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Strategic Partner News

Canada Life - Drawdown Review Guide - CPD accredited for advisers and paraplanners

16 July 2020

This new guide written with Defaqto covers the key subjects to consider during drawdown periodic reviews, from both a regulatory and best practice perspective.

Find out more

 

Visit the Canada Life Strategic Partner page

STRATEGIC PARTNER NEWS
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  • 16 October 2020

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  • 15 October 2020

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  • 9 October 2020

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  • 16 September 2020

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  • 14 August 2020

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  • 13 August 2020

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  • 20 July 2020

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  • 20 July 2020

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  • 6 July 2020

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  • 6 July 2020

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  • 29 June 2020

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  • 26 June 2020

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  • 22 June 2020

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  • 12 June 2020

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  • 12 June 2020

    Prudential: The 5 Whats of trustee investment - Part two

  • 11 June 2020

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  • 11 June 2020

    Canada Life - Redundancy fears causing increase in presenteeism during lockdown

  • 10 June 2020

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  • 8 June 2020

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  • 28 May 2020

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  • 27 May 2020

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  • 26 May 2020

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  • 26 May 2020

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  • 13 May 2020

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  • 7 May 2020

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  • 24 April 2020

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  • 31 March 2020

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  • 31 March 2020

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  • 2 March 2020

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  • 26 February 2020

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  • 6 February 2020

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  • 5 February 2020

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  • 4 February 2020

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  • 3 February 2020

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  • 31 January 2020

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  • 31 January 2020

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  • 4 December 2019

    Canada Life - Pensions: how taking a 'holiday' from contributing hurts retirement

  • 3 December 2019

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  • 3 December 2019

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  • 28 November 2019

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  • 27 November 2019

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  • 12 November 2019

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  • 8 November 2019

    Prudential: Independent AKG Review

  • 8 November 2019

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  • 6 November 2019

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  • 4 November 2019

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  • 4 November 2019

    Aegon: 10 minute market snapshot podcast

  • 1 November 2019

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  • 1 November 2019

    Just: Care Conference 2019 - Register now to get the thoughts of industry experts

  • 1 November 2019

    Join Aegon's market outlook webinar - earn 40 minutes of CPD time.

  • 1 November 2019

    Canada Life - HMRC latest figures on the number and value of flexible payments from pensions

  • 1 November 2019

    Octopus - Grow your business through referrals

  • 28 October 2019

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  • 23 October 2019

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  • 22 October 2019

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  • 22 October 2019

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  • 15 October 2019

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  • 9 October 2019

    Prudential - FCA Paper CP19/25 panel debate - what does it mean for you?

  • 8 October 2019

    Canada Life - Over 55s value certainty of a regular income from the state pension

  • 7 October 2019

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  • 4 October 2019

    Prudential - If you missed our 'Handling income and investments with care' webinar...

  • 3 October 2019

    Canada Life: Advice market braces for wave of consolidation as one third consider selling their business

  • 2 October 2019

    Just: Equity Release Academy Advanced ER planning - register now

  • 2 October 2019

    Schroders: Is gold the place to hide from negative yields?

  • 30 September 2019

    Prudential Marketing Insights - September 2019

  • 27 September 2019

    Schroders: How diversified is your portfolio?

  • 24 September 2019

    Schroders - Gen Xers care more about sustainability than millennials

  • 20 September 2019

    Blackfinch: Top Tips for Start-Ups Seeking Investment

  • 20 September 2019

    Schroders: The future of client communications

  • 19 September 2019

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  • 18 September 2019

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  • 10 September 2019

    Prudential - Technical Webex with Graeme Robb, Senior Technical Manager

  • 10 September 2019

    M&G Investments - Register now: M&G Meet the Managers live stream

  • 6 September 2019

    Canada Life - Seven in ten advisers warn business risks have increased in past five years, with technology the top mitigation strategy

  • 5 September 2019

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  • 5 September 2019

    Canada Life - Advisers: what's driving the growth of your business?

  • 5 September 2019

    Canada Life - Brits reveal favourite retirement hotspots despite Brexit concern

  • 5 September 2019

    Just: An example of vulnerability best practice according to the FCA. Try it yourself

  • 30 August 2019

    Blackfinch Ventures invests in world's first sleep aiding headphones

  • 28 August 2019

    Schroders - Economic and Strategy Viewpoint - August 2019

  • 28 August 2019

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  • 27 August 2019

    M&G Optimal Income Fund Update

  • 23 August 2019

    Schroders: Economy on red alert with yield curve close to inversion

  • 23 August 2019

    Canada Life: Brexit not to blame for rising costs, say advisers

  • 23 August 2019

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  • 23 August 2019

    Canada Life - FCA publishes Retirement Outcomes Review final rules and guidance

  • 22 August 2019

    Prudential - Register now for our '2020 and beyond' seminars

  • 21 August 2019

    Canada Life responds to Equity Release Council Q2 lending figures

  • 19 August 2019

    Prudential announces 2019 half year results

  • 19 August 2019

    Canada Life: 'Advice flight' - one third of advisers leave sub-£100K asset market in five years

  • 15 August 2019

    Canda Life - Overseas pension transfer charge quells appetite to move

  • 7 August 2019

    Prudential - CPD compilation - Discretionary Trust Taxation

  • 2 August 2019

    Prudential - 55%, 25% or 0%: How much should you pay when it comes to LTA?

