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Recorded Webinars

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Access partner webinars on demand, with practical insights to support financial advisers.

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Browse our complete library of recorded partner webinars, covering investment markets, protection, retirement planning, regulation, tax, business development and more. View sessions on demand, with the newest webinars listed first.

12 August 2026

LV= Critical Illness Unlocked

LV= Critical Illness Unlocked

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22 July 2026

MyFolio Q2 webinar

Join Aberdeen’s MyFolio Q2 webinar featuring the latest macroeconomic outlook and review of the MyFolio fund ranges.

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10 July 2026

How to Stand Out on LinkedIn and Attract New Career Opportunities

In a very competitive and depressed job market, LinkedIn is still teeming with job opportunities. With one billion members, it's the platform where opportunities find you… …provided you know how to stand out! But many…

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8 July 2026

Artemis: US Small Caps Webinar

After years of large-cap dominance, the Russell 2000 has outperformed the S&P 500 year to date: is there more to come? Join the Artemis team as they discuss why they believe broadening earnings, attractive valuations…

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25 June 2026

Webinar: Artemis Global Emerging Markets

Thursday 25 June 10amJoin Raheel Altaf, manager of the Artemis SmartGARP Global Emerging Markets Equity strategy, to learn how the asset class combines low starting valuations, improving earnings momentum and stronger corporate balance sheets to…

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25 June 2026

Trusts school Lesson 3: Understanding Trust Types: Structure, Purpose and Pitfalls

Develop your expertise across the full trust landscape, with sessions designed to enhance your understanding of structures, taxation and real-world applications. Each session can be attended on its own, but together they provide a well-rounded…

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17 June 2026

Webinar: Artemis SmartGARP® European Equity

Register to hear from Philip Wolstencroft and Harry Eastwood as they discuss why there is more to come from the European recovery, what differentiates the SmartGARP approach, where it is finding opportunities today and why…

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Aberdeen Investments 27 May 2026

Breakfast briefing webinar – Emerging markets: a heritage built through every cycle

Join Aberdeen Investment’s Breakfast Briefing: Emerging Markets webinar. Our panel will discuss navigating EM volatility through cycles, supply-chain resilience and a diversified, all-cap approach.

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Artemis 21 April 2026

Webinar: Artemis Global Income

Register for an update on the Artemis Global Income Fund including the team’s latest analysis of global markets and what they believe will drive future capital flows

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Artemis 15 April 2026

Webinar: Unpacking the key drivers of the US equity market

Amid geopolitical impact on markets, the Artemis US team will examine key structural drivers for US equities, the recent outpacing of small caps over large caps and whether broader market returns will persist.

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Artemis 9 April 2026

Webinar: Artemis UK Select

Thursday 9 April 10amJoin to hear Ed Legget’s outlook for UK equites, what’s piquing the interest of international investors and the latest portfolio positioning and performance drivers.

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Aberdeen Investments 26 March 2026

Beyond commodities: investing in themes shaping the future

Discover how thematic equity strategies are helping investors access long-term forces reshaping the economy. Register now.

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M&G Wealth 19 March 2026

M&G: Calculating Inheritance Tax: A Step-by-Step Guide for Advisers

Inheritance Tax (IHT) continues to affect a growing number of estates, and advisers are increasingly required to navigate the complex rules that determine an individual’s liability. Before exploring any planning strategy, the essential first step…

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Baillie Gifford 17 March 2026

Upfront: US Equities, Emerging Markets and AI

Join host Cherry Reynard on Tuesday 17 March at 10.30am for the next episode of Upfront, Baillie Gifford’s 30-minute live investment show. Packed with up-to-date topical insights and a live Q&A.

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Quilter 17 March 2026

Smoothed Funds Webinar

Secure your place on 17 March at 10.00am to discover how the Quilter Smoothed Funds in partnership with Standard Life, can support investors seeking a simpler, smoother investment journey.

