Kim Pattison
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Markets in action: learning from the past, planning for the future
Catch up on our recent webinar, in association with Legal and General Investment Management (LGIM). Andrzej Pioch, Fund Manager at LGIM was…
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Using smoothed With Profits: practical solutions for your clients
How can using smoothed With Profits help deliver effective financial planning solutions for your clients? Wesleyan have introduced a modern version of…
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How can smoothed With Profits investments support multiple client scenarios?
In a series of four case studies, Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions…
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Two client planning scenarios to consider
Article written by Octopus Investments For professional advisers and paraplanners only. Not to be relied upon by retail investors. As tax year…
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The benefits of MPS: why you shouldn’t let your clients move to cash
Here we bring you a summary of expert insights on the benefits of MPS as opposed to cash or fixed interest and…
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Using smoothed With Profits within financial planning solutions
In this series of four case studies Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions…
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Your CPD webinar opportunity. Markets in action: learning from the past, planning for the future
We are delighted to invite you to attend our upcoming webinar, in association with Legal and General Investment Management (LGIM). Your webinar…
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Emerging market equities: a brighter decade ahead?
2023 proved to be another challenging year for emerging market (EM) equities. Despite initial optimism about China’s reopening, worries about the weak…
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Markets in action: learning from the past, planning for the future. Meet the webinar panellists
We are delighted to invite you to attend our upcoming webinar, in association with Legal and General Investment Management (LGIM). Your webinar…
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Register now and earn CPD at the upcoming webinar
Your webinar invitationMarkets in action: learning from the past, planning for the futureWednesday 24th January 10-11:30 We are delighted to invite you…
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