  • 26 July 2019

    Schroders - Turning up the heat: are investors making up for lack of public leadership?

  • 26 July 2019

    Blackfinch: Keeping Vulnerability on the Agenda

  • 26 July 2019

    M&G Investments - Bonds vs Equities: Who's right?

  • 25 July 2019

    Schroders - Boris Johnson: the challenges faced by the new UK PM

  • 25 July 2019

    Schroders: Why we're at a tipping point for clean energy

  • 24 July 2019

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  • 23 July 2019

    Prudential: How T&IO manage money

  • 17 July 2019

    Prudential - Welcome to your June 2019 edition of Oracle

  • 10 July 2019

    Blackfinch Property breaks through the £150m mark!

  • 9 July 2019

    Prudential - ESG rated funds now available on our Retirement Account

  • 9 July 2019

    Schroders: Watch our new quarterly update videos

  • 8 July 2019

    Canada Life: New figures reveal the winners and losers from new state pension

  • 4 July 2019

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  • 4 July 2019

    Prudential - FinTech webinars 16th, 17th, and 18th July

  • 1 July 2019

    M&G Investments - Making a difference (and a return)

  • 1 July 2019

    Canada Life: Younger generation spot opportunity for property to fund retirement

  • 27 June 2019

    Prudential CPD compilation - Bond Taxation

  • 25 June 2019

    Schroders: Does white labelling have shades of grey?

  • 24 June 2019

    Blackfinch Ventures has announced its first four investee companies!

  • 19 June 2019

    Prudential - What's the benefit to advisers and clients of risk bound fund families?

  • 12 June 2019

    Prudential: Is inflation eroding your clients savings?

  • 5 June 2019

    Just: Boost your vulnerability knowledge with free online training from SOLLA

  • 5 June 2019

    Prudential - Selecting appropriate fund managers and funds for clients

  • 3 June 2019

    Canada Life reveal 1 in 5 use equity release to cover daily living expenses

  • 3 June 2019

    Canada Life: Confidence, pot size and cost are main barriers to asking for retirement planning advice

  • 3 June 2019

    Schroders: Are investors too pessimistic on European shares?

  • 3 June 2019

    Schroders: Economic and Strategy Viewpoint - June 2019

  • 3 June 2019

    Schroders: The three principles Warren Buffett says underpin all value investing

  • 30 May 2019

    Prudential: No EGR or UPA change to Prudential's PruFund range of funds

  • 22 May 2019

    Blackfinch: Mitigating an IHT Liability Created by ISA Investments

  • 17 May 2019

    Prudential: Come join us at our next round of 'Majoring on the Macro' seminars

  • 14 May 2019

    M&G Investments - Investing in potential for 50 years

  • 10 May 2019

    Prudential: Five Star ratings from Defaqto for our Retirement Account

  • 3 May 2019

    Prudential: Oracle April

  • 26 April 2019

    Blackfinch: It's a hat-trick! MJ Hudson Allenbridge reviews third Blackfinch product this year, rating our bespoke business solution with a score of 84.

  • 26 April 2019

    Prudential: Good governance - a key differentiator

  • 24 April 2019

    M&G Investments - Q2 update on global bonds

  • 12 April 2019

    March Market Summary from M&GPrudential Treasury & Investment Office (T&IO)

  • 8 April 2019

    Protector Funds new release

  • 4 April 2019

    Prudential: Technical Question Time

  • 1 April 2019

    Just: Join our Equity Release Academy and be part of the revolution

  • 29 March 2019

    Prudential - Couldn't attend our Investment Matters Seminars? Here's an overview of what you missed

  • 28 March 2019

    Schroders: Multi-asset investments: Managing sustainability from a total portfolio perspective

  • 27 March 2019

    Just: Got lifetime mortgage clients wanting access to a cash facility?

  • 21 March 2019

    Prudential announces 2018 full year results

  • 15 March 2019

    Schroders: The Brexit Unknown: Views from the Schroders experts

  • 14 March 2019

    Prudential: Tax Year End ISA Planning

  • 12 March 2019

    Blackfinch: Help your clients use their ISA allowance to invest before tax-year end.