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Artemis 17 March 2026

Webinar: UK Small Caps: Why the opportunity is now

Tuesday 17 March 10amJoin Artemis’ Mark Niznik and William Tamworth as they challenge the prevailing negativity around the UK market and explore why UK small caps, in particular, could be entering a powerful new phase…

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Artemis 10 March 2026

Webinar: Why the emerging markets revival has only just begun – Tuesday 10 March 10am

While valuations remain a key attraction of emerging markets, Artemis’ fund manager Raheel Altaf will discuss the improving fundamentals and long-term structural trends that further enhance their attractiveness for investors.

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Artemis 5 March 2026

Webinar: Artemis Short-Duration Bonds – why short is sweet

Join us for an update on the latest moves across global bond markets and how investors in short-duration bonds are being compensated in real terms at a level not seen for more than a decade.

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Schroders 5 March 2026

Schroders Spotlight webinar: Escalation in the Middle East

Schroders Spotlight webinar: Escalation in the Middle East We have reframed our Macro Strategy webinar to focus on the investment implications of the ongoing conflict across the Middle East. This will bring you insights from…

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Artemis 26 February 2026

Webinar: Artemis SmartGARP® Global and Global Smaller Companies

Learn how our SmartGARP stock screening tool helps pinpoint stocks that are both cheaper and growing faster than the market. And with current valuations of global small caps at lows relative to history, why now…

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Aberdeen Investments 10 February 2026

Navigating 2026: Equity Market Outlook Amid Tech Concentration and Growth Opportunities

How can investors manage AI and tech concentration risk? Sign up for Aberdeen’s live Macro Outlook 2026 webinar. Tuesday 10 February 2026 at 9am.

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Fidelity Adviser Solutions 22 January 2026

Fidelity Adviser Solutions Webinar: Financial planning considerations at tax year end

The end of the tax year is always a critical time for advice practitioners and 2026 could bring significant changes following the Government Budget announcement. Are you ready to navigate what’s new and what’s next?…

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BNY Investments 9 December 2025

30 minutes with Lars Middleton, BNY Mellon Real Return Fund

Please complete the registration details to join our live webinar at 14:00 on the 9th December to hear from Real Return portfolio manager Lars Middleton, Newton Investment Management.

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BNY Investments 9 December 2025

30 minutes with Lars Middleton, BNY Mellon Real Return Fund

Please complete the registration details to join our live webinar at 14:00 on the 9th December to hear from Real Return portfolio manager Lars Middleton, Newton Investment Management.

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Artemis 9 December 2025

Webinar: A strategic bond portfolio built to navigate volatility

Tuesday 9 December, 10amRegister to hear from David Ennett and Liam O’Donnell, two of the managers of the Artemis Strategic Bond Fund, to understand how there can be more reliable and consistent ways of generating…

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Baillie Gifford 25 November 2025

Upcoming webinar: unlocking opportunities beyond the US

Join Steven Hay, co-manager of the Baillie Gifford Managed Fund on Tuesday 25 November at 2pm to discover why a geographically balanced asset allocation could be the key in today’s environment. After a decade dominated…

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Rathbones 25 November 2025

Register now: Rathbones Asset Management Fixed Income Webinar, 25 November 2025

Join Bryn Jones, Head of Fixed Income at Rathbones Asset Management, for his upcoming webinar on Tuesday 25 November at 10.00am, as he reflects on what has been an interesting year for bond markets. With…

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Artemis 25 November 2025

Webinar: Taking stock of US opportunities

Join managers from the Artemis US equity team – Cormac Weldon, Olivia Micklem and Chris Kent, on Tuesday 25 November 10am, as they reflect on developments one year after the US election. In an environment…

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BNY Investments 13 November 2025

30 minutes with Jon Bell, BNY Mellon Global Income Fund

Please complete the registration details to join our live webinar at 2.30pm on the 13th November with fund manager Jon Bell at Newton Investment Management.

