Previous events

All previous events

Webinar - Fire & Fury, when disaster struck: What happened next?

  • Tue 15 Sep 9:45 am – 3:15 pm
    • With support from, DAC Beachcroft

Following on from last year's successful regional seminar, we're pleased to announce the second chapter focusing on the civil, fraud and criminal aspects of the disaster case-study. It promises to be a fascinating session, culminating in a mock-trial

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Webinar- Business Interruption Insurance - all you need to know, explained in plain English

  • Fri 07 Aug 1:00 pm – 3:00 pm
    • Alan Chandler, Alan Chandler Training

Presented by Alan Chandler, one of the UK's most popular insurance presenters, Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from BI and show how, in his easy to understand style, you can get this cover on a correct footing going forward. 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.

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Live Webinar - Retirement Income: Strategies to Manage Underspend and Overspend Risks

  • Wed 22 Jul 10:30 am – 11:15 am

Live webinar - hosted by Jeremy Martin of Canada Life - Reviewing the wider range of advice options for those at or approaching retirement.

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Live Webinar - Debunking the Common Myths surrounding Structured Products

  • Thu 16 Jul 10:30 am – 11:15 am

Live webinar - hosted by Wayne Harding of Investec - Identifying common misconceptions relating to Structured Products

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FCA Event - Q&A with Gordon Findlay

  • Tue 14 Jul – Wed 22 Jul

An opportunity to submit a question/s to the FCA on the impact of COVID-19 on the mortgage professionals and their clients.

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Webinar- The Rise of Errors & Omission Claims against Brokers and Why Broker PI Premiums Are Soaring

  • Mon 06 Jul 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Training

Alan Chandler, who is widely regarded as one of the leading trainers and presenters within the UK, will provide a number of examples of how the tide of litigation is turning against insurance brokers and what they need to do to mitigate their E&O risks. 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.

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Live Webinar - Defined Benefit Pension Transfer Advice - Update on Contingent Charging FCA PS 20/06

  • Tue 30 Jun 2:00 pm – 3:00 pm

Live webinar - hosted by Gareth Davies of Scottish Widows with live Q&A with Mark Goold and Sandra Graham of FCA - Reviewing the recent FCA Policy Statement on Pension Transfer Advice (PS 20/06)

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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 - 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 - 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 - Behavioural Biases in Equity Investment

  • Wed 03 Jun 10:30 am – 11:30 am

Live webinar - hosted by Emma Mogford of Newton Investment Management. - Considering how to overcome the inherent biases in equity investment, especially in a crisis.

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Live Webinar - Income Drawdown - The Good the Bad & the Ugly

  • Tue 02 Jun 2:00 pm – 3:00 pm

Live webinar - hosted by Craig Muir of Royal London Asset Management - Considering how to overcome the inherent biases in equity investment.

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Live Webinar - The Advantage of Advice

  • Thu 28 May 2:00 pm – 3:00 pm

Live webinar - hosted by Angie Staunton of Vanguard Asset Management - Considering how to quantify the value of advice provided to clients.

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Live Webinar - Business Protection Workshop (May 2020)

  • Wed 27 May 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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Webinar- The Perfect Storm - How capacity is disappearing fast from the UK insurance market

  • Thu 21 May 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Training

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.

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Live Webinar - The Inescapable Truths of Disruption, Income and Modern Life (45 mins)

  • Thu 21 May 10:30 am – 11:15 am

Live webinar - hosted by Stuart Podmore of Schroder Asset Management - Reviewing alternative methods of income generation

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Live Webinar - Principles of ESG investing during and after Coronavirus (45 mins)

  • Tue 19 May 11:00 am – 11:45 am

Live webinar - hosted by Graham Findlay of BMO Global Asset Management - Considering the principles of ESG investment, reviewing the impact of Coronavirus on your investment process.

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Live Webinar - Business Relief Workshop (90 mins inc. group work)

  • Fri 15 May 11:00 am – 12:30 pm

Live webinar - hosted by Anne Slater-Brooks of Triplepoint Consulting The session will provide an update on Business Relief following the March 2020 Budget and will identify planning opportunities with this allowance, and including an interactive workshop element.

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Live Webinar - Offshore Bonds: the Best of Both Worlds (60 mins)

  • Tue 12 May 10:30 am – 11:30 am

Live webinar - hosted by Cathy Russell of Canada Life - This session will review the various types, features and differing benefits of the use of offshore bonds within the planning process.

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Live Webinar - What does 5MLD means for Trustees? (45 mins)

  • Mon 11 May 2:00 pm – 2:45 pm

Live webinar - hosted by Anne Slater-Brooks of Triplepoint Consulting - The session will provide a legislative update regarding the 5th Money Laundering Directive and how this will impact on estate planning.

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