  • 11 March 2019

    M&G Investments - A new route to sustainable investing?

  • 7 March 2019

    Prudential: TechTalk - Pension savings for your clients before TYE

  • 4 March 2019

    Blackfinch: Adapt IHT Portfolios Receive Outstanding Review With High Score of 85 from MJ Hudson Allenbridge

  • 1 March 2019

    Prudential - Inheritance Tax CPD compilation - 30 minutes of structured CPD

  • 21 February 2019

    Prudential Quarterly market & brexit update - register to earn structured CPD

  • 12 February 2019

    MG Investments - Webcast: Investing for impact?

  • 8 February 2019

    Prudential: Gain 60 minutes CPD with the new and interactive edition of Oracle

  • 24 January 2019

    Prudential: Tax year end planning support hub

  • 24 January 2019

    Fund Update: M&G Global Macro Bond Fund

  • 11 January 2019

    Prudential: Register now for our Q1 2019 Investment Matters - Review, Plan, Action seminars

  • 21 December 2018

    Octopus: Doing due diligence on inheritance tax investments

  • 19 December 2018

    Canada Life: Drawdown Strategies Report

  • 19 December 2018

    Canada Life: Video interview with Alice Watson

  • 18 December 2018

    Octopus: Choosing the right inheritance tax investment for your client

  • 17 December 2018

    Blackfinch Ventures EIS Portfolios Receive MICAP Review

  • 14 December 2018

    Octopus: Helping clients understand their estate planning options

  • 12 December 2018

    Environmental Social & Governance (ESG) and PruFunds

  • 12 December 2018

    Blackfinch Adapt IHT Portfolios: Lifetime 0% AMC Offer

  • 10 December 2018

    Prudential: A birthday to celebrate

  • 10 December 2018

    Just: What is the formula for a comfortable retirement?

  • 7 December 2018

    Octopus: Tools that get clients talking about estate planning

  • 5 December 2018

    Fund update: M&G Global Target Return Fund

  • 29 November 2018

    Prudential's latest quarterly market update live on knowledge TV

  • 26 November 2018

    Octopus: IHT General Estate Planning Hub Adviser

  • 26 November 2018

    Blackfinch briefing - Natixis Investment Managers' Summit 6-7 November 2018

  • 22 November 2018

    Canada Life: Tax bonanza as official figures reveal value of pension withdrawals

  • 22 November 2018

    Canada Life: Over £23bn could be available to over-55s in Yorkshire via equity release

  • 20 November 2018

    Octopus Webinar: Advising later life clients

  • 16 November 2018

    Just: Who cares, wins! - register to attend our new conference on long term care

  • 15 November 2018

    Schroders: Monthly markets review - October 2018

  • 12 November 2018

    Blackfinch Adapt IHT Portfolios - Lifetime 0% AMC Offer

  • 12 November 2018

    Schroders: Mind the GARP - Growth at a ridiculous price

  • 8 November 2018

    Prudential: Self-employed 'want government pension saving help'

  • 7 November 2018

    M&G: Celebrating one year of listed infrastructure investing

  • 5 November 2018

    Blackfinch: Post Budget Commentary

  • 1 November 2018

    Budget Analysis from Prudential

  • 29 October 2018

    Blackfinch: Making Sense of Madness – Outsourced Managed Portfolio Services

  • 19 October 2018

    Prudential: New Square Mile Report - Pru/fund Range

  • 17 October 2018

    Canada Life: Paraplanners chart course for bigger role

  • 17 October 2018

    Canada Life: Why drawdown should be an advised option

  • 12 October 2018

    Prudential: Defined Benefit transfers webinar - 1 hour CPD

  • 10 October 2018

    Octopus Webinar: A look inside Octopus Titan VCT

  • 8 October 2018

    Blackfinch: Facing Change with the Thrive Corporate Management Service.

  • 5 October 2018

    Octopus Titan VCT now open for new investment.

  • 4 October 2018

    Prudential: Join us for a M&G/Prudential Investment CPD Seminar

  • 4 October 2018

    Just: Helping you navigate the care world to achieve better outcomes

  • 1 October 2018

    Prudential - West Sussex keeps top spot for best retirement quality of life

  • 20 September 2018

    Oracle Technical from Les Cameron Out Now!

  • 14 September 2018

    New CPD qualifying events from Canada Life: Where next for investing?