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Aberdeen Investments 13 November 2025

Breakfast briefing: 3 ways to diversify with smaller companies

Can Smaller Companies boost portfolio diversification and growth? Sign up to our webinar to Aberdeen’s find out. For Professional Investors only. Capital at risk.

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Artemis 12 November 2025

Webinar: Multi-asset – The importance of keeping it simple

Do income investors really need more than bonds and equities? Register to hear Jack Holmes and Jacob de Tusch-Lec, managers of the Artemis Monthly Distribution Fund, as they explain why simplicity remains powerful in multi-asset…

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Artemis 6 November 2025

Webinar: Artemis UK Special Situations

With the 2025 UK Budget occupying investor attention, join the Artemis UK Special Situations team on Thursday 6 November 10am to see how their disciplined stock-selection process looks beyond macro volatility to uncover – and…

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Baillie Gifford 5 November 2025

Upfront: Small caps, AI and tech giants

Join host Cherry Reynard on Wednesday 5 November at 10.30am for the next episode of Upfront, Baillie Gifford’s 30-minute live investment show. Packed with up-to-date topical insights and a live Q&A with investment specialist Bill…

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Aberdeen Investments 22 October 2025

MyFolio Q3 webinar

Join Aberdeen Investments’ Justin Jones and Paul Diggle for the MyFolio Q3 Webinar featuring their latest macroeconomic outlook and MyFolio Fund ranges updates.

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M&G Wealth 16 October 2025

Bypass Trusts: Reassessing their role in a changing legislative landscape

16 October 2025 at 10.00am – 11.30am. In this session, Senior Technical Manager Neil Macleod looks at where we stand now with the Bypass trust, and why and when this type of trust can be…

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Rathbones 15 October 2025

Register now: Rathbones Multi-Asset Portfolios Webinar 15 October 2025

Join Will McIntosh Whyte, Fund Manager of the Rathbones Multi-Asset Portfolios, in his upcoming webinar on 15 October at 10.00am. Topics to be covered: Mixed Signals: weaker jobs, stronger growth. Will the FED lean into…

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Baillie Gifford 8 October 2025

You’re invited – Scottish Mortgage Digital Conference

Secure your spot for the annual Scottish Mortgage Digital Conference on 8th October 11am – 12:30pm. We'll welcome former astronaut Chris Hadfield to discuss the space economy, and portfolio holding MercadoLibre's CEO, to discuss the…

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Rathbones 30 September 2025

Register now: Rathbones UK Opportunities Webcast, September 30 2025

Overseas investors are buying UK equities again. It helped the FTSE All-Share outperform the S&P 500, the Nasdaq and the Euro Stoxx 600 year to date. What do foreigners see that domestic investors don’t? And…

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BNY Investments 25 September 2025

60 minutes on Multi-Asset, Q3 Fund Update

Please complete the registration details to join our live webinar at 2.30pm on Thursday 25th September with two of our multi-asset fund managers at Newton Investment Management.

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Baillie Gifford 17 September 2025

Upfront: Europe, chips and bots

Join host Cherry Reynard on Wednesday 17 September at 10.30am for the next episode of Upfront, Baillie Gifford’s 30-minute live investment show. Packed with up-to-date topical insights and a live Q&A with investment manager Stephen…

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BNY Investments 16 September 2025

30 Minutes with Damien Hill, Responsible Horizons Funds

Please complete the registration details to join our live webinar at 10.30am on the 16th October to hear from Damien Hill, Senior Portfolio Manager at Insight Investment.

