The world of investments is inherently emotional, not just for your clients but for you too.

And regulatory change, like Consumer Duty and the FCA’s thematic review on retirement income advice, adds another layer of complexity to providing exceptional client care in the lead up to, and in retirement.

When making risk-managed investment choices for your clients over the long term, asset classes like smoothed funds are gaining popularity for their ability to deliver attractive investment returns, whilst providing a calm and composed investor journey in the moments that matter most.

Join LV= Investments and our new primary asset management partner, BlackRock, for our nationwide roadshow series.

 Coming to a location near you, this half day event will offer:

- Expertise: Industry-leading insights into market trends, to help you thrive amidst regulatory change and speak confidently to your clients about the macro investment context.

- A human-centric approach: We’ll explore strategies to manage emotions for optimal decision making and show why both you and your clients are human when it comes to making investment decisions.

- Demystification of our Smoothed Managed Funds: We’ll demonstrate the role of smoothed funds in managing risk for your clients and discuss how LV= and BlackRock are working in partnership to enhance our asset management capabilities. Plus, we’ll preview how you can access LV’s Smoothed Managed Funds through our new platform technology.

We’ll delve into these topics alongside guest speaker The Lang Cat, who’ll shed light on what’s keeping advisers up at night.

Don’t miss this opportunity to elevate your client care capabilities and navigate the emotional complexities of financial advice in the lead up to and in retirement.

Attending this event qualifies you for CPD.

Spaces limited. Book your place today.

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