Register to get free articles
Want unlimited access? View Plans
Already have an account? Sign in
Evelyn Partners is rolling out its Investment Roadshow for financial advisers in May and June this year.
The Evelyn Partners Investment Roadshow 2025 will take place in seven locations across the country: Edinburgh, Leeds, Liverpool, Birmingham, London, Bristol and Southampton.
During the half-day events, delegates will hear from senior leaders in the firm’s investment management team, who will outline the evolution of the model portfolio from its early development in the 2000s to the surge in adoption in 2010s and its position today as a “key component” of the services provided by financial advisers.
Separately, the strategy team will share an update on the macro-economic environment and the investment opportunities to consider in 2025, including exploring what a second Trump term means for the economy, geopolitics and the markets.
Roadshow delegates will also hear from experts from Royal London, who will discuss 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).
The session will also explore the use of trusts by financial advisers and how following changes in October’s budget, bonds are likely to contribute towards legacy planning for more clients.
Matthew Spencer, 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.”
