Webinar Hub

The Webinar Hub gives access to videos of webinars that have been hosted by Novia to help you with unstructured learning, as well as details of upcoming webinars.

 

Upcoming and On Demand Webinars  

Secure Lifetime Income (SLI)

    

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Date and time: On demand.

In this short video Just look at how to overcome the regulatory, risk and advice challenges using platform technology. They look at the addition of secure lifetime income alongside flexible assets. It’s an opportunity to demonstrate the options available and discuss the added flexibility that a combination approach brings. See how this new solution works within your chosen SIPP and operates alongside your chosen investment solutions to enhance the different withdrawal strategies offered to your clients.

This recording qualifies for 30 minutes of CPD.

WATCH RECORDING: You can register to watch a recording of this video on demand here.

 

Webinar Archive

Luna Investment Management WebinarLuna Investment Management Webinar


ESG Investing - hear from the experts

 

ESG Investing - hear from the experts

On 20 May 2021 we ran the webinar ESG Investing - hear from the experts. Lee Coates, OBE talked about what Advisers need to do from a compliance point of view, Julia Dreblow from SRI Services looked at the selection of investments and then Hoshang Daroga from Novia’s in-house DFM Copia Capital Management talked about how both Copia's off the shelf and their custom-made portfolios can help to streamline ESG investing.   

Our speakers covered a range of topics, including: 

  • Identifying ESG/SRI/Sustainable funds 
  • Taking advantage of pre-filtered Sustainable funds via Model portfolios 
  • Meeting Compliance requirements and avoiding FOS 
  • The “I don’t know where to start” problem – building a manageable compliance and fund research process for your firm and clients 
  • What questions do I need to ask clients?  

 


Breathe in the Air...an ESG webinar

 

Breathe in the Air...an ESG webinar

On 23 February 2021 Novia and Copia were pleased to be joined by the Minister for Pensions, Guy Opperman MP, Knut Bitustøyl of MSCI and Andrew Walsh of UBS plus Copia's own Hoshang Daroga to present a webinar on the topic of ESG investing. A range of topics were covered, including: 

  • The timing of ESG related regulatory changes 
  • What the Government is doing to encourage more companies to embrace ESG (The Minister discussed the Government’s agenda for climate change in relation to occupational pension schemes and how it might impact the advisory community)
  • Potential incentives to accelerate the take-up of ESG investing 
  • MSCI’s breadth and depth of research into ESG 
  • How UBS and MSCI work together to construct ESG ETFs 
  • How Copia uses ETFs to construct low cost, liquid, ESG Investment Portfolios  

 


How to present your business to obtain and reduce the cost of PI insurance

 

How to present your business to obtain and reduce the cost of PI insurance

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This webinar, held on 17 November 2020, will be of interest to anyone who wants to know the inside view of how the FOS works, wants to know how to reduce their PI costs and wants to learn from previous s166 DB reviews.

We were delighted to be joined by Andy Sutherland of Conduct Culture and Chris Wells of IFAs Included. Andy worked on over 20 FCA-sanctioned S166 reviews, being the lead nominated person for the majority and Chris spent 15 years as a team manager at the FOS with a strong investment background. Andy and Chris run through their learnings over the years with a clear plan on how to address any identified short comings.   

This webinar covers:

  • How to ensure you are aligned to current regulatory expectations 
  • How to close the gaps on past advice 
  • How the ombudsman views a claim (hierarchy of importance) 
  • How to present a claim to the Ombudsman 
  • How to present your business and obtain/reduce the cost of PI insurance 
  • How to free up cash flow by reducing capital adequacy requirements 
  • Ultimately how to increase the value of your business by reducing the advice risks associated with the majority of IFA businesses
  • A whistle-stop tour of innovative solutions to fill the gap

This is a must-see webinar for anyone who has given DB transfer advice.  

Click the down arrow to watch the recording.

 


Luna: What else is cured by the vaccine(s)?

 

Luna: What else is cured by the vaccine(s)?

Luna Investment Management Webinar: What else is cured by the vaccine(s)?

Date and Time: 27 November at 10:30am

2020 has been a volatile year, but what does 2021 have in store? Luna Investment Management added their MPS to the Novia platform in the Summer, and their Chief Investment Officer, Alex Brandreth takes a look at the economic backdrop, how asset classes have been performing and how to position portfolios against this backdrop.

 

Click the down arrow to watch the recording.

 


AllianceBernstein: Capturing the Growth Opportunity in Uncertain Times

 

AllianceBernstein: Capturing the Growth Opportunity in Uncertain Times

With ongoing market volatility and slowing economic growth, investors face a significant challenge in seeking sustainable returns from equities. We believe that several characteristics of resilient growth potential are especially important today. Focusing on stocks that have shown consistency of earnings through good and challenging periods is a prudent path to generating long-term returns. Dev Chakrabarti, Portfolio Manager of AllianceBernstein’s Concentrated Global Equity portfolio, explains how fundamental analysis and a high conviction approach, is essential in selecting companies that can deliver persistent growth through challenging times. 

