Industry Events

Please find below a list of all our partner's forthcoming events. The table appears in date order but you can also sort any of the tables by clicking on the arrows next to the column headings.

Please click on the event name for more information and to register

Events list

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Category:
Pensions    Investments    Protection    Retirement    Tax/Trusts/ISA    Back Office    Paraplanning    Mortgages    Wraps & Platforms    Regulation/Compliance    Financial Planning    DFM   

Type:
Briefing    Conference    Exhibition    Partner Event    Roadshow    Seminar    Symposium    Virtual event    Webcasts & Webinars    Other   

Region:
Scotland    North East    North West    West Midlands    East Midlands    East of England    London    South East    South West    Wales    Northern Ireland    Republic of Ireland    Virtual   

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date_hidden event name date firm category region event type start finish
2019-04-30 Power of 3 Roadshow - Glasgow 30/04/19 Power of 3 Roadshow Investments Scotland Roadshow 08:30 10:45 Click for event info.
2019-05-01 Power of 3 Roadshow - Harrogate 01/05/19 Power of 3 Roadshow Investments North West Roadshow 13:30 15:45 Click for event info.
2019-05-01 Power of 3 Roadshow - Knutsford 01/05/19 Power of 3 Roadshow Investments North West Roadshow 08:30 10:45 Click for event info.
2019-05-02 May 2019 Retirement Income Roadshow Stirling 02/05/19 Defaqto Retirement Scotland Roadshow 09:30 13:45 Click for event info.
2019-05-02 Power of 3 Roadshow - Birmingham 02/05/19 Power of 3 Roadshow Investments West Midlands Roadshow 08:30 10:45 Click for event info.
2019-05-02 Power of 3 Roadshow - Newmarket 02/05/19 Power of 3 Roadshow Investments East of England Roadshow 14:00 16:15 Click for event info.
2019-05-07 Supporting your clients when they need you most - Aberdeen 07/05/19 Old Mutual Wealth Protection Scotland Seminar 09:00 13:00 Click for event info.
2019-05-07 Company sales - Identifying opportunities and solutions – Belfast 07/05/19 Old Mutual Wealth Tax/Trusts/ISA Northern Ireland Seminar 09:00 11:00 Click for event info.
2019-05-08 Supporting your clients when they need you most - Glasgow 08/05/19 Old Mutual Wealth Protection Scotland Seminar 09:00 13:00 Click for event info.
2019-05-08 Power of 3 Roadshow - Bristol 08/05/19 Power of 3 Roadshow Investments South West Roadshow 13:30 15:45 Click for event info.
2019-05-08 Power of 3 Roadshow - Exeter 08/05/19 Power of 3 Roadshow Investments South West Roadshow 08:30 10:45 Click for event info.
2019-05-08 M&G: Sustainability Forum - Bristol 08/05/19 M&G Investments Investments South West Seminar 09:30 11:45 Click for event info.
2019-05-09 Supporting your clients when they need you most - Durham 09/05/19 Old Mutual Wealth Protection North East Seminar 09:00 13:00 Click for event info.
2019-05-09 Power of 3 Roadshow - London 09/05/19 Power of 3 Roadshow Investments London Roadshow 14:00 16:15 Click for event info.
2019-05-09 Power of 3 Roadshow - Southampton 09/05/19 Power of 3 Roadshow Investments South West Roadshow 08:30 10:45 Click for event info.
2019-05-09 M&G: Sustainability Forum - London 09/05/19 M&G Investments Investments London Seminar 09:30 11:45 Click for event info.
2019-05-10 Supporting your clients when they need you most - Leeds 10/05/19 Old Mutual Wealth Protection North West Seminar 09:00 13:00 Click for event info.
2019-05-10 M&G: Sustainability Forum - Chelmsford 10/05/19 M&G Investments Investments East of England Seminar 09:30 11:45 Click for event info.
2019-05-14 Manchester, Dynamic Planner Training Academy, The Mere 14/05/19 Dynamic Planner Back Office North West Roadshow 09:00 13:00 Click for event info.
2019-05-14 May 2019 Retirement Income Roadshow Bristol 14/05/19 Defaqto Retirement South West Roadshow 09:30 13:45 Click for event info.
2019-05-14 Supporting your clients when they need you most - Knutsford 14/05/19 Old Mutual Wealth Protection North East Seminar 09:00 13:00 Click for event info.
2019-05-15 York, Dynamic Planner Training Academy, Mercure York Fairfield Manor 15/05/19 Dynamic Planner Back Office North West Roadshow 09:00 13:00 Click for event info.
2019-05-15 May 2019 Retirement Income Roadshow Knutsford 15/05/19 Defaqto Retirement North West Roadshow 09:30 13:45 Click for event info.
2019-05-15 Supporting your clients when they need you most - Meriden 15/05/19 Old Mutual Wealth Protection North East Seminar 09:00 13:00 Click for event info.
2019-05-16 Newcastle, Dynamic Planner Training Academy, Jesmond Dene House 16/05/19 Dynamic Planner Back Office North West Roadshow 09:00 13:00 Click for event info.
2019-05-16 May 2019 Retirement Income Roadshow Birmingham 16/05/19 Defaqto Retirement East Midlands Roadshow 09:30 13:45 Click for event info.
2019-05-16 CII Equity Release qualification revision workshop - Cardiff 16/05/19 Legal & General Investments Wales Partner Event 09:00 16:00 Click for event info.
2019-05-16 Power of 3 Roadshow - Belfast 16/05/19 Power of 3 Roadshow Investments Northern Ireland Roadshow 13:30 15:45 Click for event info.
