Events

Join a host of our key partners and industry experts at our leading educational and networking exhibition, Mortgage & Protection Live!

Designed specifically for our mortgage and protection firms, Mortgage & Protection Live gives you access to the latest insights and developments in the market.

Building on the success of our H1 events, Mortgage & Protection Live provides you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Plus, there’s even an opportunity to network with local advisers, share your experiences and deepen your knowledge on lender provider criteria.

Don't forget, our events are free to attend for all intermediaries.

Join a host of our key partners and industry experts at our leading educational and networking exhibition, Mortgage & Protection Live!

Designed specifically for our mortgage and protection firms, Mortgage & Protection Live gives you access to the latest insights and developments in the market.

Building on the success of our H1 events, Mortgage & Protection Live provides you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Plus, there’s even an opportunity to network with local advisers, share your experiences and deepen your knowledge on lender provider criteria.

Don't forget, our events are free to attend for all intermediaries.

Join a host of our key partners and industry experts at our leading educational and networking exhibition, Mortgage & Protection Live!

Designed specifically for our mortgage and protection firms, Mortgage & Protection Live gives you access to the latest insights and developments in the market.

Building on the success of our H1 events, Mortgage & Protection Live provides you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Plus, there’s even an opportunity to network with local advisers, share your experiences and deepen your knowledge on lender provider criteria.

Don't forget, our events are free to attend for all intermediaries.

Friendly Societies can offer fantastic solutions for customers, yet are often overlooked.

In this unique webinar, we’re bringing together British Friendly, Cirencester Friendly, The Exeter and Holloway Friendly who will be collectively showcasing the benefits of recommending Friendly Societies to many types of customers and what makes them different.

So join us, and meet the friendly Friendlies!

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our H1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain CPD hours.

Join a host of our key partners and industry experts at our leading educational and networking exhibition, Mortgage & Protection Live!

Designed specifically for our mortgage and protection firms, Mortgage & Protection Live gives you access to the latest insights and developments in the market.

Building on the success of our H1 events, Mortgage & Protection Live provides you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Plus, there’s even an opportunity to network with local advisers, share your experiences and deepen your knowledge on lender provider criteria.

Don't forget, our events are free to attend for all intermediaries.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our H1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain CPD hours.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our H1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain CPD hours.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our H1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain CPD hours.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our H1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain CPD hours.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our H1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain CPD hours.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our H1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain CPD hours.

Designed specifically for our wealth firms, our CII-accredited Wealth Development Days are here to bring you unmissable insights from across the world of investments and pensions.

Building on the success of our H1 events, our Wealth Development Days comprise of a day-long seminar and exhibition, and includes in-depth discussions and sessions with market-leading experts.

Our Wealth Development Days also allow you to network with local advisers, share your experiences, and gain CPD hours.

With 51% of the UK's adult population considered potentially vulnerable, the Financial Conduct Authority (FCA) have placed a huge focus on making sure advisers are showing due regard to customers.

Hosted by our National Learning Manager, Dan Armitage, this Skills Workshop will discuss how to identify vulnerability strategies, how you can improve communications, and how to document these communications in your advice process.

This Skills Workshop is aimed at those in Compliance Officer and MLRO roles, or those aspiring to be involved in future Senior Manager Functions.

Hosted by our National Learning Manager, Dan Armitage, this virtual workshop will focus on the legislation and expectation of each of these management functions.

Book your free place and learn the necessary skills to carry out your new responsibilities with confidence, including practical takeaways for you to implement in your role.

Pension transfer advice is continuing to be under the spotlight as a result of changing expectations or practices. Across the market, retrospective reviews of pension transfer files are indicating quality queries that present questions over advice suitability in pension transfers.

To support you in delivering the best possible advice, join our National Learning Manager, Dan Armitage, as he provides a firmer understanding of how to deliver compliant advice in this complex area.

This Skills Workshop is designed to support you to review your customers files, as well as give you the tools and information that you need to ensure compliant advice practices in the future.

Protection is the cornerstone for any financial advice recommendation.

Hosted by our National Learning Manager, Dan Armitage, this Skills Workshop will provide an update on protection products, statistics, questioning and compliant advice, ensuring you are supporting your customers and giving them the opportunity to make informed choices.

Has your career developed to include responsibility for the training and oversight of others?

Hosted by our National Learning Manager, Dan Armitage, this Skills Workshop will provide you with the tools you need to thrive in your role as a supervisor, and to help get the most out of those around you.

This virtual workshop is designed to enhance your core skills when delivering support to your direct reports to strengthen employee performance and engagement.

Join our National Learning Manager, Dan Armitage, in a Skills Workshop designed for experienced investment and pension advisers.

This virtual workshop will provide you with an insight into the findings of advice file reviews, and support you in enhancing your own methodology and approach with your customers.

By the end of the session you will be able to discuss the key issues discovered by Bankhall’s file checking teams in relation to investment and pension advice, while enhancing your own capability to construct advice files.

Join our National Learning Manager, Dan Armitage, in a Skills Workshop designed for experienced mortgage and protection advisers.

A refresher session on the advice process, this virtual workshop will focus on the best practice principles of advice, and how you can enhance your own methodology and approach to support your customers.

This session will be particularly helpful for those looking to extend their advice portfolio into new product areas, giving you an insight into the findings of advice file reviews.

Do you want to know how to support business owners in the world of protection?

Join our National Learning Manager, Dan Armitage, for a Skills Workshop designed to hone your customer protection skills, ensuring the provision of first-class outcomes.

In this virtual workshop, you will learn more about relevant life insurance, key person insurance, shareholder protection, plus much more.

M&G will provide insight into the role Listed Infrastructure can play in a traditional portfolio, looking at diversification in particular. M&G will bring the asset class to life sharing stories of how infrastructure will need to be utilised to aid climate change, such as building flood barriers, protecting agriculture, and future homes.

Learning Outcomes

Throughout the session you will gain insight into how Listed Infrastructure can complement an investment portfolio from a diversification perspective. Perhaps relevant if you are no longer seeking to hold property as an asset class due to liquidity concerns. The session will also provide interesting stories to share with clients around how listed infrastructure can not only bolster investment returns but support personal objectives around climate change.

This Session will earn you up to 60 mins CPD