We bring our technical experts and leading industry commentators together to help you gain knowledge and insight on a range of relevant topics, guaranteeing you’re kept informed in an ever-changing landscape.

    We were delighted to catch up with so many of you face-to-face, at our recent Illuminate Live events.


    If you weren't able to attend in person, we're pleased to offer the opportunity to see our presenters online with four virtual events that will share the wisdom of Christian Markwick with more leading market insights from our pensions, tax and trust specialists. These sessions will contribute towards CPD accreditation.

    There'll also be the chance to hear how we’re busy combining the best of both our businesses to develop a service that truly meets the needs of advisers and their clients.

    Introducing our speaker line up

    Christian Markwick
    from The Verve Group

    Tuesday 25 October
    2pm - 3pm



    Good old Consumer Duty​​

    John Dunn
    Technical Manager, Pensions

    Thursday 27 October
    10am - 11am


    ​​​​​
    Pension commencement lump sum: permitted maximum guide
    ​​​​​​​​​​

    Ian Linden
    Technical Manager, Pensions

    Thursday 3 November
    10am - 11am



    ​​​​​Lifetime allowance -
    exploring some myths

    Damian Smyth
    Director of Key Accounts

    Tuesday 8 November
    10am - 10.30am




    ​​​​​Combining our businesses to meet the needs of you and your clients


    Neil MacGillivray
    Head of
    Technical Support

    Thursday 10 November
    10am - 11am



    Tax planning for married couples and civil partners


    Previous events you might have missed...


    October 2021



    May 2021



    November 2020