Events

Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.

Join us on June 3rd at the Park House Hotel, Shifnal, TF11 9BA, 9am arrival for a 9:30am start. Breakfast roll, Tea & Coffee will be available. Join James Ramsay – Head of Investment Product Management at Puma Investments (former Head of Tax Advantaged Investments at Allenbridge), where he will look at the recent changes to Inheritance Tax in the context of Business Relief and how these solutions can help reduce your clients IHT liability especially for pension assets. He will also discus how advisers can add additional value to clients through portfolio construction in the BR space, considering Debt vs Equity exposure, Asset Backed versus Enterprise Value BR solutions and other key considerations that need to be made when advising in this area.

Join us on August 14th at the Park House Hotel, Shifnal, TF11 9BA, 9am arrival for a 9:30am start. Breakfast roll, Tea & Coffee will be available. Join L&G and Foresight where we’ll explore recent budget updates, with a special focus on Inheritance Tax (IHT), and pensions strategies. Foresight will discuss changes to IHT with regards the new £1m Business Relief Allowance and look at steps you can be taking with clients now to maximise client’s allowances. Foresight will also present on the IHT changes to pensions from April 2027 and look at case studies on how this impacts clients. L&G will explore the advantages of securing a guaranteed income, particularly at a time when value is at its most competitive since the global financial crisis and how the retirement landscape will change after April 2027.

This webinar will focus on the various FCA statements and publications setting out the revised supervisory agenda for general insurance intermediaries and will cover current FCA reporting requirements on non-financial misconduct, their expectations, press coverage (incl Bloomberg’s findings which still remain relevant), Dame Amanda Blanc’s views and then the assessment of culture, changing behaviour, the key role of senior managers and individual staff conduct rules. We will also look at the new legal duty that firms are subject to from 26 October 2024 to prevent sexual harassment at work. The FCA believe that improvements in firms’ cultures, governance and oversight arrangements will ultimately drive the change that they require - this event will focus on the culture part of the equation. This talk is very much interactive and those attending will be encouraged to share their thoughts (if they wish to) and experiences on the route to cultural maturity, motivators and what a good and healthy culture looks like.

Strong workplace relationships aren’t just nice to have—they’re essential. Research shows that meaningful connections at work boost productivity, engagement, well-being, and overall happiness while reducing stress. Join experienced leadership coaches Heidi Hunter-Cope & Thea Roberts of Ignite Potential for an interactive, practical workshop designed to elevate your relationship-building and stakeholder engagement skills. If you want to enhance your workplace impact, improve collaboration, and build relationships that drive results—this session is for you.