Events

Please keep an eye out for all our upcoming events, new launches and anniversaries along with further details on our scheduled webinars.

Upcoming events

Webinar:
An Overheating CIP: 2024 - Ways to cool the engine

A Copia webinar to launch our latest adviser research report in conjunction with the lang cat:

11 June 2024 at 09.30

Speakers include:
Mike Barrett, Consulting Director, the lang cat
Robert Vaudry, Managing Director, Copia Capital
Pete Wasko, Senior Portfolio Manager, Copia Capital

Join us on 11 June at 09.30 for a webinar to launch our latest adviser research, conducted in conjunction with financial consultancy, the lang cat. 

Following on from our first report in 2022 on this topic, we’ve spoken to a broad cross-section of financial advisers about the challenges of running a Centralised Investment Proposition (CIP) in 2024, and where they see future trends. Among the key issues we’ll be covering in the webinar are:

  • Insourcing vs. Outsourcing – who’s doing what?
  • Managing the pain points of running a CIP in a post-Consumer Duty world: what works?
  • Where next for the CIP in the light of regulatory changes, the economic climate and demographic trends?

Join us at this webinar on 11 June 2024 to hear more about our research findings and the future of the CIP.

Past events

Rethinking Retirement Roadshows

16th April - 22nd May 2024

We’re gearing up to get our experts back on the road from 16 April for a series of half day events to talk through the thematic review’s findings and what it means for you and your clients. These events are a joint effort from our teams at Copia and Wealthtime. CPD-accredited and led by experts from across the industry, they’ll cover the impact of the FCA’s review on retirement planning now and in the years to come.

Attendees at the event will also receive an exclusive preview of the latest findings from our ongoing research in partnership with the lang cat.  It’ll delve into the current retirement strategies employed by firms  and explore the reasons why advisers may need to reassess to provide the best outcomes for clients approaching and in retirement. 

A Copia webinar: Copia’s Quarterly Market Review

Quarterly Market Review - Q1

22nd April 2024 at 10am

Our quarterly update on the state of the economy and the markets. Hosted by Head of Investments, Joanne Benson and Head of Sales, Tony Hicks, this short webinar reviewed some of the latest trends and developments including:

• Volatility within fixed income 
• Concentration in equity markets
• Outlook for Japan

It concluded with an opportunity for discussion and questions.

Watch the webinar  here

A Copia webinar: Copia’s Quarterly Market Review

A Copia webinar:

Copia’s Quarterly Market Review

25 January at 9am

Our quarterly update on the state of the economy and the markets. Hosted by Senior Portfolio Manager, Pete Wasko and Sales Manager Greg Mayho, this short webinar reviewed some of the latest trends and developments including:

• Outlook for 2024
• Opportunities within the equity markets
• What’s next for inflation

We concluded with an opportunity for discussion and questions.

Please contact us if you would like to see the recording. 

A Copia webinar:

New Approaches to Retirement Income

10 January, 9 am

Speakers:

Speakers:
Tony Hicks, Copia Capital Management
Peter Wasko, Copia Capital Management
Yannis Katsis, Just

Copia Capital Management is proud to be leading the way with innovative approaches to retirement solutions. The importance of specifically-designed retirement portfolios is likely to be a major feature of the FCA’s Thematic Review which is due for publication before the end of 2023.

We recently launched the Copia: Select Retirement Income Plus (RI+) portfolios, which have generated significant interest amongst the adviser community. They feature a guaranteed income product delivered by Just, alongside a managed portfolio, providing the opportunity to outperform and greater certainty of outcome in retirement without increasing the overall investment risk.

This new approach is designed as a purpose-built retirement proposition to support your CRP in addressing the four main decumulation risks: sequencing, longevity, inflation and interest rates. It is also specifically designed to help advisers meet the new Consumer Duty requirements to avoid causing foreseeable harm and deliver value for money.

Please contact us if you would like to see the recording. 