  • 13 September 2018

    Prudential - Life events adviser support: conversation starters, case studies and topical videos

  • 11 September 2018

    A look inside the M&G Property Portfolio

  • 10 September 2018

    Schroders - Global Investor Study 2018

  • 7 September 2018

    Just: Don’t miss our new Adviser Forums: Solving Retirement Risk Conundrums

  • 7 September 2018

    Prudential - Millennials want more from pensions

  • 29 August 2018

    Prudential: Multi Asset investment update – August 2018

  • 28 August 2018

    Prudential - Our latest version of Oracle Technical is out now – 60 mins CPD

  • 10 August 2018

    M&G: Joffy's Journal: Why Dividends matter

  • 10 August 2018

    Schroders - Monthly markets review - July 2018

  • 9 August 2018

    Prudential - Regulatory reality check

  • 3 August 2018

    Prudential - Our latest version of the Oracle is out now - 60 mins CPD

  • 30 July 2018

    Register now - M&G Meet the Manager Roadshow 2018

  • 13 July 2018

    Prudential - Intergenerational planning ideas webex invite

  • 4 July 2018

    Prudential: Intergenerational planning - grandparents are filling the gap to fund education

  • 2 July 2018

    Just: Are you utilising your valuable knowledge?

  • 29 June 2018

    Schroders - Reassessing fixed income - is Goldilocks about to give way to the three bears?

  • 28 June 2018

    Prudential - Going beyond the pounds and pence of advice

  • 26 June 2018

    M&G: Celebrating 10 years of dividends

  • 25 June 2018

    Schroders - Monthly markets review - May 2018

  • 22 June 2018

    Oracle Technical from Prudential

  • 20 June 2018

    Just: Climbing mountains is one thing, getting down safely is another

  • 20 June 2018

    Schroders - Holding your nose and investing in value

  • 15 June 2018

    Prudential - Must read AKG Pension Freedoms 2018 report

  • 11 June 2018

    Prudential launches a new Life Events hub

  • 31 May 2018

    Prudential - Important information on Prudential's PruFund range of funds

  • 24 May 2018

    Prudential - One in 10 'Targeted by pension freedom scammers'

  • 23 May 2018

    Octopus - 1 in 5 new jobs are created by these small companies

  • 18 May 2018

    Prudential - Couples money secrets add up to a lack of trust

  • 17 May 2018

    Schroders - What investors can learn from the controversial 2015 Super Bowl

  • 15 May 2018

    Schroders - Monthly markets review - April 2018

  • 14 May 2018

    M&G: Joffy's Journal: Episode 5 - the growing role of ESG in investing

  • 11 May 2018

    Schroders - How to have no regrets as an advisor

  • 9 May 2018

    Just: Why is our future difficult to predict?

  • 3 May 2018

    Oracle Quarterly from Prudential

  • 26 April 2018

    Welcome to Prudential’s paraplanner special edition Oracle.

  • 19 April 2018

    Prudential - Oracle Technical

  • 17 April 2018

    M&G - 2 minute update: Infrastructure and rising interest rates

  • 12 April 2018

    Prudential: Leila Butt from PPMG gives her latest economic update, including Quantitative Tightening

  • 11 April 2018

    Just: What makes us sell winning investments and keep losers?

  • 6 April 2018

    One in eight will retire with no pension in 2018 - but the number without savings is shrinking

  • 5 April 2018

    Octopus Investments - Seminars: Could you be helping more clients save inheritence tax

  • 4 April 2018

    Prudential - Diversification through asset allocation

  • 4 April 2018

    Schroders - Economic and Strategy Viewpoint - April 2018

  • 23 March 2018

    Prudential - Divorce costs £3,800 a year in retirement income

  • 22 March 2018

    Aviva releases tax-year-end support for 2018

  • 13 March 2018

    Just: Why optimism isn't always helpful?

  • 12 March 2018

    Joffy’s Journal: Episode 5 – Active vs Passive

  • 9 March 2018

    Oracle Disclosure from Prudential

  • 1 March 2018

    Important information on Prudential's PruFund range of funds

  • 22 February 2018

    Another positive year for the Prudential With-Profits Fund

  • 21 February 2018

    M&G: US tax reform - unleashing of 'animal spirits'?

  • 15 February 2018

    Quarterly market and political update from Prudential

  • 12 February 2018

    Just: Care Academy session three - register now

  • 9 February 2018

    Schroders - Economic and Strategy Viewpoint - February 2018

  • 9 February 2018

    Schroders - The eurozone economic boom continues

  • 8 February 2018

    Prudential - Pensioners retiring in debt owe average £33,900

  • 5 February 2018

    Octopus: Advising older clients?

  • 1 February 2018

    Prudential: Oracle Technical

  • 1 February 2018

    Aviva: The upgraded Aviva Platform goes live

  • 25 January 2018

    Prudential - Quarterly Oracle

  • 23 January 2018

    M&G: Navigating Uncertainty with your investments

  • 16 January 2018

    Prudential - Retirement Incomes Hit a New Record High

  • 11 January 2018

    Prudential: Taxing Year Planning - Get Your Questions Answered