Webinar Archive

5 Aug 2020

The State Pension: the foundation for your retirement

Date: Wednesday 5 August | Time: 11:00 - 11:30am

In this CPD qualifying webinar Kevan Ramanauckis, Pension Technical Specialist, will highlight the value of the new State Pension and look at key aspects, digital forecasting and how we can close GAP years, Contracting Out Pension Equivalent (COPE) and inheriting the Additional State Pension, and explore the Government State Pension guidance relating to Brexit.

CPD 30mins

30 Jul 2020

Investments Quarterly Market Update Q2

Date: Thursday 30 July | Time: 11:00 - 11:30am

In this CPD qualifying webinar, Craig Rippe, Head of Multi-Asset for Canada Life Investments will provide a market overview, the focus for the remainder of 2020 and a short overview of the Portfolio fund range and their performance.

CPD 30mins

22 Jul 2020

Taking income from different wrappers in retirement

Date: Wednesday 22 July | Time: 11:00 - 11:30am

In this CPD qualifying webinar John Chew (Pension, Tax & Estate Planning Specialist) will discuss the importance of the order of selection of wrappers, consider the options and impacts of the selection of wrappers to the clients income and legacy requirements and demonstrate some practical ideas on the challenges in making the best selections in the order of wrapper use.

CPD 30mins

15 Jul 2020

Retirement advising: Working with the plan

Date: Wednesday 15 July | Time: 11:00 - 11:35am

In this CPD qualifying webinar Jeremy Martin (Pension, Tax & Estate Planning Consultant) will cover how a CRP can help align your business to meet PROD objectives, identify the key components of a Drawdown review and demonstrate some practical ideas to develop and evolve your Drawdown review proposition.

CPD 35mins

8 Jul 2020

Advising on defined benefit pension transfers

Date: Wednesday 8 July | Time: 11:00 - 11:45am

In this CPD qualifying webinar Andrew Tully, Technical Director (Canada Life) and Andy Kirby, CEO (Money Alive) will provide an overview of the latest FCA position in regard of defined benefit pension transfers and what it means for advisers and clients, how advisers can safely be involved in this market and what a good process may look like plus alternative solutions which may reduce the risk of transferring.

CPD 45mins

1 Jul 2020

Pensions for estate planning

Date: Wednesday 1 July | Time: 11:00 - 11:35

In this webinar Neil Jones, Tax & Estate Planning Specialist, will review the advantages and disadvantages of using a pension for estate planning. He will explain the IHT benefits available in combining retirement and estate planning, using examples to compare the options.

CPD 35mins

24 Jun 2020

Meeting the challenges in retirement in volatile markets

Date: Wednesday 24 June | Time: 11:00 - 11:40am

In this CPD qualifying webinar John Chew (Pension, Tax & Estate Planning Specialist) will provide an overview of the FCA direction of travel, look at the importance of reviewing clients retirement plans in volatile market conditions, consider the options and steps of a retirement plan to meet client objectives and demonstrate some practical ideas to help address some of the current market conditions.

CPD 40mins

17 Jun 2020

Unleashing the full potential of investment bonds using the Segregated Portfolio Service

Date: Wednesday 17 June | Time: 11:00 - 11:30

In these uncertain times, would you like the option to consider a wider choice of investment options within an International Investment bond?

Investment bonds have many virtues and some restrictions. In this webinar you will discover how it is possible to get far more from them if you take the right approach.

CPD 30mins

10 Jun 2020

Playing it safe in disruptive times

Date: Wednesday 10 June | Time: 11:00 - 11:55am

In this CPD qualifying webinar Andrew Morris, Product Specialist, will discuss the increase of drawdown risk when investing, plus the particular risks associated with fixed income. He'll look at strategies for investing at accumulation and decumulation and ask: What has changed? Plus - the bucket approach: planning a smooth income for retirement with an introduction to the LF Canlife Portfolio Funds and LF Canlife Diversified Monthly Income Fund

CPD 55mins

3 Jun 2020

Trusts and trustee responsibilities

Date: Wednesday 3 June | Time: 11:00 - 11:30

In this webinar Patrick Kennedy, one of Canada Life’s Tax & Estate Planning Consultants, initially covers the fundamentals of establishing a valid trust, highlighting their component parts. Then he delves into the pivotal role trustees play, which examines their duty of care and significant responsibilities.

CPD 30mins

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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 and regulated by the Financial Conduct Authority.