Welcome to the financial adviser training programme

For financial advisers only

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We provide financial adviser training at local roadshows, tradeshows and conferences.  We also run online webinars and have a comprehensive range of support materials to complement your studies and help support your continuing professional development.

Training and education events

Our training events are available to all advisers, but places are limited for our face-to-face events and are on a first come, first served basis as a result.

If you’d like to request training that isn’t listed in our calendar below, please let us know and we’ll consider your request.

2017

Organiser Event Date Subject matter Audience
The Right Mortgage and Protection network New member training, Solihull 10/01/2017 A days training encompassing sales processes, compliance and commission system training. Open to all advisers actively recommending protection solutions.
Organiser Event Date Subject matter Audience
Intrinsic Masterclasses, Bristol 21/02/2017 Inheritance and Trust Financial Advisers
Bankhall Professional Developments, Chepstow 21/02/2017 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
Intrinsic Masterclasses, Warrington 22/02/2017 Inheritance and Trust Financial Advisers
Bankhall Professional Developments, Chepstow 22/02/2017 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
Paradigm Protect Paradigm Specialist Protection Training, Newton Le Willows 23/02/2017 Protecting retirement income and subsequent legacy, and the financial impact of life changing events Open to all advisers actively engaged in protection
Bankhall Professional Developments, Kegworth 23/02/2017 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial advisers
Bankhall Professional Developments, Durham 28/02/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial advisers
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Organiser Event Date Subject matter Audience
Bankhall Professional Developments, Wakefield 01/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
PMS Mortgage Extra Live, Birmingham 02/03/17 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Bankhall Professional Developments, Knutsford 02/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
PMS / Sesame Mortgage Extra Live, Chepstow 07/3/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Intrinsic Masterclasses, London 07/03/2017 Inheritance and Trust Financial Advisers
PMS / Sesame Mortgage Extra Live, Botley 08/03/2017 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2017 Open to all advisers actively engaged in protection
Intrinsic Masterclasses, Solihull 08/03/2017 Inheritance and Trust Financial Advisers
Bankhall Professional Developments, Cambridge 08/03/2017 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
Aegon Live Budget webinar 09/03/17 Live Budget webinar – In partnership with Cofunds, you can listen to experts from Technical Connection give a brief roundup of the 2017 Spring Budget. Register here now. Financial Advisers
Bankhall Professional Developments, Allesley 09/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
Paradigm Protect Paradigm Specialist Protection Training, Chilworth 09/03/17 Protecting retirement income and subsequent legacy, and the financial impact of life changing events Open to all advisers actively engaged in protection
Bankhall Professional Developments, Felbridge 14/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
2Plan Protection Masterclass, Bristol 15/03/17 The big advice opportunity - Continuity planning Financial Advisers
Aegon Webinar 15/03/17 The big advice opportunity – Continuity planning part 1 - Register now Financial Advisers
Bankhall Professional Developments, Watford 15/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
2Plan Protection Masterclass, Leeds 16/03/17 The big advice opportunity - Continuity planning Financial Advisers
Bankhall Professional Developments, Farnham 16/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
Bankhall Professional Developments, Belfast 21/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
2Plan Protection Masterclass, Edinburgh 22/03/17 The big advice opportunity - Continuity planning Financial Advisers
Bankhall Professional Developments, Bellshill 23/03/17 Market Overview – Political, Economic, Social and Technological trends and their impact on the adviser market Financial Advisers
The Right Mortgage Network Protection Workshop, Newbury 23/03/17 A days training in the latest protection client solutions including sourcing and propositional developments Open to all advisers actively engaged in protection
2Plan Protection Masterclass, London 28/03/17 The big advice opportunity - Continuity planning Financial Advisers
Paradigm Protect Paradigm Specialist Protection Training, Cobham 28/03/17 Protecting retirement income and subsequent legacy, and the financial impact of life changing events Open to all advisers actively engaged in protection
Organiser Event Date Subject matter Audience
Paradigm Protect Paradigm Specialist Protection Training, Cardiff 05/04/17 Protecting retirement income and subsequent legacy, and the financial impact of life changing events Open to all advisers actively engaged in protection
Aegon Webinar 25/04/17 The big advice opportunity - Continuity planning part 2 Register now Financial Advisers
2Plan Professional Developments, Edinburgh 25/04/17 Aegon proposition to 2Plan advisers Financial Advisers
2Plan Professional Developments, Leeds 27/04/17 Aegon proposition to 2Plan advisers Financial Advisers
2Plan Professional Developments, Manchester 28/04/17 Aegon proposition to 2Plan advisers Financial Advisers
Organiser Event Date Subject matter Audience
2Plan Professional Developments, Birmingham 03/05/17 Aegon proposition to 2Plan advisers Financial Advisers
2Plan Professional Developments, Bristol 04/05/17 Aegon proposition to 2Plan advisers Financial Advisers
2Plan Professional Developments, Chesterfield 05/05/17 Aegon proposition to 2Plan advisers Financial Advisers
Intrinsic Masterclass, Warrington 08/05/17 DC to DB transfers Financial Advisers
Intrinsic Masterclass, Leeds 09/05/17 DC to DB transfers Financial Advisers
2Plan Professional Developments, ETC venues, Eastcheap 10/05/17 Aegon proposition to 2Plan advisers Financial Advisers
Intrinsic Masterclass, Leicester 10/05/17 DC to DB transfers Financial Advisers
2Plan Professional Developments, Fareham 11/05/17 Aegon proposition to 2Plan advisers Financial Advisers
Intrinsic Masterclass, Cambridge 15/05/17 DC to DB transfers Financial Advisers
2Plan Professional Developments, Newmarket 16/05/17 Aegon proposition to 2Plan advisers Financial Advisers
Intrinsic Masterclass, Bristol 16/05/17 DC to DB transfers Financial Advisers
Intrinsic Masterclass, Airth 17/05/17 DC to DB transfers Financial Advisers
Intrinsic Masterclass, London 18/05/17 DC to DB transfers Financial Advisers
Aegon Webinar 23/05/17 The big advice opportunity webinar – succession planning - Register now Financial Advisers
Organiser Event Date Subject matter Audience
Intrinsic Financial Services Limited Protection Roadshow, Coventry 06/06/17 Understanding claims Financial advisers
Tenet Professional development meeting, Sheffield 06/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, London 07/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Bristol 08/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Colchester FC 08/06/17 Understanding claims Financial advisers
Tenet Professional development meeting, Belfast 08/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, East Grinstead 09/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Templepatrick 09/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Harrogate 12/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Exeter 12/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Knutsford 13/06/17 Understanding claims Financial advisers
Tenet Professional development meeting, Cumbernauld 13/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Airth Castle 14/06/17 Understanding claims Financial advisers
Intrinsic Financial Services Limited Protection Roadshow, Southampton FC 14/06/17 Understanding claims Financial advisers
In-Partnership Investments & Pensions, Lingfield 14/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, Leeds 15/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
In-Partnership Investments & Pensions, Belfast 15/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
SIFA SIFA iConference 15-16/06/17

