Evelyn Partners Roadshow to tackle MPS, markets, and pensions
Evelyn Partners is taking its investment expertise on the road, launching a seven-city tour across the UK to engage financial advisers on the evolving Model Portfolio Service (MPS) market and the macroeconomic outlook for 2025.
The roadshow, which kicks off in Bristol on May 20 and concludes in London on June 17, marks the wealth manager’s first national initiative of its kind.
The half-day events will provide continuing professional development (CPD) opportunities, featuring insights from Evelyn Partners’ investment management team on how MPS has transformed from a niche offering in the early 2000s to a cornerstone of financial planning today.
Discussions will also address key regulatory concerns, including operational risk and compliance with the Financial Conduct Authority’s (FCA) Consumer Duty regulations.
Beyond portfolio management, Evelyn Partners’ strategy team will deliver a macroeconomic update, evaluating the investment landscape for the year ahead. A key topic on the agenda: the potential implications of a second Donald Trump presidency on global markets, geopolitical stability, and economic policy.
With inflationary pressures, central bank decision-making, and volatile geopolitical events shaping the investment climate, the firm aims to equip advisers with data-driven insights to navigate uncertainty.
The roadshow will also feature expert-led sessions from Royal London and Standard Life, covering critical changes in pension and estate planning.
With the abolition of the lifetime allowance, Royal London’s session will dissect the introduction of the lump sum allowance (LSA) and the lump sum and death benefit allowance (LSDBA), ensuring advisers understand the implications for client strategies.
Meanwhile, Standard Life will offer guidance on offshore and onshore bonds, exploring their relevance in diversified investment portfolios and their role in tax-efficient wealth transfer.
The discussion will extend to trusts, legacy planning, and the impact of October’s Budget changes, underscoring how bonds may increasingly factor into estate planning for high-net-worth individuals.
Matthew Spencer, head of intermediaries at Evelyn Partners, emphasized the significance of the roadshow in strengthening industry partnerships.
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“We are proud to be taking to the road for our first-ever Evelyn Partners roadshow, traveling to seven locations across the country,” Spencer said.
“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.”
The roadshow will make stops in Bristol (May 20), Southampton (May 21), Birmingham (June 3), Liverpool (June 5), Leeds (June 10), Edinburgh (June 11), and London (June 17).