Thirty minutes of structured CPD.

 


Timebank and Novia: What’s a CRP? Do I need one? How can I build one?

 

Timebank and Novia: What’s a CRP? Do I need one? How can I build one?

 

With the upcoming second suitability review, the regulator has made it clear that they intend to look very closely at income advice.  In the first part of the webinar, Damian Davies of The Timebank explored some of the reasons behind this as well as ways to reduce your risk and remove compliance headaches when giving income advice.

Damian covered: 

  • Background, including what makes CRPs important and how they differ from CIPs
  • The regulator view
  • Practical tips and solutions such as Cash Flow Modelling and Withdrawal Policy Statements

 Following this, Keith Furniss, Head of Sales at Novia then shared some innovative solutions that support your income clients.

 Keith covered:

  • Capacity for loss
  • How to cover essential/core spend for life and how to calculate it
  • How to maximise discretionary spend in retirement whilst minimising money anxieties operating within a compliant framework
  • The risks for decumulation investment and why they're different to those for accumulation
  • Why the time horizon is so important
  • How we know the safe withdrawal rate is sustainable
  • How to deploy the strategy 

 Click the drop down to view the video.

 


Cazenove Capital: Sustainable Investing in the Twenty First Century

 

Cazenove Capital: Sustainable Investing in the Twenty First Century

Over the last decade, sustainability has become an increasingly crucial aspect of investing and more recently the pace of change has accelerated exponentially. With this in mind, on 1 October Henry Johnstone and Izzy Michie from the DFM team at Cazenove Capital presented their views on the following topics:

  • What is actually meant by sustainable investing 
  • The importance of offering sustainable investment options for clients 
  • How sustainable investment strategies have fared in the current climate 
  • How advisers can access sustainable investment solutions for their clients

  Click the down arrow to watch the recording.

 


FE Investments: Active vs Passive and the benefits of a hybrid strategy

 

FE Investments: Active vs Passive and the benefits of a hybrid strategy

FE Investments: Active vs Passive and the benefits of a hybrid strategy

The debate over whether active is superior to passive investing is an old one, with views firmly embedded on both sides. However, with investor needs differing greatly over time horizons, capacity for loss and attitude to risk and other criteria, the answer isn’t a simple yes or no.

In this webinar FE Investments’ Investment Strategist Ed Margot looks at how a Hybrid approach is able to capture some of the advantages of both Active and Passive approaches and provide a more flexible solution for clients.

This seminar covers:

• Comparing DFM strategies
• The importance of identifying risk
• Strategic asset allocation
• Stress testing

 Click the down arrow to watch the recording.

 

 


Update Webinar: Summary of Recent Enhancements July 2020

 

Update Webinar: Summary of Recent Enhancements July 2020

On 16 July 2020 our Implementation and Client Services teams presented a summary of recent updates to the Novia Platform and the benefits these have brought. They highlight some of the recent enhancements to Adviser Zone as well as focusing on some key areas they are commonly asked about. There is also be a focus on ways we have made our processes more flexible for you and your clients in response to COVID-19.  

Click the down arrow to watch the recording.

 


Copia Update June 2020

 

Copia Update June 2020

On 25 June 2020 Henry Cobbe provided an opportunity for Advisers to catch up on Copia’s COVID-19 market update with Q&A. This presentation focused on: 
  • The impact of Covid-19 and related policy response on economies and markets
  • The rapid shift in Copia’s Risk Barometer
  • How keeping calm and staying invested has paid off 

Click the down arrow to watch the recording.

 


Novia and Ruffer: Retirement Investing for a Changed World

 

Novia and Ruffer: Retirement Investing for a Changed World

This webinar was presented on 18 June 2020 by Novia and Ruffer. The investment landscape of the last forty years may be coming to an end. Four decades of low inflation and low volatility has favoured asset owners. Companies have focused on profitability and efficiency at the expense of resilience. It’s been a golden era for equities and bonds. Alex Chartres, co-manager of the Ruffer Total Return Fund, asks what happens next and where do we look for returns in a changed environment?

Novia look at their Guaranteed Income option. Everyone has different expectations of their retirement lifestyle but the underlying concern remains the same for most retirees - nobody wants to run out of money. When providing a Guaranteed Income in a Post Pension Freedom world, what are the regulatory requirements and what is the consumer demand? What needs to be considered for operational delivery and best practice? We will also look at the recommendations for an effective pension review and how you can deliver a blended portfolio to allow your clients to achieve the balance of freedom and security.

Click the down arrow to watch the recording.

 


Amundi - Can the 25 best companies in the world beat a gloomy Macro outlook?

 

Amundi - Can the 25 best companies in the world beat a gloomy Macro outlook?

On 28 May 2020 Steve Williams of Amundi and Jeff Mueller of Polen Capital presented a webinar on the Amundi Funds Polen Capital Global Growth Fund and asked can the 25 best companies in the world beat a gloomy Macro outlook?