To access the on-line booking formon SIFA’s website

View SIFA’s programme schedule

View the Workshops Summary

View SIFA’s Business Development Workshops summary

Financial advisers
In-Partnership Investments & Pensions, Scotland 20/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, Manchester 20/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, Gloucester 21/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, Southampton 22/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Sense Webinar 27/06/17 Platform Due Diligence Register Financial advisers
Tenet Professional development meeting, Reading 27/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
In-Partnership Investments & Pensions, Huddersfield 28/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, London Wembley 28/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
In-Partnership Investments & Pensions, Peterborough 29/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
In-Partnership Investments & Pensions, Winchester 29/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Tenet Professional development meeting, Nottingham 29/06/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Organiser Event Date Subject matter Audience
Personal Finance Society

Regional Conferences, Kent, Read more about this on the PFS website

04/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
In-Partnership Investments & Pensions, Wales 05/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Personal Finance Society

Regional Conferences, Surrey, Read more about this on the PFS website

05/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Sussex, Read more about this on the PFS website

06/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
In-Partnership Investments & Pensions, London 06/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Sense Keynote workshops, Knutsford 11/07/17 Pension Accumulation Keynote Register Financial advisers
Tenet Professional development meeting, Exeter 11/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Personal Finance Society

Regional Conferences, East Midlands, Read more about this on the PFS website

11/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Birmingham, Read more about this on the PFS website

12/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Tenet Professional development meeting, Glamorgan 12/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Sense Keynote workshops, London 13/07/17 Pension Accumulation Keynote Register Financial advisers
Tenet Professional development meeting, Birmingham 13/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Personal Finance Society

Regional Conferences, Staffs and Shrops, Read more about this on the PFS website

13/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Intrinsic Financial Services Limited Masterclasses, Leeds 17/07/17 Inheritance and Trust Financial advisers
Sense Keynote workshops, Leeds 18/07/17 Pension Accumulation Keynote Register Financial advisers
Intrinsic Financial Services Limited Masterclasses, Cumbernauld 18/07/17 Inheritance and Trust Financial advisers
Tenet Professional development meeting, Maidstone 18/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Personal Finance Society