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T. Rowe Price 9 September 2025

Impact of high sovereign debt on bond markets

Join us for the latest edition of our bi-annual webinar series ‘Ahead of the Curve’, where we will explore the intricate interplay between global bond markets, fiscal policies and economic planning. This sovereign debt centered…

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M&G Wealth 26 August 2025

PruFund Power Hour: Quarterly update and investment intelligence unlocked

As M&G ramp up their ambition to distribute their flagship PruFund range of funds now exceeding £65 billion in assets, they’re inviting you to join this exclusive online event. Whether or not you currently use…

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M&G Wealth 26 August 2025

PruFund Power Hour: Quarterly update and investment intelligence unlocked

A comprehensive update on the PruFund and PruFund Planet funds – recent performance and Expected Growth Rates. A solid understanding of the key principles of PruFund – scale/diversification, structure and smoothing. Insight into how responsible…

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M&G Wealth 21 August 2025

Pensions in an IHT world

July saw the much anticipated response to the governments consultation on Pensions and IHT. Now we have a clearer picture of what is ahead, it is now time to ponder what this means for clients…

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Charles Stanley 30 July 2025

Is AIM’s long-awaited revival finally here?

30/07 at 10am – Join us for a special session marking the 30th anniversary of the Alternative Investment Market (AIM).

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M&G Wealth 17 July 2025

Loan Trusts unlocked: A flexible IHT strategy for clients needing access to capital

???? Date: Thursday 17 July?? Time: 10am On this session, Neil Macleod, Senior Technical Manager at M&G will take a deep dive into: How Loan Trusts work for different client typesTheir tax treatment and administrationHow…

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Aberdeen Investments 16 July 2025

MyFolio Q2 Webinar

Join our MyFolio Q2 Webinar next week, for a macroeconomic outlook and review of the MyFolio Fund ranges.

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BNY Investments 9 July 2025

30 minutes with John Bailer, BNY Mellon US Equity Income Fund

Please complete the registration details to join our live webinar at 14:00 on the 9th July to hear from US Equity Income portfolio manager John Bailer, Newton Investment Management.

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Baillie Gifford 25 June 2025

Upfront: Scottish Mortgage update and China Q&A

Join host Cherry Reynard on Wednesday 25 June at 10.30am for the next episode of Upfront, Baillie Gifford’s live investment show. Packed with up-to-date topical insights and a live Q&A.

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BNY Investments 19 June 2025

30 minutes with George Dent, BNY Mellon Long Term Global Equity Fund

Please complete the registration details to join our live webinar at 3.00PM on the 19th June with Investment Manager, George Dent at Walter Scott.

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Rathbones 4 June 2025

Register now: Rathbones Income Fund Webcast 04 June 2025

With global trade tensions fuelling asset market volatility and growing scepticism around the long-standing narrative of American exceptionalism, the first few months of 2025 have been anything but quiet. Are investors now looking beyond US…

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BNPP AM 20 May 2025

Sustainability in the age of Trump: Expert insights for investors

The new US administration’s approach to environmental regulation marks a significant shift in sustainability policy. But what does this mean for investors? Join our experts as they provide insights into the evolving landscape of ESG…

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M&G Wealth 15 May 2025

Sign up now for our upcoming Technical event!

Inheritance Tax continues to be a hot topic. Get ahead of the game when it comes to developing effective strategies to mitigate it. A Discounted Gift Trust (DGT) offers a unique opportunity to reduce the…

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Rathbones 14 May 2025

Register now: Rathbones Asset Management Multi-Asset Webcast May 2025

Rathbones Asset Management is delighted to invite you to their upcoming webcast on 14 May at 10.00am with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios. He will provide an update on the funds…

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BNY Investments 24 April 2025

30 Minutes with Bhavin Shah, FutureLegacy Fund Range

Please complete the registration details to join our live webinar at 10.30am on the 24th April to hear from Bhavin Shah, Mixed Asset Portfolio Manager, Newton Investment Management.

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Aberdeen Investments 24 April 2025

MyFolio Q1 Webinar

Join Aberdeen for the next MyFolio quarterly webinar featuring Luke Bartholomew, Deputy Chief Economist, and Robert Bowie, Head of Portfolio Management

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BNY Investments 10 April 2025

Webinar: tariffs and trade wars

Please complete the registration details to join our live webinar at 16.00 on the 10th April to hear from Sebastian Vismara, Head of Economic Research at BNY Advisors.

