Local seminar

Tuesday 17 & Wednesday 18 September

We hope that you can join us for a seminar that’s in your area.

You can register for any of the sessions below.

Each session will have a running time of 90 minutes, with food and refreshments available at each venue before the seminars begin. 

A CPD certificate of 45 minutes will be offered for both speaker's presentations.

Hear Senior Fund Manager for Royal London Asset Management, Will Kenney, share his insight on Global equities. Joined by Senior Business Development Manager, Ryan Medlock, who will deliver his session on MiFID II - a PROD at advisers .

With a narrow cohort of growth equities having driven the market higher for a number of years, we ask how long can this continue and what the right approach is to deploying capital in a world of excess capacity and disruption.

Learning outcomes:

  • To understand what underlying factors have driven equity markets since the Global Financial Crisis.
  • To examine which metrics are appropriate to measure corporate wealth creation at the stock level.
  • To understand practical stock examples of where capital can be deployed globally in a world of low returns.

Will Kenney - Senior Fund Manager, Global Equities, RLAM

Will is a portfolio manager with over 19 years of experience. Prior to joining Royal London Asset Management, Will was a portfolio manager at Waverton Investment Management, where he worked alongside Peter Rutter and James Clarke under the same team construct. Prior to this, Will had previously been a partner and portfolio manager at Spencer House Capital Management (SHCM). Prior to joining SHCM in 2006, Will worked at Deutsche Asset Management for seven years as a member of the global equity team. He graduated from Durham University with an honours degree in Economics and Politics and is a CFA charterholder.

It’s been an eventful period since MiFID II was introduced back in January 2018. Its implementation caught a lot of the industry cold and continues to bite in a number of different ways. There is now much more of an onus on product manufacturers and advisers to provide more information to both the regulator and to clients. Yet there remains a huge amount of confusion and different interpretations of the various requirements and rules.

This presentation breaks through the background noise and looks at the main adviser impacts of MiFID II from the costs and charges disclosure requirements to the new PROD rules and the infamous 10% drop reporting rule. We also include a number of planning points to demonstrate practical measures advisers can use to alleviate some of the issues that MiFID II has inadvertently triggered.

Learning outcomes:

  • To identify the main adviser impacts of the Markets in Financial Instruments Directive II (MiFID II).
  • Develop a greater awareness of the costs and charges disclosure requirements.
  • Comprehend the impacts of MiFID II on the different centralised investment propositions (CIP).
  • Understand how MiFID II implements the FCA product governance (PROD) rules.

Ryan Medlock - Senior Business Development Manager, Royal London

Ryan’s journey with Royal London began back in 2008 after starting his career in compliance with Aviva. As an Investment Proposition Manager, Ryan learnt how to live and breathe Royal London's Governed Range contributing to both its growth and development as well as speaking all things investment at adviser events. Ryan moved to Aberdeen Standard Investments in 2017 for a stint in the strategic client’s relationship team before a return to the Royal London adventure followed in October 2018 and becoming a senior business development manager focusing on pensions. Ryan holds the IMC qualification.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.