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All our upcoming events

Mar
21
Webinar – Risk Managed Decumulation Solutions
March 2023
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Apr
18
Training Academy – Edinburgh
Norton House Hotel & Spa
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Apr
19
Training Academy – Newcastle
Mercure Newcastle George Washington Hotel Golf & Spa
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Apr
20
Training Academy – Manchester
The Mere Golf Resort & Spa, Knutsford
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Apr
25
Training Academy – Birmingham
Delta Hotels by Marriott Forest of Arden Country Club
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Apr
26
Training Academy – South Gloucestershire
De Vere Tortworth Court, Tortworth
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Apr
27
Training Academy – Cardiff
The Vale Resort, Hensol
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May
04
Chatterjee’s Chatter
Chatterjee’s Chatter – May 2023
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May
09
Training Academy – Brockenhurst
Rhinefield House, Brockenhurst
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May
10
Training Academy – London
M&G offices, Fenchurch Ave, London
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May
11
Training Academy – Tunbridge Wells
Hotel du Vin Tunbridge Wells
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May
16
Training Academy – Nottingham
Delta Hotels by Marriott Nottingham Belfry
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May
17
Training Academy – Milton Keynes
Delta Hotel by Mariott Milton Keynes
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May
18
Training Academy – Colchester
Wivenhoe House, Colchester
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Jun
13
Webinar – Risk Profiled Solutions
June 2023
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Jul
06
Chatterjee’s Chatter
Chatterjee’s Chatter – July 2023
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Past Events

Jan
01
Client Profiling
How to webinar
Register Now
Jan
01
Client Review, Recommendations and Fund Research
How to webinar
Register Now
Jan
01
Cash Flow Planning
How to webinar
Register Now
Sep
20
Schroders UK Platform Awards
London Hilton on Park Lane, 22 Park Ln, London W1K 1BE
View Details
Sep
22
Bankhall PMS Conference 2022
Concorde Conference Centre, Wilmslow Old Rd, Altrincham WA15 8XQ
View Details
Sep
29
Money Marketing Awards 2022
ETC Venue, 133 Houndsditch, London, EC3A 7BX
View Details
Oct
04
Training Academy – Nottingham
Jurys Inn, Nottingham
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Oct
05
Training Academy – Milton Keynes
Jurys Inn, Milton Keynes
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Oct
06
Training Academy – Colchester
Venue TBC, Colchester
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Oct
11
Training Academy – Exeter
Jurys Inn, Exeter
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Oct
12
Training Academy – Cheltenham
Jurys Inn, Cheltenham
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Oct
13
Training Academy – Southampton
Jurys Inn, Southampton
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Oct
13
Meeting of Minds – Winning Advisers South
Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
View Details
Oct
20
Chatterjee’s Chatter
Chatterjee’s Chatter – October 2022
Register now
Nov
01
PFS Festival of Financial Planning 2022
NEC, North Avenue, Birmingham, B40 1NT
View Details
Nov
08
Training Academy – Glasgow
Clayton Hotel, Glasgow
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Nov
09
Training Academy – Leeds
Jurys Inn, Leeds
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Nov
10
Training Academy – Newcastle
Jurys Inn, Newcastle
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Nov
15
Training Academy – Manchester
Jurys Inn, Manchester
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Nov
16
Training Academy – Birmingham
Jurys Inn, Birmingham
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Nov
17
Training Academy – London
Leonardo Royal Hotel London City, London
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Dec
06
Webinar – Risk Managed Decumulation Solutions
December 2022
Register
Jan
12
Chatterjee’s Chatter
Chatterjee’s Chatter – January 2023
Register now
Jan
17
Webinar – Risk Profiled Solutions
January 2023
Register now
Feb
07
Conference 2023
Hybrid
Register now
Feb
21
Webinar – Risk Target Managed Solutions
February 2023
Register now
Mar
09
Webinar – Risk Profiled Solutions
March 2023
Register now