Regional Conferences, Herts and Middlesex, Read more about this on the PFS website

18/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Sense Keynote workshops, Kettering 19/07/17 Pension Accumulation Keynote Register Financial advisers
Tenet Professional development meeting, London Central 19/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Personal Finance Society

Regional Conferences, Thames Valley, Read more about this on the PFS website

19/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Sense Keynote workshops, Fareham 20/07/17 Pension Accumulation Keynote Register Financial advisers
Personal Finance Society

Regional Conferences, London, Read more about this on the PFS website

20/07/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Intrinsic Financial Services Limited Masterclasses, Swindon 20/07/17 Inheritance and Trust Financial advisers
Tenet Professional development meeting, Bishops Stortford 20/07/17 The Key Regulatory themes of 2017 and advice implications Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, Tortworth 24/07/17 Circle of trust Financial advisers
Intrinsic Financial Services Limited Masterclasses, London 25/07/17 Inheritance and Trust Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, Winchester 26/07/17 Circle of trust Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, Templepatrick 27/07/17 Circle of trust Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, London 31/07/17 Circle of trust Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, Hinckley 02/08/17 Circle of trust Financial advisers
Intrinsic Financial Services Limited Summer Sizzler, Stretton 03/08/17 Circle of trust Financial advisers
Personal Finance Society

Regional Conferences, Manchester, Read more about this on the PFS website

04/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Yorkshire, Read more about this on the PFS website

05/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Haydock, Read more about this on the PFS website

06/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, South Wales, Read more about this on the PFS website

07/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Bristol and Cheltenham, Read more about this on the PFS website

08/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, North Scotland, Read more about this on the PFS website

12/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Central Scotland, Read more about this on the PFS website

13/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Tyne Tees, Read more about this on the PFS website

14/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, London 2, Read more about this on the PFS website

18/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Stamford 2, Read more about this on the PFS website

19/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Norfolk, Read more about this on the PFS website

20/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Essex, Read more about this on the PFS website

21/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Plymouth & Cornwall, Read more about this on the PFS website

25/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Exeter and North Devon, Read more about this on the PFS website

26/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Hants and Dorset, Read more about this on the PFS website

27/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, NI, Read more about this on the PFS website

28/09/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers
Personal Finance Society

Regional Conferences, Isle of Man, Read more about this on the PFS website

03/10/17 The evolution of platforms – and how this creates opportunity for advisers Financial advisers

