Previous events
All previous events
Face to Face - PFS - An overview of the Inheritance Tax Market & providing solutions on how families in the UK could avoid paying Inheritance Tax
Live, PFS face to face training with Ollie Wilde at the Exeter Court Hotel, please note in the Exminster Room, not our usual Kennford Suite.
View event detailsFace to Face - PFS - Trust Planning Ideas – Which Trust for Which Client
Live, PFS face to face training with Matthew Britton-Quilter at the Kennford Suite, Exeter Court Hotel
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Webinar - Negotiations and the Relationship Paradox
Lunchtime webinar with Jess Heasman
View event detailsFace to Face - PFS - What’s in your CRP? Why a risk-targeted approach could be right for your clients
Live, PFS face to face training with Stuart Price, Bordier at the Kennford Suite.
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Webinar - Consumer Duty and the impact on claims handling
Lunchtime webinar with Nick Thomas of Nick Thomas Associates. Consumer Duty and the impact on claims handling The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules come into force on the 31 July 2022 and will be fully implemented by the 30 April 2023. This session is delivered by Nick Thomas with specialist claims consultant James Tye.
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