Name: Consumer Duty: Evidencing Compliance
Start: 2023-06-07T09:30:00Z
End: 2023-06-07T09:30:48.000Z
Location: BrightTALK
Rating: 4.6

The webinar and video channel for content and events hosted by Elston.  For UK wealth managers and financial advisers.

Our 3q24 Outlook "A transforming": takes stock of the markets in the context of the AI revolution, de-globalisation and climate transition. Henry Cobbe (Elston Consulting) in discussion with Hoshang Daroga (Elston Consulting) and Natasha Sarkaria (BlackRock)

3q24 Outlook: A transforming world

With shrinking CGT allowances and the risk of rising CGT rates, we explore ways of navigating CGT risk in General Investment Account (GIA) portfolios

Navigating CGT in GIA Portfolios

The objective of this CPD module is to understand the principles of Retirement Investing.
Learning Outcomes
By completing, this CPD module, you should be able to:
A. Explain the theory underpinning lifecycle investing 
B. Contrast and compare the different investment approaches for accumulation and decumulation
C. Summarise the different types of income strategies for retirement investing
Structured CPD 1hr Presentation + 30min Online Test = 1.5hours CPD

CPD: Retirement Investing

In this CPD module we look at assessing suitability for drawdown and explore sequencing risk, income risk and durability of withdrawal rates.

CPD: Assessing Suitability for Drawdown

In this webinar, we are honoured to be joined by Steve Webb, Partner at LCP and former Pensions Minister 2010-15 overseeing "Freedoms & Choice".  Steve will discuss his recently co-authored paper for LCP titled ""The Flex First, Fix Later" pension - is this this the future of retirement?" and earlier paper "Is there a right time to buy an annuity?"

"Flex First, Fix Later": exploring the future of retirement income

In this webinar, we explore key findings of TR24/1 FCA Thematic Review on Retirement Income Advice, and what advisers and policy owners should do next.  As well as some myth-busting...

CPD: FCA Thematic Review on Retirement Income Advice

Please join Henry Cobbe (Elston Consulting) and Amy Rumsby (TIME Investments) for a CPD webinar exploring the role of direct property as an Alternative Asset for portfolio diversification.

CPD: Direct Property for Diversification

Our 2q24 Outlook "Path to recovery": takes stock of the markets as asset prices recover. Henry Cobbe (Elston Consulting) in discussion with Hoshang Daroga (Elston Consulting) and Natasha Sarkaria (BlackRock)

2q24 Outlook: Path to recovery

In this workshop, we discuss the findings of the FCA Thematic Review of Retirement Income Advice and the potential impact on advisers' CRPs. (Timing may change based on findings publication date)

FCA Thematic Review of Retirement Income Advice: Impact on your CRP

CPD: Bond Portfolio Management

In this webinar we explore the diversifying properties of alternatives, both from an asset-based and risk-based perspective.  We contrast Alternative Assets and Alternative Strategies, and how best to evaluate diversification effect.

CPD: Diversifying Alternatives

With security- and country-level concentration risk on the radar, this webinar explore how investors can differentiate global equity exposure from a purely market-capitalisation weighted approach.

CPD: Differentiated Global Equity

In our 2024 Outlook, we explore the key macroeconomic and market-related themes for the coming 12 months.  Hoshang Daroga (Elston Consulting) with Natasha Sarkaria (BlackRock).

1q24 Outlook: Turning a Corner

CPD: Elston/Fidelity - Understanding Money Market Funds

An outlook for income investors in current market conditions.  Of particular relevance to Trustees of private trusts and charities.

CPD: Outlook for Income Strategies

Objective
The objective of this CPD module is to provide an introduction to the theory and practice underpinning adaptive portfolio management.
Learning Outcomes
By completing, this CPD module, you should be able to:
Outline the rationale for an adaptive approach to overall asset allocation
Summarise potential adaptive approaches within the Equity allocation
Summarise potential adaptive approaches within the Bond & Alternative allocations

CPD Adaptive Portfolio Management

Join Hoshang Daroga CFA (Elston Consulting) and Natasha Sarkaria CAIA (BlackRock) to discuss the outlook for the economy and markets going into 4q23.

4q23 Outlook: Fearing the Pain

Understanding Money Market Funds

We look at the upcoming rules, checklist for action plans, and how best to evidence compliance.

Consumer Duty: Evidencing Compliance

Elston

Financial Planning

Financial advisor

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UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

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Consumer Duty: Evidencing Compliance

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