After a strong equity bull market in 2019, and despite investors estimation that we were in a late cycle environment, many were still positioned for continued growth in 2020 … until the world changed in February! The market drawdown was fast and drastic, catching most by surprise. The subsequent rebound has also been surprising. Given the expected negative impact on corporate earnings, with many countries only just beginning to restart their economies, while others are still waiting to take the full brunt of the pandemic, the macro outlook looks bleak. With this backdrop, what is in store of equity investors and what strategies can work, with so many unknowns, variables and uncertainties?

The Amundi Funds Polen Capital Global Growth Fund has delivered 56.87%(1) excess returns vs MSCI ACWI since its launch in 2015. It currently ranks 11th out of 2362 funds over 5yrs and 12th over 3 yrs in the Citywire Selector Global Equity Category. It is also 5* Morningstar rated, being top quartile in every time period since inception … so how does it do that, why haven’t you heard of it, and should you take a closer look?

Click the down arrow to watch the recording.

 


LGT Vestra Webinar: Stability in sustainability - exploring the impact of COVID-19 on markets and sustainable investments

 

LGT Vestra Webinar: Stability in sustainability - exploring the impact of COVID-19 on markets and sustainable investments

On 14 May Phoebe Stone, Partner and Head of Sustainable Investing at LGT Vestra provided a macro-economic market update in light of the spread of coronavirus and what may lie ahead for markets as governments execute their exit strategies. Phoebe also discussed the performance of the sustainable investments as markets navigate these uncertain times as well as explaining the sustainable investment landscape, the type and range of opportunities and what the implications of the corona crash may entail for sustainability. 

Click the down arrow to watch the recording.

 


Exploring FCA Assessing Suitability Review II

 

Exploring FCA Assessing Suitability Review II

The FCA’s recent ‘Dear CEO’ letter outlined their intentions for a second Assessing Suitability Review focusing on retirement income advice. The coronavirus pandemic may have caused the review to be pushed back to the autumn, but we believe understanding the FCA’s direction of travel concerning retirement income processes to deliver good outcomes remains an important and timely topic for advisory firms. In this webinar, Martin Lines from Just and Paul Boston of Novia are joined by financial services technical and regulatory expert, Rory Percival. Together they explore the FCA’s motives and objectives, as well as providing insight to help with reviews of internal advice processes. The webinar covers:

  • FCA Assessing Suitability Review II
  • The FCA’s concerns regarding the retirement income market
  • Biases that can influence the give and take between flexibility and security
  • How to blend essential and discretionary income needs, via a platform

Download a copy of the webinar presentation*

The facts and information presented in this webinar were correct as of 27 April 2020. We accept no responsibility for the continued accuracy of this information. *Presentations are only to be used in conjunction with their respective webinar recording.

 


Revisiting Retirement Investing, presented by Henry Cobbe and Paul Boston

 

Revisiting Retirement Investing, presented by Henry Cobbe and Paul Boston

On Tuesday, 5 May, following our sell-out Suitability Review II webinar with Rory Percival and Just, this webinar took a deeper dive, looking at:


• Capacity for loss
• How to cover essential/core spend for life and how to calculate it
• How to maximise discretionary spend in retirement whilst minimising money anxieties operating within a compliant framework
• The risks for decumulation investment and why they're different to those for accumulation
• The difference between CIPs and CRPs
• Why the time horizon is so important
• How we know the safe withdrawal rate is sustainable
• How to deploy the strategy
• How the Copia Retirement range has performed over the last three years

Click the down arrow to watch the recording.

 


King & Shaxson: Responsible investing with a track record

 

King & Shaxson: Responsible investing with a track record

On April 30 2020 Craig Hart from King and Shaxson shared how they can support adviser firms in the construction of ethical investment portfolios for their clients, providing an insight into the due diligence they conduct on funds in the SRI space, and demystifying the misconception surrounding the performance of ethical portfolios. In March this year King & Shaxson celebrated the 10 year Anniversary of their Ethical Model Portfolio Solution.

 


Markets & COVID 19 Update Webinar from Copia

 

Markets & COVID 19 Update Webinar from Copia

On 23 April, 2020 Hoshang Daroga, Portfolio Manager at Novia's DFM arm Copia Capital, discussed the latest COVID-19 developments, market impact and outlook to help navigation through a volatile environment, as well as providing key messages advisers could use with their clients.

 


 Guaranteed Income Webinar from Novia: find out about post pension freedoms innovation and securing clients' income for the future

 

Guaranteed Income Webinar from Novia: find out about post pension freedoms innovation and securing clients' income for the future

On April 6, 2020 Novia's Craig Berry gave on online presentation on the innovative new Guaranteed Income option.

 


Structured Products Webinar

 

Structured Products Webinar

On 26 March 2020, during the COVID-19 clampdown, Novia's Helen Austin and Tony Davies from LMD Marketing looked at potential opportunities in the Structured Product market and how to administer these on the Novia platform. This webinar was held to help Advisers find out how Structured Products could still deliver attractive rates even with further market falls from the strike date.