2016

Organiser Event Date Subject matter Audience
In Partnership Protection Roadshows, Lingfield 01/12/2016 Protection workshops Mortgage Advisers
Paradigm Protect Paradigm Specialist Protection Training, Kennford 01/12/2016 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2016. Furthermore, the sessions will include:
  • Protection opportunities for clients wishing to secure their retirement and subsequent legacy
  • A discussion on the financial impact of potentially life changing events during the wealth accumulation
Open to all advisers actively engaged in protection
Compliance First Professional Development Event, Edinburgh 07/12/2016 Secure retirement income Financial Advisers
Compliance First Professional Development Event, Durham 08/12/2016 Secure retirement income Financial Advisers
Compliance First Professional Development Event, Falkirk 13/12/2016 Secure retirement income Financial Advisers
Compliance First Professional Development Event, Aberdeen 14/12/2016 Secure retirement income Financial Advisers
Compliance First Professional Development Event, Glasgow 15/12/2016 Secure retirement income Financial Advisers
Organiser Event Date Subject matter Audience
In Partnership Protection Roadshows, Winchester 01/11/2016 Protection workshops Mortgage Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Bristol 01/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
In Partnership Protection Roadshows, London 02/11/2016 Protection workshops Mortgage Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Manchester 02/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Leeds 03/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
St James’s Place Protection Roadshow, Kensington 03/11/2016 Income Protection Financial Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Solihull 07/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
In Partnership Protection Roadshows, Celtic Manor 08/11/2016 Protection workshops Mortgage Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Airth 09/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
In Partnership Protection Roadshows, Stirling 10/11/2016 Protection workshops Mortgage Advisers
Intrinsic Financial Services Advanced Retirement Masterclasses, Belfast 10/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
Paradigm Protect Paradigm Mortgage and Protection, Colchester 10/11/2016 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2016 Open to all advisers actively engaged in protection
The Right Mortgage and Protection Network New member training, Solihull 10/11/2016 A days training encompassing sales processes, compliance and commission systems training. Open to all advisers actively recommending protection solutions
Intrinsic Financial Services Advanced Retirement Masterclasses, Gatwick 11/11/2016 Expression of Wish and Pension Death Benefits Financial Advisers
St James’s Place Protection Roadshow, Warwick 14/11/2016 Income Protection Financial Advisers
In Partnership Protection Roadshows, Peterborough 17/11/2016 Protection workshops Mortgage Advisers
In Partnership Protection Roadshows, Huddersfield 22/11/2016 Protection workshops Mortgage Advisers
In Partnership Protection Roadshows, Belfast 30/11/2016 Protection workshops Mortgage Advisers
Organiser Event Date Subject matter Audience
Tenet Edinburgh 4/10/2016 Flexi-access drawdown Financial advisers
Homeloan Partnership Autumn development conferences, Manchester 5/10/2016 A training and development day supported by key lenders and providers from the Financial services market Open to principals and advisers actively recommending protection solutions
Tenet Durham 5/10/2016 Flexi-access drawdown Financial advisers
Tenet Leeds 6/10/2016 Flexi-access drawdown Financial advisers
Paradigm Protect Paradigm Specialist Protection Training Event, Cardiff 11/10/2016 Providers will be presenting their USP's and discussing key areas to help you do more business with them in 2016.
The sessions will include:
  • Protection opportunities for clients wishing to secure their retirement and subsequent legacy
  • A discussion on the financial impact of potentially life changing events during the wealth accumulation
Open to advisers actively engaged in protection
Homeloan Partnership Autumn development conferences, Bristol 11/10/2016 A training and development day supported by key lenders and providers from the Financial services market Open to principals and advisers actively recommending protection solutions
Tenet Exeter 11/10/2016 Flexi-access drawdown Financial advisers
Homeloan Partnership Autumn development conferences, Milton Keynes 12/10/2016 A training and development day supported by key lenders and providers from the Financial services market Open to principals and advisers actively recommending protection solutions
Tenet Glamorgan 12/10/2016 Flexi-access drawdown Financial advisers
Tenet Birmingham 13/10/2016 Flexi-access drawdown Financial advisers
Intrinsic Financial Services An introduction to Business Protection, Antrim 18/10/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Intrinsic Financial Services An introduction to Business Protection, Newton Abbott 18/10/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Southampton 18/10/2016 Flexi-access drawdown Financial advisers
Intrinsic Financial Services An introduction to Business Protection, Stirling 19/10/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Intrinsic Financial Services An introduction to Business Protection, Cardiff 19/10/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Gloucester 19/10/2016 Flexi-access drawdown Financial advisers
Intrinsic Financial Services An introduction to Business Protection, London 20/10/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Manchester 20/10/2016 Flexi-access drawdown Financial advisers
Homeloan Partnership Autumn development conferences, Crawley 25/10/2016 A training and development day supported by key lenders and providers from the Financial services market Open to principals and advisers actively recommending protection solutions
Intrinsic Financial Services Advanced Retirement Masterclasses, London 31/10/2016 Expression of Wish and Pension Death Benefits Financial Advisers
Organiser Event Date Subject matter Audience
Tenet Belfast 15/9/2016 Flexi-access drawdown Financial advisers
The Right Mortgage and Protection Network New member training. Old Bank House, Solihull 15/9/2016 A days training encompassing sales processes, compliance and commission systems training. Open to advisers actively recommending protection solutions
