Past Events

TALK: The Future of Investing? ESG Webinar with Schroders
03 Jul
Online

TALK: The Future of Investing? ESG Webinar with Schroders

We are delighted to have two guest hosts from Schroders join us for a talk on ESG investing. What exactly […]

Find out more
Fintech World Forum 2020
29 Jun
Online

Fintech World Forum 2020

in London UK Europe as one of leading fintech events 2020 for global financial services, finance and banking technology industry. […]

Find out more
NextGen Conference 2020
25 Jun
Online

NextGen Conference 2020

Everything you were looking forward to from the physical conference but digital. 5 massive themes, 30 speakers, breakout sessions, panel […]

Find out more
Meeting the challenges in retirement in volatile markets
24 Jun
Online

Meeting the challenges in retirement in volatile markets

In this CPD qualifying webinar John Chew (Pension, Tax & Estate Planning Specialist) will cover the following learning objectives: Gain […]

Find out more
Your CPD Year in a Day
23 Jun
Online

Your CPD Year in a Day

Spanning our five conference themes of The Adviser Gap, Innovation, Financial Planning, Financial Wellbeing and Leadership, this day is shaping […]

Find out more
Remote Working & Fintech: Risk and Resilience
19 Jun
Online

Remote Working & Fintech: Risk and Resilience

With remote working the new norm, this series of webinars focus on what businesses can do to ensure they continue […]

Find out more
TALK: DB Updates – everything you need to know about the latest policy statement
19 Jun
Online

TALK: DB Updates – everything you need to know about the latest policy statement

Following the recent publication of policy statement PS20/6, we take a look at the latest changes from the FCA regarding […]

Find out more
Blending Discretionary and Smoother Investment Solutions to Provide Better Client Outcomes
18 Jun
Online

Blending Discretionary and Smoother Investment Solutions to Provide Better Client Outcomes

There are many different investment strategies available to financial advisers for clients in retirement, and picking the right one at […]

Find out more
The Rise of Errors and Omission Claims Against Brokers and Why Broker PI Premiums are Soaring
15 Jun
Online

The Rise of Errors and Omission Claims Against Brokers and Why Broker PI Premiums are Soaring

Broker Professional Indemnity premiums are in many cases doubling which reflect the fact that PI underwriters believe the possibility of […]

Find out more
Bond Withdrawals – Which Way, What’s the Tax and Who Has to Pay?
11 Jun
Online

Bond Withdrawals – Which Way, What’s the Tax and Who Has to Pay?

Onshore and Offshore insurance bonds have been a staple part of financial planning for decades.  And like all investments, there […]

Find out more
Howwow Online: Estate Planning Processes and Procedures
11 Jun
Online

Howwow Online: Estate Planning Processes and Procedures

In this Howwow special, we’ve asked John Bunker, consultant with Irwin Mitchell, freelance legal and tax trainer and contributor and […]

Find out more
Add your event to our calendar (it's completely free!)

Contact us


Part of the Verve Group

Design by Tony McBride, website by Outlines Design.