A Copia webinar: Copia’s Quarterly Market Review

A Copia webinar:

Copia’s Quarterly Market Review

26 October at 9am

Our quarterly update on the state of the economy and the markets. Hosted by Senior Portfolio Manager, Richard Warne and Sales Manager Craig Berry, this short webinar reviewed some of the latest trends and developments including:

• Positioning within fixed income
• Outlook on the UK market
• Challenges and opportunities within infrastructure

We concluded with an opportunity for discussion and questions.

Please contact us if you would like to see the recording. 



A Copia webinar:

New Approaches to Retirement Income

8 August, 11 am

Speakers:

Tony Hicks, Copia Capital Management

Peter Wasko, Copia Capital Management

Yannis Katsis, Just

 Copia Capital Management is proud to be leading the way with innovative approaches to retirement solutions. The importance of specifically-designed retirement portfolios is likely to be a major feature of the FCA’s forthcoming Thematic Review.

 We recently launched the Copia: Select Retirement Income Plus (RI+) portfolios, which use guaranteed incomealongside a managed portfolio to increase the opportunity to outperform and provide greater certainty of outcome in retirement without increasing the overall investment risk.

Watch the recording from the August 8th webinar hear more about these pioneering solutions which offer the first decumulation portfolio strategy purpose-built to work in conjunction with a guaranteed solution. Offering attractive rates of income, the low-risk guaranteed income asset, which at launch is delivered by Just’s Secure Lifetime Income (SLI), is 100% uncorrelated to other asset classes.

 We’ll also be talking about Copia’s second new retirement solution, Select: Retirement Income (RI), which uses a strategic asset allocation model featuring a larger proportion of alternative asset classes than might be used in a traditional accumulation portfolio.

 The two new portfolio series are designed to address the four main decumulation risks: sequencing, longevity, inflation and interest rate, and help advisers meet the new Consumer Duty rule to “avoid causing foreseeable harm”.  

You can watch the recording here.

Copia webinar: preparing advisers for Consumer Duty

A Copia webinar:

Consumer Duty - helping you hit the 31 July Deadline

19 July at 12pm

Speakers:

Robert Vaudry, Managing Director, Copia Capital Management
Derek McKinnell, Head of Governance, Copia Capital Management
Kelly Bowden, Head of Legal and Governance, Novia Financial

On 19 July we hosted our latest webinar to help advisers meet the 31 July deadline for implementing the Consumer Duty regulations, with a particular focus on the implications of ‘co-manufacturing’ under the new rules, and how Copia is approaching this topic.

During the webinar, our speakers covered:

·        The background to Consumer Duty

·        A reminder of what advisers need to do by 31
July

·        What Copia has delivered so far to support you,
and what’s coming next

·       Clarifying co-manufacturing responsibilities
under Consumer Duty: how Copia will be supporting advisers

You can watch the recording here.

A Copia webinar: Copia’s Quarterly Market Review

A Copia webinar:

Copia’s Quarterly Market Review

13 July at 9am

Our quarterly update on the state of the economy and the markets. Hosted by Head of Investments, Joanne Benson and Sales Manager Matt Jones, this short webinar reviews some of the latest trends and developments including:

• Recent turmoil in the financial services sector 

• Positioning within fixed income 

• Market attitudes to China and emerging markets 

Concludes with discussion and questions.

You can watch the recording here

A Copia webinar:

Join us for the launch of our new Retirement Income Portfolios

24 May, 11 am

Speakers:

Tony Hicks, Copia Capital Management
Kevin Blackwell, Copia Capital Management
Richard Warne, Copia Capital Management
Yannis Katsis, Just

Copia Capital Management has launched the Copia Select Retirement Income Plus (RI+) portfolios, which use guaranteed income alongside a managed portfolio to increase the opportunity to outperform and provide greater certainty of outcome in retirement without increasing the overall investment risk.

Copia hosted this webinar on 24 May at 11am to discuss these pioneering solutions which offer the first decumulation portfolio strategy purpose-built to work in conjunction with a guaranteed solution. Offering attractive rates of income, the low-risk guaranteed income asset, which at launch is delivered by Just’s Secure Lifetime Income (SLI), is 100% uncorrelated to other asset classes.

