On demand events 

On this event, Les Cameron, Head of Technical at M&G Wealth, looked at the current tax landscape and what it means for those holding investments directly. He also looked at our new Tax Wrapper Comparison Tool and how it can help you with your analysis.

2022 was a year that challenged some of the accepted wisdom in multi-asset investing, with Government Bonds being one of the worst performing asset classes. On this event, the presenters looked ahead to 2023 and beyond for the Model Portfolio Service.

This session looked at what the Consumer Duty means for advisers/advisory firms overall, and what else might be needed when it comes to research and suitability. For example, how does it affect any Centralised Investment Proposition (CIP) and Centralised Retirement Proposition (CRP) you have in place?

This session focused on how technology can help you meet the new requirements, what’s already available and what further developments and actions might be needed.

This session looked at the due diligence and governance that needs to be considered when researching a platform or product provider, and what changes may be needed in the future.

The session covered the three model portfolio service ranges offered by M&G Wealth Investments, which are passive, hybrid and Global ESG themes range. They explained the differences between the ranges, and how the portfolios are managed. They talked through our investment process, which consists of building the strategic asset allocation, selecting funds, setting tactical views, constructing portfolios and evaluating risk.