Forthcoming events
All forthcoming events
Budget Updates, Inheritance Tax, Pensions & Annuities
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.
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FCA Focus on Culture & Behaviour in General Insurance
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.
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Mastering Workplace Relationships
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.
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Maximising Client Success: Investment Trends & Strategies for Smarter Wealth Management
This 1 hour Webinar will focus on Investment Trends & Strategies for Smarter Wealth Management. Presented by Redington. Founded in 2006, Redington are an independent, B-Corp-certified investment consultancy, with a mission to help make 100m people financially secure for benefit of people and planet. Redington provide outcome-orientated advice, research, and technology to investors across the UK and Europe. Redington’s expertise is in providing innovative, institutional-strength investment solutions to clients, helping them deliver better outcomes for their end beneficiaries.
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Business Writing Skills
This fully interactive live webinar focuses on the importance and impact of clear, concise writing in a business context. During the session, we’ll cover: • How to structure effective emails and letters • The importance of Plain English for clarity and ease of understanding • Tips and techniques for improving business communication Throughout the session, there will be hands-on group activities to reinforce learning, and plenty of opportunities for you to ask questions. To ensure full participation and an engaging experience, microphones, webcams, and active delegate involvement will be required.
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