Forthcoming events
This month

Corporate Financial Protection: A Growth Opportunity for Advisers
Summary Unexpected events such as the death or critical illness of a business owner, director, or key employee can have devastating financial and operational consequences for a company. It is therefore crucial to help clients understand these risks and put in place effective protection strategies that safeguard both their business and their people. Join us for an in-depth webinar designed to equip financial professionals with the knowledge and tools to deliver impactful business protection advice. We'll cover the core solutions every adviser should be discussing with corporate clients, including: 1. Shareholder Protection: Providing financial security and stability when a shareholder dies or becomes critically ill. 2. Key Person Insurance: Protecting business profitability and continuity in the event of the loss or serious illness of vital employees. 3. Relevant Life Policies: Delivering tax-efficient life cover for directors and key staff. You’ll learn how to identify client needs, position the right solutions, and overcome common objections — all while strengthening client relationships and unlocking new advice opportunities. Whether you're new to business protection or looking to sharpen your existing approach, this session will give you practical, actionable insights to grow your business and deliver exceptional value to clients. Our Speaker David Cunningham is a Protection Specialist for Royal London, with over 15 years’ experience in financial services. David is a protection specialist focusing on supporting intermediaries predominantly with corporate and estate planning. Register now to secure your place. Joining details will be emailed to all registered attendees ahead of the event.
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From Surviving to Thriving: Post-Burnout Recovery and Prevention
This session addresses the realities of burnout and offers a roadmap for recovery and prevention. Attendees will learn to identify early warning signs, implement restorative habits, and build lasting resilience for themselves and their teams. Book now to register for this event. An email with the webinar joining link will be sent to all registered attendees in advance of the event. Our speaker Steven Heath - Founder & Director, Mental Health in Business, Trainer, MHFA Instructor Steve is a director at Mental Health in Business and an outstanding trainer and speaker, known for his engaging approach as a Mental Health First Aid (MHFA) instructor. He is deeply passionate about workplace wellbeing, bringing challenging topics to life through powerful insights drawn from his own lived experience with poor mental health. Steve is also a qualified Clarity coach and a SOURCE Process & Breathwork therapist, with extensive experience working both one-to-one and with groups. His holistic approach and commitment to empowering others make him a sought-after voice in the field of workplace mental health and wellbeing.
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