Please keep an eye out for all our upcoming events, new launches and anniversaries along with further details on our scheduled webinars.
A Copia Capital webinar with guest speaker from Mabel Insights
Why switch to a custom solution to deliver the right strategy for your clients throughout the investment lifecycle? And what are the practical tools that can help you execute?
Join us at this webinar on 10 December to find out more about Copia Capital’s approach to custom portfolios that can help you achieve:
– Enhanced governance in an era of ever-increasing regulation
– More time for you to focus on client outcomes throughout their investment lifecycle
– Increased productivity
Our research shows that outsourcing a CIP can save an adviser firm over 100 working days per year Also at the webinar will be a speaker from Mabel Insights, a firm that knows all about executing CRPs with the practical tools you need for investment due diligence, client risk assessments, cashflow planning and more…
Register Here.
Join us on Thursday 28 November at 10.30am for our rethinking retirement webinar.
Based on content from our recent roadshow, this CPD-accredited online discussion will help advisers move from reviewing and strategising to implementing and executing a best-in-class retirement advice service.
Featuring:
We’ll conclude with an open Q&A session to address your questions.
Join us for a special edition of our quarterly market review webinar, where we’ll examine two significant developments that could shape the markets in the coming months. Hosted by Portfolio Manager Pete Wasko and Regional Sales Manager Greg Mayho, this focused session will cover:
We’ll conclude with an open Q&A session to address your questions.
Watch the video Here.
We’re ready to get our experts back on the road again. This time they’ll be focusing less on reviewing and strategising, and more on building and maintaining a truly top-drawer Centralised Retirement Proposition (CRP).
To help, Conduct Culture and Mabel Insights have been drafted in to provide an authoritative insight into executing a CRP and what’s changed following the thematic review. They’ll also point you in the direction of an array of free resources that can help you and your firm.
Our teams from Wealthtime and Copia will be joining them. And Just will be speaking again, this time about new alternative solutions to some of decumulation’s biggest challenges…
Register Here.
Speakers include:
Tony Hicks, Copia Capital Management
Joanne Benson, Copia Capital Management
With cash returns currently looking attractive, Copia is delighted to offer advisers an ‘on platform’ option with its new Select: Money Market Portfolio: a cash-equivalent, value for money solution that works as an alternative to cash savings and bank deposits.
Watch the Webinar Here.
Speakers include:
Tony Hicks, Copia Capital Management
Joanne Benson, Copia Capital Management
With cash returns currently looking attractive, Copia is delighted to offer advisers an ‘on platform’ option with its new Select: Money Market Portfolio: a cash-equivalent, value for money solution that works as an alternative to cash savings and bank deposits.
Watch the Webinar here.
Speakers included:
Mike Barrett, Consulting Director, the lang cat
Robert Vaudry, Managing Director, Copia Capital
Pete Wasko, Senior Portfolio Manager, Copia Capital
A webinar to launch our latest adviser research, conducted in conjunction with financial consultancy, the lang cat.
Following on from our first report in 2022 on this topic, we’ve spoken to a broad cross-section of financial advisers about the challenges of running a Centralised Investment Proposition (CIP) in 2024, and where they see future trends. Among the key issues we’ll be covering in the webinar are:
We’re gearing up to get our experts back on the road from 16 April for a series of half day events to talk through the thematic review’s findings and what it means for you and your clients. These events are a joint effort from our teams at Copia and Wealthtime. CPD-accredited and led by experts from across the industry, they’ll cover the impact of the FCA’s review on retirement planning now and in the years to come.
Attendees at the event will also receive an exclusive preview of the latest findings from our ongoing research in partnership with the lang cat. It’ll delve into the current retirement strategies employed by firms and explore the reasons why advisers may need to reassess to provide the best outcomes for clients approaching and in retirement.
Our quarterly update on the state of the economy and the markets. Hosted by Head of Investments, Joanne Benson and Head of Sales, Tony Hicks, this short webinar reviewed some of the latest trends and developments including:
• Volatility within fixed income
• Concentration in equity markets
• Outlook for Japan
It concluded with an opportunity for discussion and questions.
Watch the webinar here.
Our quarterly update on the state of the economy and the markets. Hosted by Senior Portfolio Manager, Pete Wasko and Sales Manager Greg Mayho, this short webinar reviewed some of the latest trends and developments including:
• Outlook for 2024
• Opportunities within the equity markets
• What’s next for inflation
We concluded with an opportunity for discussion and questions.
Please contact us if you would like to see the recording.
