The online assembly about starting out in paraplanning proved so popular, we didn’t have time to answer all the questions people raised in the hour. So, experts Caroline Stuart, Tony Bates and Benjamin Beck, kindly got together after the show … Continued
In November, Susan Pringle was joined by Dr. Tom Mathar of Aegon UK to explore behavioural science. You can watch the replay here. We enjoyed the Online Assembly so much that when the team at Aegon shared an article about … Continued
Our first online assembly for 2021 was kicked off when Patrick Ingram (PI) from Parmenion ‘popped in’ to answer our questions on stochastic modelling. You can watch the episode here. However, it turned out you are all massive fans of this topic … Continued
On 16 December, we were joined by Jasper Thornton-Boelman (JT-B) from Parmenion, Toby Gibb (TG) from Fidelity International and Ben Kumar (BK) from 7IM to discuss active, passive and multi-asset investment approaches and their relative merits. You can watch the … Continued
We like a collaboration, and that’s exactly what we’re doing with Aegon where we’ll cover tax topics in these video shorts. Think tax topics cut into easily bitesize videos that you can watch on the go. Whizzing us through the … Continued
You’re here to collect your reward at the end of an hour’s worth of learning on UK tax basics. Your CPD Utmost have kindly provided this CPD certificate for the hour. the slides And if you want to take a … Continued