Recorded video webinars for professional advisers

We run nationwide, regional and online presentations and live video webinars for professional advisers, which are free to attend and often CPD qualifying. You can also find us at key industry events around the UK. And we collaborate with our colleagues at TIME Investments.

We place emphasis on our presentations and video webinars being educational and contextual, thinking about the investment environment, portfolio construction and diversification considerations and the interests and needs of professional advisers and their clients.

We run a series of ‘live’  presentations and video webinars, so that professional advisers can actively participate and engage in the presentations, discussing points and asking questions. In addition, we provide access to recorded video webinars, which allow professional advisers to listen to presentations at their own convenience.

We are also pleased to provide tailored presentations and webinars for individual professional adviser firms, or individual advisers, to meet their specific interests and requirements. Please contact us if you would like to discuss this.

You can find details of recorded video webinars below (you will need to provide your details to access any webinar of interest):

“Tempo / Societe Generale enter the UK fixed rate deposit arena”. Recorded (08 November 2023) video webinar


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“Tempo  / Societe Generale enter the UK   fixed rate deposit arena”

60 minutes CPD

Presented by Chris Taylor, CEO Tempo Structured Products

This informative CPD-accredited video webinar for professional advisers will:

  • Present analysis of fixed rate deposits available in the UK (using Moneyfactscompare data)
  • Highlight that the most competitive rates are offered by smaller (‘challenger’) banks and building societies
  • Highlight that few large banks / building societies currently offer the highest rates of interest
  • Highlight that few large banks / building societies currently offer longer term fixed rate deposits
  • Highlight that ISA rates are generally worse than headline rates – across the board
  • Highlight that interest rates on fixed rate deposits for businesses / corporates are even worse
  • Highlight that most bank / building society fixed rate deposits offer no intra-term access
  • Introduce and overview the Tempo / Societe Generale Fixed Rate Flex Term Deposit Plan, exclusively available through professional advisers / investment firms, which aims to address all of these issues
  • The plan will pay a competitive rate of fixed interest, with a longer maximum term and early closure feature, with a major, global deposit taker bank
  • Societe Generale, London Branch is part of Societe Generale, one of France’s top 3 banks and one of 30 global systemically important banks (‘GSIBs’) 
  • The plan is FSCS protected, for eligible claimants, within FSCS claim limits
  • The plan is not a structured deposit: it is a plain vanilla fixed rate deposit plan (there is no stock market index link, it is not a PRIIP)

“Time to rethink what you think you know about structured products”: Recorded (July 2023) video webinar


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“Time to rethink what you think you know about structured products / SPs: Need; Evidence; & USPs”

Portfolio construction and diversification considerations for a more challenging (and potentially long term, low returns) investment environment.

90 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This video webinar for professional advisers aims to:

  • Discuss the portfolio construction need  to consider structured products
  • Detail the evidence  that structured products work
  • Highlight the significant and important general USPs  of structured products
  • Introduce Tempo Structured Products and highlight the specific USPs  of what we are doing differently

“Structured deposits: Tempo enters the UK structured deposits (and plain vanilla fixed rates) arena”. Recorded (June 2023) video webinar


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“Structured deposits: Tempo enters the UK structured deposits (and plain vanilla fixed rates) arena”

90 minutes CPD

Presented by Chris Taylor, CEO Tempo Structured Products

This informative CPD-accredited video webinar for professional advisers will:

  • Highlight the impact / and opportunities of higher interest rates for savers and investors.
  • Show why optimising the level of interest on clients’ savings is important … and, importantly, possible.
  • Explain the features and benefits of structured deposits.
  • Explain the risks and limitations of structured deposits.
  • Introduce Tempo Structured Products and our new suite of structured deposit plans.
  • Highlight what Tempo does differently as part of our aim of ‘redefining structured products and structured deposits’ for professional advisers and their clients, focusing on ‘doing the right things – and doing simple well’.

“Time to rethink what you think you know about structured products”: Recorded (Dec 2021) video webinar


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“Time to rethink what you think you know about structured products / SPs: Need; Evidence; & USPs”

Portfolio construction and diversification considerations for a more challenging (and potentially long term, low returns) investment environment.

90 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This video webinar for professional advisers aims to:

  • Discuss the portfolio construction need  to consider structured products
  • Detail the evidence  that structured products work
  • Highlight the significant and important general USPs  of structured products
  • Introduce Tempo Structured Products and highlight the specific USPs  of what we are doing differently

“TICS (Tempo Issuer and Counterparty Scorecards)”: Recorded (Mar 2021) video webinar


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“TICS (Tempo Issuer and Counterparty Scorecards)”

A bar-raising resource supporting best-practice professional adviser counterparty research.

75 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This video webinar for professional advisers aims to:

  • Explain TICS (the Tempo Issuer and Counterparty Scorecards), which provides a bar-raising resource supporting best-practice professional adviser counterparty research
  • Highlight the Professional Adviser Academy module 4 ‘Counterparty due diligence’
  • Remind professional advisers of lessons learned from the financial crisis
  • Discuss regulatory expectations of professional advisers using structured products and professional adviser best-practice regarding counterparty research

“The FTSE 100 EWFD”: Recorded (Feb 2021) video webinar


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“The FTSE 100 EWFD”

An introduction to and overview of the FTSE 100 EWFD.

75 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This video webinar for professional advisers aims to:

  • Highlight the principles and academia behind passive investing and smart beta
  • Highlight issues around market capitalisation weighted indexes
  • Overview the FTSE 100 EWFD, developed by FTSE Russell to provide the potential for improved structured product terms
  • Explain the ‘EW’ (equal weight) and ‘FD’ (fixed dividend) features
  • Provide detailed performance comparisons and analysis: including comparisons to the FTSE 100

“Under the bonnet of structured products”: Recorded (Jan 2021) video webinar


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“Under the bonnet of structured products”

What issuing banks may (or may not) do when arranging a structured product.

75 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This video webinar for professional advisers aims to:

  • Unwrap structured products, explaining the building blocks and shining a light on the mathematics behind product terms
  • Explain what a zero coupon bond is; how counterparty financial / credit risk affects product terms; what derivatives are; and why terms on structured deposits are different to capital at risk products

“SPs: Need; Evidence; and USPs”: Recorded (Dec 2020) video webinar


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“SPs: Need; Evidence; & USPs”

Portfolio construction and diversification considerations for a more challenging (and potentially long term, low returns) investment environment.

75 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This video webinar for professional advisers aims to:

    • Discuss the portfolio construction need  to consider structured products
    • Detail the evidence  that structured products work
    • Highlight the significant and important general USPs  of structured products
    • Introduce Tempo Structured Products and highlight the specific USPs  of what we are doing differently