Intrinsic Financial Services An introduction to Business Protection, Colchester 19/9/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Intrinsic Financial Services An introduction to Business Protection, Manchester 19/9/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Intrinsic Financial Services An introduction to Business Protection, London 20/9/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Maidstone 20/9/2016 Flexi-access drawdown Financial advisers
Intrinsic Financial Services An introduction to Business Protection, Southampton 21/9/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Bishops Stortford 21/9/2016 Flexi-access drawdown Financial advisers
Intrinsic Financial Services An introduction to Business Protection, Solihull 22/9/2016 An introduction to the technicalities surrounding corporate protection of the individual and how to position with the client. The session will include how to identify the need for, and explain the benefits of key aspects of corporate protection including shareholder, key person and relevant life Open to advisers actively recommending protection solutions and those wishing to develop into the corporate market
Tenet Sheffield 22/9/2016 Flexi-access drawdown Financial advisers
Tenet Reading 27/9/2016 Flexi-access drawdown Financial advisers
Tenet London 28/9/2016 Flexi-access drawdown Financial advisers
Tenet Nottingham 29/9/2016 Flexi-access drawdown Financial advisers
Organiser Event Date Subject matter Audience
Intrinsic Antrim 02/8/2016 The Aegon protection proposition Financial advisers
Intrinsic London 03/8/2016 The Aegon protection proposition Financial advisers
Organiser Event Date Subject matter Audience
Intrinsic Summer Sizzlers London 12/7/2016 Understanding the claims process Financial advisers
Paradigm Protect Chilworth 12/7/2016 Providers will be presenting their USP's and discussing key areas in Protection. The sessions will include:
  • Protection opportunities for clients wishing to secure their retirement and subsequent legacy
  • A discussion on the financial impact of potentially life changing events during the wealth accumulation
Open to all advisers actively engaged in protection.
Intrinsic Summer Sizzlers Stratford-upon-Avon 13/7/2016 Understanding the claims process Financial advisers
Paradigm Protect Cobham 13/7/2016 Providers will be presenting their USP's and discussing key areas in Protection. The sessions will include:
  • Protection opportunities for clients wishing to secure their retirement and subsequent legacy
  • A discussion on the financial impact of potentially life changing events during the wealth accumulation
Open to all advisers actively engaged in protection.
Intrinsic Summer Sizzlers Warrington 19/7/2016 Understanding the claims process Financial advisers
Sense Network July webinar 20/7/2016 The Platform Due Diligence July webinar Financial advisers
Organiser Event Date Subject matter Audience
The Right Mortgage and Protection Network New member training, Solihull 09/6/2016 Training encompassing sales processes, compliance and commission systems training Financial advisers
Aegon Safeguard your clients' and your income - Belfast 14/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Sense Network Limited Pensions and Retirement Options Keynote Workshop, Knutsford 14/6/2016 Pensions and Retirement Financial advisers
Aegon Safeguard your clients' and your income - Cardiff 15/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Sense Network Limited Pensions and Retirement Options Keynote Workshop, Leeds 15/6/2016 Pensions and Retirement Financial advisers
SIFA i-Conference Towcester 16/6/2016 Flexi Access Drawdown or Fear and Deprivation? Financial advisers
Aegon Safeguard your clients' and your income - Bristol 21/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Glasgow 21/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Norwich/Norfolk 21/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Sense Network Limited Pensions and Retirement Options Keynote Workshop, Fareham 21/6/2016 Pensions and Retirement Financial advisers
Aegon Safeguard your clients' and your income - Haydock 22/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Sense Network Limited Pensions and Retirement Options Keynote Workshop, Kettering 22/6/2016 Pensions and Retirement Financial advisers
Paradigm Protect Belfast 23/6/2016 Presenting the USP's and discussing key areas to help generate more business in 2016. Financial advisers actively engaging in protection
Aegon Safeguard your clients' and your income - Lytham, Aegon office 23/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - St Albans 23/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Leeds 28/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Guildford 29/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Nottingham/Derby 29/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - London, Aegon Office 30/6/2016 (A.M.) Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - London, Aegon Office 30/6/2016 (P.M.) Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Aegon Safeguard your clients' and your income - Milton Keynes 30/6/2016 Enhance your understanding and increase your business sales opportunities Business owners/directors/writers
Organiser Event Date Subject matter Audience
Tenet Business Focus Event, Nantwich 05/5/2016 Pensions: The only constant is change Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, London 09/5/2016 Tapering Annual Allowance Financial advisers
Charles Derby Newcastle 10/5/2016 Platform Process Guidance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Warwick 10/5/2016 Tapering Annual Allowance Financial advisers
Paradigm Protect New member training, Hinckley 10/5/2016 Enhance your understanding and increase your business sales opportunities Financial advisers
Charles Derby Sheffield 11/5/2016 Platform Process Guidance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Manchester 11/5/2016 Tapering Annual Allowance Financial advisers
The Right Mortgage and Protection Network New member training, Solihull 11/5/2016 Training encompassing sales processes, compliance and commission systems training Financial advisers
Charles Derby Cheltenham 12/5/2016 Platform Process Guidance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Leeds 12/5/2016 Tapering Annual Allowance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Airth 16/5/2016 Tapering Annual Allowance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Belfast 17/5/2016 Tapering Annual Allowance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Gatwick 18/5/2016 Tapering Annual Allowance Financial advisers
Charles Derby London 19/5/2016 Platform Process Guidance Financial advisers
Intrinsic Financial Services Limited Pensions Revolution Masterclass, Bristol 19/5/2016 Tapering Annual Allowance Financial advisers