2019-05-16 Supporting your clients when they need you most - Morely 16/05/19 Old Mutual Wealth Protection North East Seminar 09:00 13:00 Click for event info.
2019-05-17 May 2019 Retirement Income Roadshow Tankersley 17/05/19 Defaqto Retirement West Midlands Roadshow 09:30 13:45 Click for event info.
2019-05-17 Supporting your clients when they need you most - Bristol 17/05/19 Old Mutual Wealth Protection South West Seminar 09:00 13:00 Click for event info.
2019-05-21 South Glos, Dynamic Planner Training Academy, Stonehouse Court 21/05/19 Dynamic Planner Back Office South West Roadshow 09:00 13:00 Click for event info.
2019-05-21 Supporting your clients when they need you most - Kingswood 21/05/19 Old Mutual Wealth Protection South East Seminar 09:00 13:00 Click for event info.
2019-05-21 Company sales - Identifying opportunities and solutions – Inverness 21/05/19 Old Mutual Wealth Tax/Trusts/ISA Scotland Seminar 09:00 11:00 Click for event info.
2019-05-22 Exeter, Dynamic Planner Training Academy, Sandy Park 22/05/19 Dynamic Planner Back Office South West Roadshow 09:00 13:00 Click for event info.
2019-05-22 Supporting your clients when they need you most - London 22/05/19 Old Mutual Wealth Protection London Seminar 09:00 13:00 Click for event info.
2019-05-22 Company sales - Identifying opportunities and solutions –Aberdeen 22/05/19 Old Mutual Wealth Tax/Trusts/ISA Scotland Seminar 09:00 11:00 Click for event info.
2019-05-23 Supporting your clients when they need you most - St Albans 23/05/19 Old Mutual Wealth Protection South East Seminar 09:00 13:00 Click for event info.
2019-05-23 Company sales - Identifying opportunities and solutions –Glasgow 23/05/19 Old Mutual Wealth Tax/Trusts/ISA Scotland Seminar 09:00 11:00 Click for event info.
2019-06-04 Supporting your clients when they need you most - Essex 04/06/19 Old Mutual Wealth Protection South East Seminar 09:00 13:00 Click for event info.
2019-06-04 Company sales - Identifying opportunities and solutions – Tees Valley, Durham 04/06/19 Old Mutual Wealth Tax/Trusts/ISA North East Seminar 09:00 11:00 Click for event info.
2019-06-05 Supporting your clients when they need you most - Guildford 05/06/19 Old Mutual Wealth Protection South East Seminar 09:00 13:00 Click for event info.
2019-06-05 Company sales - Identifying opportunities and solutions – Jesmond, Newcastle 05/06/19 Old Mutual Wealth Tax/Trusts/ISA North East Seminar 09:00 11:00 Click for event info.
2019-06-06 CII Equity Release qualification revision workshop - Barnsley 06/06/19 Legal & General Investments North East Partner Event 09:00 16:00 Click for event info.
2019-06-06 Supporting your clients when they need you most - Fareham 06/06/19 Old Mutual Wealth Protection South East Seminar 09:00 13:00 Click for event info.
2019-06-11 Lincoln, Dynamic Planner Training Academy, DoubleTree By Hilton 11/06/19 Dynamic Planner Back Office West Midlands Roadshow 09:00 13:00 Click for event info.
2019-06-11 Supporting your clients when they need you most - Exeter 11/06/19 Old Mutual Wealth Protection South West Seminar 09:00 13:00 Click for event info.
2019-06-11 Company sales - Identifying opportunities and solutions – Wetherby 11/06/19 Old Mutual Wealth Tax/Trusts/ISA North East Seminar 09:00 11:00 Click for event info.
2019-06-12 Colchester, Dynamic Planner Training Academy, Wivenoe House 12/06/19 Dynamic Planner Back Office South East Roadshow 09:00 13:00 Click for event info.
2019-06-12 Supporting your clients when they need you most - Belfast 12/06/19 Old Mutual Wealth Protection Northern Ireland Seminar 09:00 13:00 Click for event info.
2019-06-12 Company sales - Identifying opportunities and solutions – Huddersfield 12/06/19 Old Mutual Wealth Tax/Trusts/ISA North East Seminar 09:00 11:00 Click for event info.
2019-06-13 London, Dynamic Planner Training Academy, M&G Offices 13/06/19 Dynamic Planner Back Office South East Roadshow 09:00 13:00 Click for event info.
2019-06-13 Company sales - Identifying opportunities and solutions – Hull 13/06/19 Old Mutual Wealth Tax/Trusts/ISA North East Seminar 09:00 11:00 Click for event info.
2019-06-18 Oxford, Dynamic Planner Training Academy, De Vere Oxford Thames 18/06/19 Dynamic Planner Back Office South East Roadshow 09:00 13:00 Click for event info.
2019-06-19 Sevenoaks, Dynamic Planner Training Academy, Donnington Manor 19/06/19 Dynamic Planner Back Office South East Roadshow 09:00 13:00 Click for event info.
2019-06-25 Northampton, Dynamic Planner Training Academy, Hilton Northampton 25/06/19 Dynamic Planner Back Office East Midlands Roadshow 09:00 13:00 Click for event info.
2019-06-26 Windsor, Dynamic Planner Training Academy, Copthorne Hotel Slough Windsor 26/06/19 Dynamic Planner Back Office East Midlands Roadshow 09:00 13:00 Click for event info.
2019-07-11 CII Equity Release qualification revision workshop - Hove 11/07/19 Legal & General Investments South East Partner Event 09:00 16:00 Click for event info.
date_hidden event name date firm category region event type start finish