CPD Webinar: How to Beat the Bank

Money in the bank to meet short-term financial needs makes perfect sense; cash in the bank to meet medium to long-term needs doesn’t!

Published: 15 Oct 2023

At our upcoming webinar on Thursday 26 October at 10.00 we will:

  • Help you understand the behavioural biases that are keeping money on deposit and what you can do to help your clients overcome them.
  • Show how you can add value using Aviva’s Fixed Deposit Funds and other Aviva Funds.
  • Demonstrate how equity and multi-asset funds are a better solution to meet longer-term financial needs and outperform inflation.
  • Discuss the merits of recommending an Investment Bond to your clients.

We’re also giving you a sneak peek at our new Children’s Savings Investment Trust, which uses a Savings Plan and a Bare Trust that allows clients to gift up to €3,000 tax-free to each child (€6,000 per couple).

CPD does not apply to playback.

Webinar

Tariffs and Turmoil

Date: Wednesday, 23 July

Time: 10:00am

Register now "Register for webinar here"

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Transcript  for video Tariffs and Turmoil - Economic and Market Update Show more Show less

To follow

Speakers

Stephen Rice

Investments & Pensions Propositions Lead
Aviva Life & Pensions DAC

John Deehan

Investment Sales Manager
Aviva Life & Pensions DAC

Peter Smith

Investment Director
Aviva Investors

Presenter

Clair Carroll

National Corporate Business Manager
Aviva Life & Pensions DAC

Warnings

 

Warning: Past performance is not a reliable guide to future performance. 
Warning: The value of your investment may go down as well as up.
Warning: The income you earn from this investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.
Warning: These funds may be affected by changes in currency exchange rates.
Warning: If you invest in a pension, you will not have access to your money until you retire.

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With Aviva, you can save for the future and manage the risks of everyday life.

Around the world, Aviva provides 20.5 million customers with insurance, wealth & retirement products. We have operations in the UK, Ireland and Canada.

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