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Baillie Gifford 26 March 2025

Upfront: Baillie Gifford’s live investment show

Join host Cherry Reynard as she engages in lively conversations with client relationship manager Megan Rooney and investment manager Steven Hay. This 30-minute live show promises to showcase the latest investment insights. What to expect:Interactive…

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M&G Wealth 18 March 2025

Bits and bobs about Bonds

We’ll be talking ‘bits and bobs’ including Deed of Assignments by way of gift, bonds and the financial assessment for long-term care, the Trust Registration Service and cancellation rights including when trusts are involved.

Pictet 12 March 2025

Investing in digital: insights from our experts

The digital world is rapidly evolving, driven by relentless innovation, robust growth, and increasing profitability. As technology continues to reshape industries and consumer behaviours, we believe the investment opportunity to be more compelling than ever.…

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M&G Wealth 11 March 2025

Calculating the tax liability – Individuals and non-bare trusts

We’ll be looking at tax calculations for individuals and non-bare trusts, top-slicing relief, deficiency relief, time apportionment relief, and paying the tax.

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T. Rowe Price 6 March 2025

A career defining moment for asset allocators

Following the news of a potentially significant shift in German and European government debt levels. German Bunds have witnessed some of their biggest moves since the GFC. With the likelihood of mass new issuance, the…

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M&G Wealth 4 March 2025

Who’s liable – Individuals, Estates & Trusts

In this session we’ll look at how to determine who’s liable – is it individuals, personal representatives, estate beneficiary, trust settlor, trustee, or trust beneficiary? We’ll also be discussing the use of assignments to transfer…

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Rathbones 26 February 2025

Register now: Rathbones Asset Management Multi-Asset Webcast

Rathbones Asset Management is delighted to invite you to their upcoming webcast on 26 February at 10.OOam with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios. He will provide an update on the funds…

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Pictet 26 February 2025

Webcast – Pictet Strategic Credit

Please join us for a webinar on our strategic credit strategy exploring the potential benefits of a global unconstrained approach in today's evolving financial landscape. Jon Mawby and Philipp Buff, Senior Investment Managers, and Manesh…

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Artemis 26 February 2025

Webinar: The secret to outperforming the IG bond market

Wednesday 26 February, 10:00am GMTRegister to hear from Stephen Snowden and Grace Le, managers of the Artemis Corporate Bond Fund, as they discuss the case for owning corporate bonds despite the narrowness of credit spreads…

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M&G Wealth 25 February 2025

Calculating bond gains on exit

During this session we’ll be talking about the chargeable event regime, calculating full surrender gains and excess gains, as well as full vs partial surrender.

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M&G Wealth 20 February 2025

Pension Planning at Tax Year End

M&G are running a Technical Event on 20 February, where Mark Devlin, Senior Technical Manager and Les Cameron, Head of Technical Team will be pondering pension planning opportunities. In the session, they’ll spend the time…

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Baillie Gifford 19 February 2025

Scottish Mortgage Investor Webinar: Your Questions Answered

Tom Slater and Lawrence Burns welcome you to join them for the Scottish Mortgage Investor Webinar. This is your chance to get answers directly from the managers, who will spend the session responding to your…

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29 January 2025

Sparrows Capital: Empowering informed decisions on our MPS solutions for your clients and your business

Join our CIO, Raymond Backreedy, and Head of Business Development, Arnie Millington, for an exclusive webinar designed to keep you ahead of the curve. Discover key insights into our evidence-based philosophy and robust investment framework…

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Pictet 23 January 2025

What investment opportunities will ‘the era of adaptation’ bring?

Extreme weather events are on the rise around the world, leading to unprecedented flooding and damage to infrastructure and communities. While the need for mitigation remains urgent, investments in adaptation and resilient infrastructure are set…

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Fidelity Adviser Solutions 23 January 2025

Tax planning considerations following Labour’s first Budget

The end of the tax year promises to be a particularly hectic period. Not only have we seen fundamental changes to pension legislation this year – with the abolition of the lifetime allowance and the…

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