Adviser Insight Seminars

Kick off the new year with a market review, giving you insights into the key investment themes that will shape 2025. Brooks Macdonald will be hosting events around the UK from 14 January 2025, to give you all the information you need for your New Year client conversations. Our 1.5hr sessions will cover:

• Brooks Macdonald Spotlight: We’ve seen significant political and macro changes through 2024! In the UK, the budget had a number of surprises for all, and as changes start to embed, we will discuss the outcomes for investors.  As the US looks to welcome a new president, we’ll discuss some of their policies and how these could impact global trade. We will also explore the other major themes and trends that we believe will shape the investment landscape for the year(s) ahead.
   
• Your Centralised Retirement Proposition: Following the findings from the Retirement Income Thematic Review, we will explore what the regulator is looking for in financial advisers’ solutions and how partnering with the right provider, can help your clients make the most of their retirement.