Events

Our events are designed to provide you with topical content, and give you the opportunity to network with your peers, and to share your feedback.

Register your interest for 2022/2023

Upcoming Events

 

Plan in some CPD webinars, catch up on industry information and research or take us up on the opportunity to discuss your feedback with us. Sign up today or keep an eye out for new dates as we launch them. 

 

Responsible Investing Masterclass

Responsible Investing is an increasingly central part of advice provision. So we’re getting together with experts to help you to know your ethical from impact – and to help you put it all in to practice.

Paraplanners Assembly

Find out more about this upcoming Paraplanner Assembly on CRPs and consumer duty

 

 

Catch up on past events

 

Whether it’s content from our exclusive roadshows, or CPD webinars, catch up on what you’ve missed.

 

Paraplanner Events 2022

Check out our series of CPD webinar recordings and support materials on topics such as Trusts, IHT, Tax and CRPs.

 

Paraplanner Events 2021

Check out our series of CPD webinar recordings and support materials on topics ranging from PROD to building CIPs and CRPs and taxation.

Paraplanner Events 2020

Catch up on the series of CPD webinar recordings and support materials on topics ranging from PROD to building CIPs and CRPs and taxation.

Sustainable Retirement Roadshow

Experts Mark Polson, Sir Steve Webb and Sarah Pennells joined us to share their insights and lead our debate.