Canada Life Events

Equity Release Lead Generation Workshop | May - June 2019

Designed for advisers trying to increase their engagement with the market, our Lead Generation Workshops are designed to help you become the local area expert for later life lending, helping you to deliver better outcomes to your customers.
Suitable for all equity release qualified advisers.

Equity Release Lead Generation Workshops

May - June 2019

Find out more and book your place

Long Term Care Exam Workshop | May 2019

Our Long Term Care Exam Workshops will help you to provide more holistic financial advice when dealing with customers who may need further support. These workshops will give you the knowledge you need to sit your CF8 exam.
Suitable for all equity release qualified advisers.

Long Term Care Exam Workshops

May 2019

Find out more and book your place

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Home Finance

Equity Release Exam Workshop

Designed with mortgage advisers in mind, our Equity Release Exam Workshops reflect our commitment to growing the market and are a great opportunity for those who want to add the equity release qualification to their toolkit.
Suitable for mortgage advisers only.

Register your interest

Setting the Standard Workshops

Designed with equity release advisers in mind, our Setting the Standard Workshops look at best practise in the industry, and what you should be considering when you speak to your customers to ensure good customer outcomes.
Suitable for all equity release qualified advisers.

Register your interest

Long Term Care Exam Workshops

Our Long Term Care Exam Workshops will help you to provide more holistic financial advice when dealing with customers who may need further support. These workshops will give you the knowledge you need to sit your CF8 exam.
Suitable for all equity release qualified advisers.

Register your interest

Equity Release Lead Generation Workshops

Designed for advisers trying to increase their engagement with the market, our Lead Generation Workshops are designed to help you become the local area expert for later life lending, helping you to deliver better outcomes to your customers.
Suitable for all equity release qualified advisers.

Register your interest

Autumn roadshow series

Our recent autumn roadshows brought together over 200 advisers for a single purpose: to discuss the best ways to deliver high levels of tax free income in retirement, using a range of product wrappers and available tax allowances.

In uncertain times, our speakers asked, how do you invest for a regular income through retirement whilst ensuring your client doesn’t pay unnecessary tax? The use of centralised, platform-based investment solutions has increased substantially, but sometimes at the expense of some fantastic, tax-efficient opportunities. Yet it doesn’t have to be this way - taking an inclusive approach to all the investment options and utilising the exceptional tax efficiency of bonds, ISAs and pensions, can make a massive difference to clients seeking both income and growth in their portfolio.

The feedback from advisers was extremely positive, and we’d like to share some of the highlights with you.


Can fixed income be defensive in rising rates?

Andrew Morris
Sales Manager
Canada Life Investments

Andrew Morris kicked things off by looking at how the current market climate has impacted fixed income as an asset class, given its sensitivity to rising interest rates. He examined how low risk investors can still obtain a defensive holding from specific fixed income sectors during times of market uncertainty and increased volatility.

Download the presentation

Tax effective accumulation and realisation

Tony Wickenden
Joint Managing Director
Technical Connection

Tony Wickenden (of Money Marketing and Technical Connection) then examined how taking an inclusive approach to all investment options and utilising the exceptional tax efficiency of bonds, ISAs and pensions, can drive outstanding results for clients seeking both income and growth in their portfolio.

Download the presentation

What next for long term savings?

Paul Speight
UK Releationship Manager
Canada Life

Paul Speight looked at the next steps for long term savings. With the changes to pension allowances in particular we have started to see a shift in the way people are saving for their retirement. Constrained by both lifetime and annual allowances, clients are looking for alternatives to hold their long term savings where pensions may no longer be an option.

Download the presentation

This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.