Speakers:
Speakers:
Tony Hicks, Copia Capital Management
Peter Wasko, Copia Capital Management
Yannis Katsis, Just
Copia Capital Management is proud to be leading the way with innovative approaches to retirement solutions. The importance of specifically-designed retirement portfolios is likely to be a major feature of the FCA’s Thematic Review which is due for publication before the end of 2023.
We recently launched the Copia: Select Retirement Income Plus (RI+) portfolios, which have generated significant interest amongst the adviser community. They feature a guaranteed income product delivered by Just, alongside a managed portfolio, providing the opportunity to outperform and greater certainty of outcome in retirement without increasing the overall investment risk.
This new approach is designed as a purpose-built retirement proposition to support your CRP in addressing the four main decumulation risks: sequencing, longevity, inflation and interest rates. It is also specifically designed to help advisers meet the new Consumer Duty requirements to avoid causing foreseeable harm and deliver value for money.
Please contact us if you would like to see the recording.
Our quarterly update on the state of the economy and the markets. Hosted by Senior Portfolio Manager, Richard Warne and Sales Manager Craig Berry, this short webinar reviewed some of the latest trends and developments including:
• Positioning within fixed income
• Outlook on the UK market
• Challenges and opportunities within infrastructure
We concluded with an opportunity for discussion and questions.
Please contact us if you would like to see the recording.
Speakers:
Tony Hicks, Copia Capital Management
Peter Wasko, Copia Capital Management
Yannis Katsis, Just
Watch the recording from the August 8th webinar hear more about these pioneering solutions which offer the first decumulation portfolio strategy purpose-built to work in conjunction with a guaranteed solution. Offering attractive rates of income, the low-risk guaranteed income asset, which at launch is delivered by Just’s Secure Lifetime Income (SLI), is 100% uncorrelated to other asset classes.
You can watch the recording here.
Speakers:
Robert Vaudry, Managing Director, Copia Capital Management
Derek McKinnell, Head of Governance, Copia Capital Management
Kelly Bowden, Head of Legal and Governance, Novia Financial
On 19 July we hosted our latest webinar to help advisers meet the 31 July deadline for implementing the Consumer Duty regulations, with a particular focus on the implications of ‘co-manufacturing’ under the new rules, and how Copia is approaching this topic.
During the webinar, our speakers covered:
· The background to Consumer Duty
· A reminder of what advisers need to do by 31
July
· What Copia has delivered so far to support you,
and what’s coming next
· Clarifying co-manufacturing responsibilities
under Consumer Duty: how Copia will be supporting advisers
You can watch the recording here.
Our quarterly update on the state of the economy and the markets. Hosted by Head of Investments, Joanne Benson and Sales Manager Matt Jones, this short webinar reviews some of the latest trends and developments including:
• Recent turmoil in the financial services sector
• Positioning within fixed income
• Market attitudes to China and emerging markets
Concludes with discussion and questions.
You can watch the recording here.
Speakers:
Tony Hicks, Copia Capital Management
Kevin Blackwell, Copia Capital Management
Richard Warne, Copia Capital Management
Yannis Katsis, Just
Copia Capital Management has launched the Copia Select Retirement Income Plus (RI+) portfolios, which use guaranteed income alongside a managed portfolio to increase the opportunity to outperform and provide greater certainty of outcome in retirement without increasing the overall investment risk.
Copia hosted this webinar on 24 May at 11am to discuss these pioneering solutions which offer the first decumulation portfolio strategy purpose-built to work in conjunction with a guaranteed solution. Offering attractive rates of income, the low-risk guaranteed income asset, which at launch is delivered by Just’s Secure Lifetime Income (SLI), is 100% uncorrelated to other asset classes.
The range of five risk-rated portfolios is designed to address the four main decumulation risks: sequencing, longevity, inflation and interest rate, and help advisers meet the new Consumer Duty rule to “avoid causing foreseeable harm”.
You can watch the replay here.
Our quarterly update on the state of the economy and the markets. Hosted by Senior Portfolio Manager Pete Wasko and Sales Manager Simon Eakin, this short webinar reviews some of the latest trends and developments including:
The discussion also covers:
Concludes with discussion and questions.
You can watch the replay here.
We hosted a Consumer Duty Toolkit webinar for financial advisers, with a particular focus on the requirements to provide evidence of Value for Money, which all advisers need to publish by 30 April.
A survey of 74 advisers at our previous webinar on preparing for Consumer Duty revealed that almost three-quarters are either behind the curve (65%) or haven’t started yet (8%) when asked how ready their firm was for the Consumer Duty regulations. If your firm is feeling unprepared, then this webinar is for you.
We share our tips on how to evidence that your products and services are of good value, and tell you more about the latest elements in our Consumer Duty Toolkit, including further guidance and templates on demonstrating Value for Money.
