Webinars

Our International Sales and Technical Manager Paul Forman is delighted to be joined by Graham Bentley, Director at the Marlborough Group who will be presenting: "Pandemic Positioning - A Recipe for Resilience."

During this webinar, Graham will be covering a number of topics, including:

▪ a summary of the year to date market performance
▪ why global equities have performed remarkably well despite COVID (and why the UK hasn’t)
▪ why markets appear positive despite the pandemic’s second wave
▪ why market timing cannot work, but how advisers can easily explain diversification through asset allocation and style of active management, and how that approach has protected advised clients in 2020

The full video of this webinar is available to view here.

In our latest webinar, International Sales and Technical Manager Paul Forman is joined by ITC International Pensions CEO Aidan McLoughlin to talk through the benefits of IORPS (Institutions for Occupational Retirement Provision).

The full video of this webinar is available to view here.

International Sales Managers Darren Moth and Rob Montague introduce the Investment Governance Service available through the Novia Global platform.

Developed in conjunction with Trustees and Intermediaries and using analysis from ARC Research Ltd, the Investment Governance Service provides a solution that assists you in meeting your suitability, regulatory and fiduciary responsibilities.

Our introductory webinar will cover how the Investment Governance Service can:

• Provide you with clearly articulated choices for you to consider and act upon.
• Maximise efficiency and increase value to your client proposition.
• Support your ongoing suitability reporting with a clear and repeatable audit trail.

The webinar is available to view here

Paul Boston, and Chris Skelhorn look to answer some of the key "How" questions one constantly asks about ones own business...

• How can I reduce my operating / implementation costs?
• How can I create more time to focus on revenue generating work?
• How can I do this whilst ensuring my clients remain my key focus?
• How can I deliver an enhanced client proposition and experience?

The full video of our first webinar is available to view here.

Join us as we delve deeply into regulation as we look to provide guidance on how to navigate MiFID II compliance effectively whilst avoiding the numerous pitfalls.

The full video of our second webinar is available to view here.

Paul Forman along and Darren Moth break down all of the key information of our new International SIPP.

Find out… 

How to access what we believe to be the cheapest quarterly charged SIPP...and with NO establishment fee. After the webinar, why not take a look and compare us with your provider, we're sure you'll be surprised and delighted at our charges'. 

How to reduce pipeline lead times to an average of 28 days. 

How to take advantage of Novia's experience and expertise with ceding schemes

The full video of our third webinar is available to view here.

Paul Forman shares his knowledge on one of the ISIPP's major advantages – the flexibility of the product when it comes to taking benefits at retirement. 

Paul breaks down all of the key changes in legislation since 2015, the range of flexible retirement benefit options, and how these can compare favorably to a QROPS.

The webinar is available to view here