Events

Our CPD accredited events and workshops support you in understanding the changing face of retirement. They're designed to help financial advisers like you to broaden your knowledge, expand your client base and grow your business.

Upcoming events

Compliance - Peer Forum | 12 September

Are you a compliance manager responsible for implementing the correct procedures and processes to allow your business to provide advice on lifetime mortgages? We can help you prepare.

At the end of this workshop the aim is for you to have a better understanding of the market and the protection that now exists, how lifetime mortgage clients may differ from your usual client base and our distribution oversight model.

Re-thinking Retirement | 17 September

Retirement has changed – a carriage clock retirement no longer exists and a one product approach is no longer relevant. Retirement is far from the ‘colourless’ label that we appear to have given it.  

In this 90 minute CPD event, we’ll assess how retirement has changed, what this means for retirement planning and how a multitude of solutions can help achieve your clients’ objectives.

Setting the foundations workshop | 25 September

After qualifying, we know that it can sometimes feel daunting to take the leap into advising on lifetime mortgages. We want to help you in making this transition as simple and easy as possible.

In this one day CPD workshop we'll give you the confidence to manage the process through 'fact find' and conveyancing to securing your first lifetime mortgage client.