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Top fund firms link up for IFA roadshows

Three of the UK&#39s top fund management groups are teaming up this autumn to present a series of roadshows to IFAs around the country.

Invesco Perpetual, M&G and Schroders have made the agreement, the first to involve three major groups, following M&G and Schroders&#39 joint Isa season nationwide roadshows earlier this year.

The fund managers say the aim is to give IFAs more value for their time by pooling res-ources, with each group exp-ected to do two presentations.

M&G and Schroders claim feedback from their previous joint roadshows found four out of five of those IFAs attending preferred joint presentations, believing them to be of greater value than individual events.

If successful, the group will encompass even more players for next year&#39s Isa season, with Aberdeen joining the existing three groups.

The roadshows are likely to be split into two halves, with the first aimed at discussing industry issues and themes with presentations and the second likely to be fund-specific, with each group delivering a presentation.

M&G deputy managing director (UK retail) Philip Wag-staff says: “We are aware of the pressure on IFAs&#39 time, so they will have the chance to see three out of the top five UK unit trusts companies in one place at one time.”

Schroders director, head of UK sales, Neil Bridge says: “We are doing this because for many years IFAs said they have found it tiresome to go to to several roadshows held by individual companies, often on the same theme.”


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