The range of five risk-rated portfolios is designed to address the four main decumulation risks: sequencing, longevity, inflation and interest rate, and help advisers meet the new Consumer Duty rule to “avoid causing foreseeable harm”.

You can watch the replay here.

A Copia webinar:

Copia’s Quarterly Market Review

25 April at 9am

Our quarterly update on the state of the economy and the markets.  Hosted by Senior Portfolio Manager Pete Wasko and Sales Manager Simon Eakin, this short webinar reviews some of the latest trends and developments including:

The discussion also covers:

  • Recent turmoil in the financial services sector
  • Positioning within fixed income
  • Style tilt: value vs growth
  • Market attitudes to China and emerging markets

Concludes with discussion and questions.

You can watch the replay here.

A Copia webinar:

Consumer Duty - Your value for money assessment

April 19 at 12 noon

We hosted a Consumer Duty Toolkit webinar for financial advisers, with a particular focus on the requirements to provide evidence of Value for Money, which all advisers need to publish by 30 April.

A survey of 74 advisers at our previous webinar on preparing for Consumer Duty revealed that almost three-quarters are either behind the curve (65%) or haven’t started yet (8%) when asked how ready their firm was for the Consumer Duty regulations.  If your firm is feeling unprepared, then this webinar is for you.

We share our tips on how to evidence that your products and services are of good value, and tell you more about the latest elements in our Consumer Duty Toolkit, including further guidance and templates on demonstrating Value for Money.

In addition, we share details of Copia’s own Value for Money assessments of our products and services.  As an adviser, you’re required to consider the service standards being delivered by the providers you are choosing to work with, and we’re committed to giving you all the information  you need to make your evaluation.

The discussion also covers:

  • An overview of what adviser firms need to do between now and 31 July
  • Latest updates from the FCA
  • How Copia can help

The webinar was hosted by our MD Robert Vaudry and he was in discussion with Mike Barrett, consulting director at financial consultancy the lang cat.  They also be took questions on anything and everything related to Consumer Duty.

You can watch the replay here.

A Copia webinar:

Preparing advisers for Consumer Duty

March 8 at 11am

It’s not long until the 31st July Consumer Duty implementation date.  Our informal research suggests many adviser firms are feeling anxious about what they need to do, so we’re hosting this webinar as part of our recently-launched Consumer Duty Toolkit.

The discussion will focus on the latest news on Consumer Duty implementation, providing guidance on what your firm needs to be doing now, and answering all your questions.

Topics will include:

  • An overview of what adviser firms need to do between now and 31 July
  • Latest updates from the FCA
  • The immediate priorities: the policy documents to have in place and documenting your target clients
  • How Copia can help
  • There will also be a brief macro-economic market update from our Head of Investments, Joanne Benson.

The webinar will be hosted by our MD Robert Vaudry and he’ll be in discussion with Mike Barrett, consulting director at financial consultancy the lang cat.  They will also be taking questions from you about anything and everything related to Consumer Duty.

You can watch the replay here.

Copia webinar in partnership with the PFS:

Outsourcing your CIP: Watt Money’s experience

February 22 at 10am

Andy Watt, director of advisers Watt Money, talked about his firm’s experience of working with Copia to outsource their centralised investment proposition.  Andy examined the reasons why his firm decided to move away from running their own portfolios, the key benefits of working with a custom MPS solution, and the pitfalls to avoid.

Copia’s Tony Hicks kicked off with an overview of the key findings of our research published earlier this year, which showed that advice firms now spend an average of 71 days a year operating their Centralised Investment Proposition (CIP). 

You can watch the replay here.

A Copia webinar:

Launching the Select: Short Duration Bond Portfolio

November 16, at 2.30

Copia has just launched the Select: Short Duration Bond Portfolio to take advantage of conditions not seen since the Global Financial Crisis, and to meet adviser and investor demand for a low risk, attractive yield alternative to cash.

