodnutt

Tuesday 17 May 2016

11:00am

Our E-Business Specialists will present an overview of the online illustration and application process for ISA and Collective Investment Accounts on the Old Mutual Wealth platform. The session will focus on the streamlined process of submitting new investment and top-up ISA and Collective Investment Account applications, how to produce illustrations for your clients and demonstrate how to produce the required application documentation online.

 

Webinar

Presenter

Dates

Time

Capital Gains Reporting tool Webinar

Michael Jaggard

Tuesday 10 May 2016

11:00am

In this session our E-Business Specialists will present an overview of our Capital Gains Reporting tool on the Old Mutual Wealth platform. We’ll show you how to produce various reports via the tool such as a Capital Gains Tax report for the current and previous tax year. To conclude the session we’ll look at the What If tool, and the Optimiser function within the What If tool, which allows you to look at hypothetical situations to model potential gains/losses and set objectives to calculate the most efficient way of taking funds from an account.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

WealthSelect and Managed Portfolio reporting Webinar

Michael Jaggard

Tuesday 3 May 2016

11:00am

In this webinar our E-Business Specialists demonstrate how to produce quarterly performance reports for any clients invested in the Managed Portfolio service. They demonstrate how quick and easy it is to mass produce reports for your clients and how to co-brand the reports with your company logo. This session also looks at how to analyse the performance of the portfolios via our UScan tool and how to research the portfolios online.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Retirement Planning Opportunities in the new tax year

Adrian Walker

21 & 28 April 2016

10:00am

With the Budget announcements that pension tax relief rules will largely remain unaffected, this webinar will look further at planning issues and advice opportunities for retirement and legacy planning that now exist for various segments of clients, taking account of:

  • the reduction in the lifetime allowance for pension savings
  • the reduction in annual allowance for high earners
  • Changes to the taxation of death benefits for those aged over 75.

You can view a recording of this webinar here.

Webinar

Presenter

Dates

Time

Collective Retirement Account applications and illustrations

Michael Jaggard

26 April 2016

11:00am

Our E-Business Specialists will present an overview of the online illustration and application process for a Collective Retirement Account. The session will focus on how to produce immediate tax free cash, tax-efficient regular income and phased drawdown illustrations. We will also demonstrate how to submit applications and produce the required documentation online.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Platform Fund Switching online

Michael Jaggard

19 April 2016

11:00am

On the Old Mutual Wealth platform, fund switching and redirection instructions can be submitted in numerous ways and during this session our E-Business Specialists will demonstrate how to do each of these online.

The session will focus on how fund switching and redirection instructions on individual accounts and the efficient process of submitting instructions for multiple client’s in one instruction. In this webinar we’ll also look at how to switch multiple clients out of a single fund and how to link and switch accounts using model portfolios.

You can view a recording of this webinar here.

 

Webinar

Presenter

Date

Time

UScan – Fund Analysis tool webinar

Michael Jaggard

22 March 2016

11:00am

Our E-Business Specialists will present an overview of our UScan –Fund Analysis tool. Demonstrating how to produce comprehensive personalised fund analysis reports for individual accounts and portfolios, as well as the various functionalities that the tool has to offer.

You can view a recording of this webinar here.

 

Webinar

Presenter

Date

Time

Capital Gains Reporting Tool webinar

Michael Jaggard

1 March 2016

11:00am

In this session our E-Business Specialists will present an overview of our Capital Gains Reporting tool on the Old Mutual Wealth platform. We’ll show you how to produce various reports via the tool such as a Capital Gains Tax report for the current and previous tax year. To conclude the session we’ll look at the What If tool, and the Optimiser function within the What If tool, which allows you to look at both hypothetical situations to model potential gains/losses and set objectives to calculate the most efficient way of taking funds from an account.

You can view a recording of this webinar here.

 

Webinar

Presenter

Dates

Time

Tax year end planning

Michael Jaggard 

16 & 23 February 2016

11:00am

In this session our E-Business Specialists will present a bespoke session in the lead up to tax year end. They will demonstrate how produce a report of all your ISA clients and their remaining ISA allowances and give an introduction and walk-through of our ISA straddling application process, which allows you to submit contributions for both this and next tax year on one application. If you are moving your client’s assets from their Collective Investment Account to their ISA, we will show you how to complete this instruction online and run a report to show the CGT gain/loss of this transaction.

You can view a recording of these webinars here.

 

Webinar

Presenter

Date

Time

Tax Year End – The opportunities for pension funding (Money In) now webinar

Adrian Walker

11 February 2016

2:00pm

Only 77 days will be left of this tax year when this webinar takes place. Adrian Walker our Retirement Planning Manager will talk you through the impact of the July Budget changes, the opportunities those changes now present, who may be best suited to take advantage of these opportunities and the support that Old Mutual Wealth can provide to you in this most challenging period.

You can view a recording of this webinar here.

