Transact – BlackRock MPS Update
We were delighted so many of you could join us for our Transact – BlackRock MPS London breakfast and online webinar at the end of May. Thank you for the great interaction and questions at both events.
In these sessions the investment team at BlackRock explored the current macro-economic landscape, the key challenges and opportunities for investors now and in the coming months, and then reviewed how the Transact – BlackRock models are constructed and positioned given that macroeconomic backdrop. Specialist content came in the form of ‘Indexing in Fixed Income’ where we looked to dispel some commonly held misconceptions and highlighted some of the key benefits of holding this asset class passively.
Do look out for our next sessions in September. You can register early for these by following the links below.
| Event | Date/time | Venue | Registration Link |
| London Investment Breakfast | Wednesday, Sep 13th, 2023
09:30 AM – 11:00 AM BST |
BlackRock. Draper Gardens, 12 Throgmorton Avenue, London EC2N 2DL | Register here |
| Online Investment Webinar | Thursday, Sep 14th, 2023
10.00 AM – 11.00 AM BST |
Online | Register here |
If you would like to discuss any aspect of the service please get in touch with Ben Roberts (Transact MPS Manager) via broberts@integrafin.co.uk or on 07717 846574
1. Introduction
2. Transact Online (TOL) – Recent Enhancements
3. The Year of the Transfer
4. Consumer Duty & Cash Interest
5. How to Make Your Business as Fit as a Fiddle
6. Share Class Conversion
7. Transact- BlackRock MPS Update
8. Adviser Succession Planning
9. Strategy Changes for Pension Planning Following the Budget
10. Fund Changes
11. Interest on Cash Deposits
12. Transact Events 2023