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Trusts and Taxations

Take a look at the trusts and trustee taxation video – The definition and classification of trusts. Once you've viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate.

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Automatic enrolment and benefits

If you are interested in developing your corporate client bank using Pensions Automatic Enrolment and Group Life and need marketing support to get your free branded video simply email marketing-feedback@canadalife.co.uk and quote MMTV – Canada Life Group Insurance will do the rest!

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Premier Asset Management prepares for £200m float

Premier Asset Management is planning for a return to the London Stock Exchange nine years after it was taken private. The Sunday Times reports the fund group has hired stockbrokers Keefe, Bruyette & Woods and analysts Numis to work on the £200m listing by the end of the year. Buyout firm Electra Partners, which took […]

Developing your personal relationships – Webex

Read more 9amFinancial advisers and solicitors working together Presented by Ian Muirhead, director & chairman at Solicitors for Impartial Advice (SIFA) Listen to Ian’s expert insight and experiences of how financial advisers and solicitors can work together to deliver mutual benefit and enhanced client outcomes. Register here 10am Financial advisers and accountants working together Presented […]

Who is powering the new age of robo-advisers?

The rise of the robots has been an ongoing discussion point in the financial services industry, but little mention is made of the companies behind the brands. Winterflood Business Services is one of those that powers the new age of robo-advisers, such as Moola, Wealthify, Scalable Capital, Moneybox and Netwealth. WBS head Alex Kerry says: […]

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