Webinar Archive

TALK: Financial Promotions
29 May
10:00 am - 10:30 am Online

TALK: Financial Promotions

Advertising your business, funds and services are a key way to get new business. However, what we say to customers…

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In Conversation With… Neil Bage
22 May
2:00 pm - 2:45 pm Online

In Conversation With… Neil Bage

Due to the current COVID-19 crisis, we had to take the difficult decision of postponing our conference, Evolution, until 2021….

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In Conversation With… Neil Moles
15 May
2:00 pm - 2:45 pm Online

In Conversation With… Neil Moles

Due to the current COVID-19 crisis, we had to take the difficult decision of postponing our conference, Evolution, until 2021….

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TALK: Future Focus
01 May
2:00 pm - 2:45 pm Online

TALK: Future Focus

The current Coronavirus crisis, unfortunately, doesn’t seem to be going away anytime soon, meaning there will be a long-standing impact…

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TALK: How to get great staff… (and keep them!)
20 Mar
10:00 am - 10:30 am Online

TALK: How to get great staff… (and keep them!)

Financial services is changing – so how do we attract new talent to the profession? This webinar comes from our…

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TALK: Back to the Future
24 Jan
10:00 am - 10:30 am Online

TALK: Back to the Future

“Great Scott” a new decade has begun! And whilst yet another decade comes and goes without a time-travelling DeLorean on…

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TALK: SM&CR – The Final Countdown
02 Dec
10:00 am - 10:45 am

TALK: SM&CR – The Final Countdown

On the 9th December, the Senior Managers & Certification Regime (SM&CR) will go live. In the final run-up to going…

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TALK: Vulnerable Customers
01 Nov
10:00 am - 10:30 am

TALK: Vulnerable Customers

25.6 million UK adults are potentially vulnerable – that’s 50% of all UK adults! Most firms we talk to usually…

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04 Oct
10:00 am - 10:30 am

TALK: SM&CR & HR

The Senior Managers & Certification Regime (SM&CR): Everyone is talking about conduct rule training, statement of responsibilities, senior manager functions…

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16 Sep
11:00 am - 11:45 am

TALK: Behavioural Insights

This month’s webinar will be co-hosted with our special guest speaker – Neil Bage, Founder and Director of Behavioural Research,…

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TALK: Regulatory Update (PROD / MiFID II & SM&CR)
02 Aug
10:00 am - 10:30 am

TALK: Regulatory Update (PROD / MiFID II & SM&CR)

This webinar will give you a whistle-stop tour, looking at some of the most prominent regulation that has taken effect…

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TALK: CIP
05 Jul
10:00 am - 10:30 am

TALK: CIP

This webinar will touch upon the benefits and disadvantages of a Centralised Investment Proposition (CIP) for a firm. It will…

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