Forthcoming events

All forthcoming events

Maximising client protection in a softening market

  • Mon 12 Jan 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

There are significant gaps in most client’s insurance portfolios, and this presentation will explain how these gaps can best be filled.

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Motor Trade – Risk Management Challenges

  • Thu 15 Jan 1:00 pm – 2:00 pm
  • Online
    • David Hole, Nick Thomas & Associates

A challenging class of insurance business for brokers relates to motor trade risks. Persuading many motor traders that they would benefit from a methodical approach to risk management is sometimes easier said than done.

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Post-Budget Insights Lunch

  • Thu 29 Jan 12:00 pm – 2:00 pm
  • Hotel Du Vin
    • David Denton FPFS TEP, Quilter Cheviot

Now that the dust has settled on the Chancellor’s latest Budget, advisers are turning their attention from headlines to the real-world implications. This exclusive lunch will bring together 30 advisers for an interactive discussion on the practical impact of Budget changes — from tax policy shifts to regulatory updates — and how these developments may affect client advice, planning strategies, and business decisions in 2026.

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