Evelyn Partners has lined-up a roadshow for financial advisers focused on the MPS market and macro outlook.
There will be seven stops spread around the country taking place in May and June this year.
The wealth manager will visit Bristol on Tuesday 20 May, Southampton on Wednesday 21 May, Birmingham on Tuesday 3 June, Liverpool on Thursday 5 June, Leeds on Tuesday 10 June, Edinburgh on Wednesday 11 June and finish in London on Tuesday 17 June.
During the half-day events, delegates will hear from the investment management team on topics including the evolution of the model portfolio from its early days in the 2000s, to the surge in adoption in 2010s and its position today as a key service provided by financial advisers.
Operational risk and regulatory issues such as Consumer Duty will also be discussed.
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Separately, the strategy team will share an update on the macroeconomic environment and the investment opportunities to consider in 2025, including exploring what a second Donald Trump term means for the economy, geopolitics and the markets.
Roadshow delegates will also hear from Royal London on changes to pension death benefits arising from the abolition of the lifetime allowance, and the introduction of the lump sum allowance (LSA) and the lump sum and death benefit allowance (LSDBA).
Standard Life will have professionals there to outline how to navigate the world of offshore and onshore bonds, evaluating their place alongside general investment accounts and Oeics.
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The session will also explore the use of trusts by advisers and how following changes in October’s Budget, bonds are likely to contribute towards legacy planning for more clients.
Advisers can book a place via the Evelyn Partners website.
Matthew Spencer (pictured), head of intermediaries at Evelyn Partners, said: “We are proud to be taking to the road for our first-ever Evelyn Partners roadshow, travelling to seven locations across the country.
“Attendees at this half-day CPD event can hear our thoughts on the dynamic evolution of the MPS market and a macro update from our global strategy team. We’re also excited to welcome experts from Royal London and Standard Life presenting on pensions and offshore and onshore bonds.”
