Events
Forthcoming events
Business Protection Workshop (90 -120 mins)
Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General
The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited.
Thu 11 Jun 9:30 am – 11:30 am
General Investments vs. Onshore and International Bonds
Live webinar - hosted by Cathy Russell of Canada Life
- This session will compare the benefits of General Investment structures with onshore bonds and international (offshore) bonds.
Tue 16 Jun 10:30 am – 11:30 am
Death Benefit Planning Opportunities Webinar
Live webinar - hosted by Jamie Clark of Old Mutual Wealth
- Review of planning opportunities provided by pension death benefits
Wed 17 Jun 11:00 am – 11:45 am
Contingent Charging FCA PS20/6
Live webinar - hosted by Gareth Davis of Scottish Widows
- Reviewing the recent FCA Policy Statement on Contingent Charging (PS 20/6)
Tue 30 Jun 2:00 pm – 3:00 pm
2020 Autumn Conference
Retirement & Investment-themed conference.
Thu 24 Sep 9:00 am – 3:00 pm
Royal Victoria, Crowne Plaza, Sheffield
AF5 (Financial Planning Process) training course - October 2020 Exam
**Rearranged date**
AF5 (Financial Planning Process) Exam Study Day
Fri 02 Oct 9:00 am – 4:30 pm
Steve Davis, The Financial Adviser Academy
Previous events
Behavioural Biases in Equity Investing
Live webinar - hosted by Emma Mogford of Newton Investment Management.
- Considering how to overcome the inherent biases in equity investment, especially in a crisis.
Wed 03 Jun 10:30 am – 11:30 am
Income Drawdown - the Good the Bad & the Ugly
Live webinar - hosted by Craig Muir of Royal London Asset Management
- Considering how to overcome the inherent biases in equity investment.
Tue 02 Jun 2:00 pm – 3:00 pm
The Advantage of Advice
Live webinar - hosted by Angie Staunton of Vanguard Asset Management
- Considering how to quantify the value of advice provided to clients.
Thu 28 May 2:00 pm – 3:00 pm
Business Protection Workshop (90 -120 mins)
Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General
The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited.
Wed 27 May 9:30 am – 11:30 am
The Perfect Storm - How capacity is disappearing fast from the UK insurance market
Alan Chandler, who has recently delivered the very well received BI and Covid-19 sessions will be providing this webinar on exploring why capacity is draining out of the UK insurance market, and why we are moving into a very hard market where niche covers will be difficult to place.
Important Information:
The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.
Thu 21 May 1:00 pm – 2:00 pm
Alan Chandler, Alan Chandler Training
The Inescapable Truths of Disruption, Income and Modern Life
Live webinar - hosted by Stuart Podmore of Schroder Asset Management
- Reviewing alternative methods of income generation
Thu 21 May 10:30 am – 11:15 am