GROW: Professional Development (October)



10:00 am

Product Governance – Apricity

Compliance Top Tips.

PROD requires attention from advice firms under MiFID II. In this session, Apricity’s Christian Markwick looks at what is PROD (or Product Governance as it’s formally known) and what it means in a practical sense for advice firms.

Economic Update – Fidelity

The Roaring 2020’s: What to expect from the next decade.

The roaring 1920s saw widespread adoption of the assembly line, the automobile, radio, motion pictures, indoor plumbing, and labour saving electric appliances. Consumerism and mass culture took shape. It was the decade of art deco and jazz, Coco Chanel & Walt Disney, The Great Gatsby and the Harlem Renaissance. It was the first truly modern decade.

So it is tempting to ask, once the virus passes, will the 2020s roar the way the 1920s did?

It is not possible for history to repeat itself, however, the Covid-19 pandemic has proven how quickly the economy and society can adapt to new ways of operating through technology and innovation. Vaccination programmes have brought investment in healthcare to the forefront of governments minds globally, and the predicted services boom in hospitality and travel are set to inject the economy with an unprecedented amount of cash.

In this presentation, Fidelity International challenge the market assumptions and looks at the world of asset allocation a little bit differently. They will cover beneficiary sectors, regions and the potential outcome for future portfolios.

Pensions – Royal London

Pension Drawdown – the good, the bad and the ugly.

About this webinar

Royal London considers the income drawdown market and highlights some of the recent regulatory changes impacting the provision of advice. This presentation identifies key areas for advisers to address when assessing the suitability of income drawdown advice, including tax and beneficiary drawdown, which is becoming increasingly common. The session also covers best practice for ongoing reviews and closes with a case study to illustrate how it can all work in practice.