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Discover insider strategies, fresh perspectives, and expert interviews.
Upcoming Webinars
OCT
14
Beyond the black box: A look into alternatives in MPS, Tatton
In this session, we will explore how Tatton uses alternative assets to enhance portfolio diversification and seek uncorrelated returns. We'll look beyond the "black box" of alternatives, examining the underlying investment universe and providing a practical framework for assessing alternative allocations within MPS portfolios.
OCT
21
Natural Income: a load of CRP? Keyridge
We will share some innovative ways which may challenge a perception that income funds are only to be found in a CRP, and that they may have a much wider role to play in helping to meet the varying needs that customers face throughout their financial journey.
NOV
03
Navigating the new pensions and Inheritance tax framework, Quilter
From 6 April 2027, unused pension funds will be subject to inheritance tax, creating important considerations for clients, beneficiaries and advisers. This session outlines the new rules and the need to review pension arrangements, beneficiary nominations and death benefit options to help protect client outcomes.
NOV
18
Stats Over Stories: A Data-Driven Market Audit, Clever
This webinar explores how long-term market evidence can improve portfolio decisions. George Cliff, Co-CIO and Director of Research at CleverIM, examines market leadership, portfolio concentration and changing investment styles, showing how data, probabilities and systematic rules can support more consistent outcomes and reduce behavioural bias.
NOV
26
Consumer Duty in action: Supporting better client outcomes in uncertain markets, Fidelity
This webinar explores how Consumer Understanding and Consumer Support can help clients navigate market uncertainty and stay focused on their long-term objectives. The session examines regulatory expectations and how investment managers can support advisers in improving client engagement and decision-making.
Upcoming Conferences
OCT
13
The Financial Advice Summit
This special event brings together leading voices from across the sector, to explore how advisers can adapt, evolve, and grow in a changing market.
Through a mix of keynote sessions and interactive panels, the day will examine the key drivers shaping advice models - from market volatility and changes in pension and tax rules, to advances in technology and AI, and the continued evolution of the regulatory environment.
It is also an opportunity to connect with peers, share perspectives, and contribute to a more joined up view of how the profession continues to develop.
Featured: TFAS Talks
EPISODE 1 | 10 SEPTEMBER 2026
Rathbones on Markets, Oil & the AI Spending Boom
Host Richard Ardron speaks with Will McIntosh-Whyte, Fund Manager of Rathbones' Multi-Asset Funds, on markets, tariffs, geopolitics and AI, exploring key risks and opportunities for investors.
Created primarily for financial advisers, wealth managers, those working in advisory businesses and compliance professionals. For general information only; not financial, investment, legal or regulatory advice.
On-Demand Webinars
SEPT
09
Deep dive into IHT on pensions, AEGON
Join us for a deep dive into the IHT on pensions, with a particular look at the process, implications and impact it will have on personal representatives. The session will also recap on some elements of death nominations too and avoiding foreseeable harm and unintended consequences.
SEPT
22
The Inheritance Tax tipping point: How Business Relief can add value for your clients, Downing
In this session, we will cut through the complexity of the evolving IHT landscape and show how Business Relief investments can offer clients a practical, accessible route to meaningful tax savings - without giving up access or control.