 

Webinar

Presenter

Date

Time

Tax Year End- Changes to the Lifetime Allowance- financial planning opportunities now webinar

Adrian Walker

11 February 2016

11:00am & 3:30pm

Looking at financial planning issues around changes to Pension Lifetime Allowance from 6 April 2015.

You can view a recording of this webinar here.

  

Webinar

Presenter

Dates

Time

Tax Year End – The opportunities for pension funding (Money In) now webinar

Adrian Walker

3 February 2016

8 February 2016

2:30pm

09:30am & 2:30pm 

Only 77 days will be left of this tax year when this webinar takes place. Adrian Walker our Retirement Planning Manager will talk you through the impact of the July Budget changes, the opportunities those changes now present, who may be best suited to take advantage of these opportunities and the support that Old Mutual Wealth can provide to you in this most challenging period.

You can view a recording of these webinars here.

 

Webinar

Presenter

Date

Time

Tax Year End- Changes to the Lifetime Allowance - financial planning opportunities now webinar

Adrian Walker

3 February 2016

11:00am

  Adrian Walker 8 February 2016 11:00am

Looking at financial planning issues around changes to Pension Lifetime Allowance from 6 April 2015.

You can view a recording of this webinar here.

 

Webinar

Presenter

Date

Time

Tax Year End – The opportunities for pension funding webinar

Adrian Walker

20 January 2016

11:00am &
2:30pm

Only 77 days will be left of this tax year when this webinar takes place. Adrian Walker our Retirement Planning Manager will talk you through the impact of the July Budget changes, the opportunities those changes now present, who may be best suited to take advantage of these opportunities and the support that Old Mutual Wealth can provide to you in this most challenging period.

You can view a recording of this webinar here.

  

Webinar

Presenter

Date

Time

UScan – Fund Analysis tool webinar

Michael Jaggard

19 January 2016

11:00am

Our E-Business Specialists will present an overview of our UScan –Fund Analysis tool. Demonstrating how to produce comprehensive personalised fund analysis reports for individual accounts and portfolios, as well as the various functionalities that the tool has to offer.

You can view a recording of this webinar here.

 

Webinar

Presenter

Date

Time

Capital Gains Reporting tool webinar

Mark Gaskell

12 January 2016

11:00am

In this session our E-Business Specialists will present an overview of our Capital Gains Reporting tool on the Old Mutual Wealth platform. In this session we’ll show you how to produce various reports via the tool such as a Capital Gains Tax report for the current and previous tax year. To conclude the session we’ll look at the What If tool, and the Optimiser function within the What If tool, which allows you to look at both hypothetical situations to model potential gains/losses and set objectives to calculate the most efficient way of taking funds from an account.

You can view a recording of this webinar here.

 

Webinar

Presenter

Date

Time

Flexible Retirement Income options (CRA)

Mark Gaskell and Adrian Walker

1 December 2015

11am

  Mark Gaskell and Adrian Walker 1 December 2015 2:30pm

Old Mutual Wealth has recently added to the extensive range of income options already available through our Collective Retirement Account (CRA), with the introduction of a range of automated regular monthly withdrawal facilities. Adrian Walker, Retirement Planning Manager at Old Mutual Wealth, will take you through the way in which these options will operate and can be used alongside other income options already available under the CRA. There will also be a Q&A session with Adrian Walker at the end of this webinar. Our E-Business Specialists will demonstrate the online functionality changes during the CRA illustration process online.

You can view a recording of this webinar here.

 

Webinar

Presenter

Date

Time

Introducing the Retirement Income Explorer Tool

Graham Folley

18 November 2015

2-3pm

  Graham Folley 24 November 2015 2-3pm

An overview of the Retirement Income Explorer tool, which enables you to detail your clients’ current and future income needs, assets, expenditure and expectations for their retirement. Using a sophisticated stochastic modeller, you can bring to life a range of probable outcomes for discussion, based on realistic forecasts of variables such as life expectancy, investment returns and inflation. The clear and concise report can be branded with your logo to demonstrate the value of your advice.

You can view a recording of this webinar here.

   

Webinar

Presenter

Date

Time

Build Portfolios and Research Funds

Mike Jaggard

24 November 2015

11:00am

Our E-Business Specialists will present an overview on how to build portfolios and research funds on the Old Mutual Wealth platform. The session will focus on the streamlined process of creating model portfolios using our risk profile questionnaires and strategic asset allocations, researching funds for those portfolios and linking and switching clients into those model portfolios.

You can view a recording of this webinar here.

  

Webinar

Presenter

Date

Time

At retirement investment Webinar

Danny Knight

19 November 2015

10:30am

A New ‘At Retirement Investment’ Solution. Hear about Old Mutual Global Investor’s new Generation portfolio range designed in collaboration with advisers, specifically to help you deliver a flexible, efficient and high quality service in drawdown following the new pensions freedoms.

You can view a recording of this webinar here.