In addition, we share details of Copia’s own Value for Money assessments of our products and services. As an adviser, you’re required to consider the service standards being delivered by the providers you are choosing to work with, and we’re committed to giving you all the information you need to make your evaluation.
The discussion also covers:
The webinar was hosted by our MD Robert Vaudry and he was in discussion with Mike Barrett, consulting director at financial consultancy the lang cat. They also be took questions on anything and everything related to Consumer Duty.
You can watch the replay here.
It’s not long until the 31st July Consumer Duty implementation date. Our informal research suggests many adviser firms are feeling anxious about what they need to do, so we’re hosting this webinar as part of our recently-launched Consumer Duty Toolkit.
The discussion will focus on the latest news on Consumer Duty implementation, providing guidance on what your firm needs to be doing now, and answering all your questions.
Topics will include:
The webinar will be hosted by our MD Robert Vaudry and he’ll be in discussion with Mike Barrett, consulting director at financial consultancy the lang cat. They will also be taking questions from you about anything and everything related to Consumer Duty.
You can watch the replay here.
Andy Watt, director of advisers Watt Money, talked about his firm’s experience of working with Copia to outsource their centralised investment proposition. Andy examined the reasons why his firm decided to move away from running their own portfolios, the key benefits of working with a custom MPS solution, and the pitfalls to avoid.
Copia’s Tony Hicks kicked off with an overview of the key findings of our research published earlier this year, which showed that advice firms now spend an average of 71 days a year operating their Centralised Investment Proposition (CIP).
You can watch the replay here.
Copia has just launched the Select: Short Duration Bond Portfolio to take advantage of conditions not seen since the Global Financial Crisis, and to meet adviser and investor demand for a low risk, attractive yield alternative to cash.
We presented a short webinar on November 16, at 2.30, to explain more about this exciting opportunity and the thinking behind it. The session was led by Senior Portfolio Manager Richard Warne and concluded with a Q&A discussion.
You can watch the replay here.
For more information please download the information sheet.
We were excited to exhibitat the Festival of Financial Planning on 1st and 2nd November at the NEC. We had some fun and challenging entertainment for visitors (as well as being delighted to talk about our investment solutions of course).
Pensions and benefits should be increased in line with inflation in Monday’s medium-term fiscal plan to help the lowest paid manage soaring living costs, while “tough decisions” need to be made over spending and taxation, argued Sarah Olney MP, Liberal Democrat spokesperson on Treasury, Business and Industrial Strategy at our recent webinar.
The Lib Dem MP for Richmond Park was speaking with Robert Vaudry and Peter Wasko from Copia on the prospects for the UK economy and for the City, as well as sharing insights into the Lib Dem’s economic strategy. You can watch a recording of the webinar here.
Watch the recording here.
This presentation shares the findings of a major new research study among advisers. It focuses on how adviser businesses can improve their operational efficiency, become more profitable, manage increasing regulatory pressures and even achieve a better sale valuation. The presentation is based on the findings from a major independent research study commissioned by Copia from the lang cat, which interviewed more than 100 advisers and which was shared for the first time in public at the PFS Regional Conferences.
The presentation shares the views of advisers, and the owners of adviser businesses, on the costs and burdens of building and running a typical adviser CIP, and the attractiveness of the alternative options such as outsourcing the CIP.
The presentation analyses the 5 stage CIP process from design to implementation, monitoring, maintenance and reporting, and shows where the pain points sit in terms of financial cost, time requirements and governance.
Watch the recording here.
Copia is delighted to have been selected as one of five ‘Partners in Professionalism’ by the Personal Finance Society for its summer series of 25 regional conferences.
Copia will be presenting on the topic of ‘Future-proofing your CIP’, sharing the findings from a major new research study into the operational challenges of running a centralised investment proposition, and outlining the options for advisers going forwards.
Reforming some “overly prescriptive” EU regulations is crucial to helping the UK financial services sector thrive and to fuelling the UK economic recovery, said Tulip Siddiq, Shadow Economic Secretary to the Treasury, speaking at our recent webinar. The Labour MP for Hampstead and Kilburn was speaking with Robert Vaudry and Jo Benson from Copia on the prospects for the UK economy and for the City, as well as sharing insights into Labour’s economic strategy. You can watch a recording of the webinar here and read our press release here, as well as media coverage of the event in FT Adviser, Money Marketing and IFA Magazine.
Novia and Copia were pleased to be joined by the Minister for Pensions, Guy Opperman MP, Fotios Kassiandis, PhD 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 was be covered, including Boris Johnson’s pledge to make London “the global centre of green finance.”
Our invitation-only workshops took place around the UK in 2020.
To view the materials, please see:
To find out more, please contact us.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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