We presented a short webinar on November 16, at 2.30, to explain more about this exciting opportunity and the thinking behind it.  The session was led by Senior Portfolio Manager Richard Warne and concluded with a Q&A discussion.

You can watch the replay here.

For more information please download the information sheet.

PFS Festival of Financial Planning

1-2 November 2022, NEC Birmingham

We were excited to exhibitat the Festival of Financial Planning on 1st and 2nd November at the NEC. We had some fun and challenging entertainment  for visitors (as well as being delighted to talk about our investment solutions of course).

A Copia webinar:

More trouble ahead? Prospects for the UK economy as the new government gets to work

Pensions and benefits should be increased in line with inflation in Monday’s medium-term fiscal plan to help the lowest paid manage soaring living costs, while “tough decisions” need to be made over spending and taxation, argued Sarah Olney MP, Liberal Democrat spokesperson on Treasury, Business and Industrial Strategy at our recent webinar.

The Lib Dem MP for Richmond Park was speaking with Robert Vaudry and Peter Wasko from Copia on the prospects for the UK economy and for the City, as well as sharing insights into the Lib Dem’s economic strategy. You can watch a recording of the webinar here.

Copia PFS webinar: “Future proof your CIP”

Learning the lessons from a major new research study among advisers

Watch the recording here.

This presentation shares the findings of a major new research study among advisers. It focuses on how adviser businesses can improve their operational efficiency, become more profitable, manage increasing regulatory pressures and even achieve a better sale valuation. The presentation is based on the findings from a major independent research study commissioned by Copia from the lang cat, which interviewed more than 100 advisers and which was shared for the first time in public at the PFS Regional Conferences.

The presentation shares the views of advisers, and the owners of adviser businesses, on the costs and burdens of building and running a typical adviser CIP, and the attractiveness of the alternative options such as outsourcing the CIP.

The presentation analyses the 5 stage CIP process from design to implementation, monitoring, maintenance and reporting, and shows where the pain points sit in terms of financial cost, time requirements and governance.

Watch the recording here.

PFS Roadshows 2022

Copia partners with PFS for 25 regional conferences

10 May – 21 July

Copia is delighted to have been selected as one of five ‘Partners in Professionalism’ by the Personal Finance Society for its summer series of 25 regional conferences. 

Copia will be presenting on the topic of ‘Future-proofing your CIP’, sharing the findings from a major new research study into the operational challenges of running a centralised investment proposition, and outlining the options for advisers going forwards. 

A Copia webinar:

A View from The Labour Party – Prospects for the Economy and the City

Reforming some “overly prescriptive” EU regulations is crucial to helping the UK financial services sector thrive and to fuelling the UK economic recovery, said Tulip Siddiq, Shadow Economic Secretary to the Treasury, speaking at our recent webinar.   The Labour MP for Hampstead and Kilburn was speaking with Robert Vaudry and Jo Benson from Copia on the prospects for the UK economy and for the City, as well as sharing insights into Labour’s economic strategy. You can watch a recording of the webinar here and read our press release here, as well as media coverage of the event in FT Adviser, Money Marketing and IFA Magazine.

A Copia webinar:

A view from the Conservative party – ESG investing

23 February 2021 from 10.00 am

Novia and Copia were pleased to be joined by the Minister for Pensions, Guy Opperman MP, Fotios Kassiandis, PhD of MSCI and Andrew Walsh of UBS plus Copia’s own Hoshang Daroga to present a webinar on the topic of ESG investing. A range of topics was be covered, including Boris Johnson’s pledge to make London “the global centre of green finance.”

View Recording

View Article

CPD Presentation

PROD & Productivity

Our invitation-only workshops took place around the UK in 2020.

To view the materials, please see:

Copia CPD presentation

The Langcat presentation

To find out more, please contact us.

Copia Capital Management

Hamilton House, 1 Temple Avenue, London, EC4Y 0HA

Understanding the risks

This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

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