Forthcoming events

This month

Live Webinar - Business Protection Workshop (June 2020)

  • Thu 11 Jun 9:30 am – 11:30 am

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.

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Live Webinar - General investments vs. Onshore bond vs. International bonds

  • Tue 16 Jun 10:30 am – 11:30 am

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.

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Live Webinar - Death Benefit Planning Opportunities (45mins)

  • Wed 17 Jun 11:00 am – 11:45 am

Live webinar - hosted by Jamie Clark of Old Mutual Wealth - Review of planning opportunities provided by pension death benefits

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Live Webinar - Contingent Charging Update FCA PS 20/6

  • Tue 30 Jun 2:00 pm – 3:00 pm

Live webinar - hosted by Gareth Davis of Scottish Widows - Reviewing the recent FCA Policy Statement on Contingent Charging (PS 20/6)

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All forthcoming events

2020 Autumn Conference

  • Thu 24 Sep 9:00 am – 3:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield

Retirement & Investment-themed conference.

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AF5 (Financial Planning Process) training course - October 2020 Exam

  • Fri 02 Oct 9:00 am – 4:30 pm
  • AMP
    • Steve Davis, The Financial Adviser Academy

**Rearranged date** AF5 (Financial Planning Process) Exam Study Day

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