 

Webinar

Presenter

Date

Time

Charge Basis 1,2 and 3 (How to update charge basis and the sunset clause)

Mark Gaskell

13 October 2015

11:00am

In the lead up to the 2016 Sunset Clause our E-Business Specialist will present a webinar on how you can update the charge basis of your clients accounts and web-populate the required documentation online during one simple process. The session will also cover how you can obtain a report online that details what charge basis that accounts are currently on and how to bulk convert accounts on charge basis 2 to 3 (available for ISA, Collective Investment Accounts and Collective Retirement Accounts only). An overview of Old Mutual Wealth’s approach to the Sunset Clause and the importance of converting ISA and Collective Investment Accounts on charge basis 1 to 3 prior to the sunset clause will be provided.

You can view a recording of this webinar here.

  

Event

Presenter

Date

Time

Estate Planning – PROTECTing Your Assets

Nathalie Claeys

7 September 2015

11:00am

A 30 minute presentation demonstrating how protection can be used to provide effective estate and liquidity planning for your clients.

You can view a recording of this webinar here.

 

Event

Presenter

Date

Time

Money In post budget & LTA changes

Jon Hogg

3 September 2015

11:00am

The most recent changes included the re-alignment of Pension Input Periods; the proposal to taper annual allowances for high earners and confirmation that the Lifetime Allowance will reduce to £1m on 6 April 2016.

This has created opportunities in the short term for some of your clients to increase their funding to registered schemes and perhaps for some it will be the last chance to maximise their contributions/tax relief before they seek to rely on transitional protection from the reduction in the Lifetime Allowance. Our next pension webinar will, over 30 minutes, explore these opportunities and ensure your are ideally positioned to deliver further valuable advice to your clients”.

You can view a recording of this webinar here.

 

Event

Presenter

Date

Time

The Offshore Bond – A Tax and Investment Wrapper for All Seasons – Part 1

John Hancock

25 August 2015

11:00am

Wrapper choice is at the heart of financial planning, with many different factors that contribute to selecting the appropriate tax and investment framework for your clients’ varying needs and aspirations. This session focusses on the offshore bond wrapper as a financial planning solution and will Include a short review of the core elements and highlight of the key features.

You can view a recording of this webinar here.

 

Event

Presenter

Date

Time

Business protection – Let us demystify the business protection market and help you open doors

Colin Betts

17 August 2015

11:00am

The Business Protection Session; A business protection technical session explaining the three business protection solutions, how to set up the policies and effective use of the associated trusts with core tax implications.

You can view a recording of this webinar here.

 

Event

Presenter

Date

Time

Old Mutual Global Strategic Bond Fund Monthly update

Christine Johnson and John Peta

13 August 2015

10:00am

On 13th August 2015, Co-Managers Christine Johnson and John Peta held their regular monthly webcast on Old Mutual's diversified fixed income strategy - 'Global Strategic Bond'.

You can view a recording of this webinar here.

 

Event

Presenter

Date

Time

A Small Cap Recap

Dan Nickols

12 August 2015

10:00am

In a live webcast on 12th August 2015, Dan Nickols, manager of the Old Mutual UK Smaller Companies Fund, and Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund, addressed the challenges and opportunities that currently adorn their respective markets, and how they are positioning the funds against this backdrop.

You can view a recording of this webinar here.

 

Event

Presenter

Date

Time

Old Mutual UK Alpha Monthly Update

Richard Buxton

11 August 2015

10:00am

On 11th August 2015, Richard Buxton presented his regular monthly update on the Old Mutual UK Alpha Fund.

You can view a recording of this webinar here.

 

Event

Presenter

Date

Time

A CRITICALLY important decision

Bernie Collins

10 August 2015

11:00am

An estimated 3.1 million people are living in the UK with serious illness. Whilst advances in medical treatment are expected to help clients to increasingly survive these illnesses, many will live in poorer health particularly in later life. This webinar will help you to identify how high-quality critical illness cover can meet this growing area of client need.

You can view a recording of this webinar here.

 

Event

Presenter

Date

Time

WealthSelect MPS - an investment and performance update

Graham Folley

4 August 2015

11:00am

WealthSelect MPS has been active since February 2014. Join the webinar for an update on how WealthSelect has brought value to advisers and their clients, how the portfolios have performed and what the future holds.

You can view a recording of this webinar here.

 

Event

Presenter

Date

Time

Small Pots

Jon Hogg

27 July 2015

1:00pm

The recent changes to the way clients can access their pension funds have thrown up various new solutions. Could thinking outside of the box deliver better outcomes for some of these individuals?

You can view a recording of this webinar here.

 

 

Event

Presenter

Date

Time

Don’t die in the wrong pension

Jon Hogg

23 July 2015

11:00am

Learn about the different pensions available. The pensions reform has opened up doors for many of your clients; from IHT efficient solutions, general wealth planning to registered pension schemes.

You can view a recording of this webinar here.

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