Local seminar

Tuesday 1 & Wednesday 2 October

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 Investment Director for Royal London Asset Management, Nersen Pillay, share his insight on why 'It is crucial to be global, diversified and active'. Joined by Senior Business Development Manager, Ryan Medlock, who will deliver his session on 'MiFID II - a PROD at advisers'.

With volatility in markets resulting from a long economic expansion, trade wars, middle eastern tensions and the challenges of dealing with negative bond yields and equities bouncing sharply this year, Nersen Pillay will discuss why 'It is crucial to be global, diversified and active' and talk about our current global multi asset views. 

Learning outcomes:

  • A better understanding of the global macroeconomic environment and markets
  • Clarity on why risk control and diversification matter
  • Understanding why taking too little risk is 'risky'

Nersen Pillay - Investment Director, RLAM

Nersen Pillay is Investment Director in the Multi Asset team, working on tactical asset allocation and the communication of investment strategies.  After studying economics at the University of Cambridge, Nersen joined Barclays Global Investors in 1995, where he became an Associate of the Society of Investment Professionals, and was involved in market strategy and ran active quant portfolios. After that, Nersen was a fund manager at Allianz Global Investors, working on global equity and multi-asset portfolios. Subsequently, Nersen has developed his global investment and client experience at Morgan Stanley, Citigroup and Haitong Securities, before joining Royal London Asset Management in March 2017.  Nersen has over 21 years of investment experience. 

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.