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’ll shortly be hitting the road to bring James Hay and Nucleus Wrap advisers an exciting new events programme – Illuminate Live. These sessions will blend the wisdom of influential guest speakers from across the industry with more market leading technical insight from our pensions, tax and trust specialists.


    We'll be exploring topical issues such as the increasing number of clients falling into tax traps, the FCA's Consumer Duty, plus the human side of the retirement transition – the emotional dimension and how to optimise client care. Sessions will include practical insight into these subjects and the impact on decision making.


    All sessions contribute towards CPD accrediation.


    We can't wait to catch up with advisers face-to-face across multiple locations UK-wide. These events will be taking place as follows:


    Tuesday 6 September - The Studio, Glasgow

    Tuesday 13 September - etc.venues Monument, London

    Wednesday 14 September - Solent Hotel and Spa, Southampton

    Thursday 22 September - Malmaison Hotel, Leeds

    Tuesday 27 September - Marriot Royal Hotel, Bristol

    Wednesday 28 September - The Belfry, Birmingham


    Timings: 

    Refreshments and networking from 9.00am

    Start 9.30am - Finish 3.00pm


    If you'd like to register to attend please do so below.

    Introducing our speaker line up

    Neil MacGillivray
    Head of
    Technical Support

    (Glasgow, London, Leeds and Bristol events)



    Tax planning for married couples and civil partners

    John Dunn
    Technical Manager, Pensions

    ​​​​​​​(Glasgow, Southampton, Leeds and Birmingham events)


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

    Ian Linden
    Technical Manager, Pensions

    (London, Southampton, Bristol and Birmingham events)


    ​​​​​Lifetime allowance -
    exploring some myths

    Christian Markwick
    from The Verve Group



    Good old Consumer Duty
    ​​​​​​​


    Hayley Tink
    ​​​​​​​from Lifesage Adviser
    ​​​​​​​


    The Retirement Transition
    ​​​​​​​


    John Reynolds
    ​​​​​​​from Expert Pensions

    ​​​​​​​​​​(Bristol event only)
    ​​​​​​​


    ​​​​​​​Mapping suitable
    ​​​​​​​advice across into the new 
    Consumer Duty

    Dates and venues​​​​​​​

    6 September - Glasgow

    9.30am - 3pm

    The Studio

    67 Hope Street
    Glasgow
    G2 6AE
    ​​​​​​​


    13 September - London

    9.30am - 3pm

    etc.venues Monument
    8 Eastcheap
    London
    EC3M 1AE
    ​​​​​​​


    14 September - Southampton

    9.30am - 3pm

    Solent Hotel
    Rookery Avenue
    Fareham
    PO15 7AJ
    ​​​​​​​


    22 September - ​​​​​​​Leeds

    9.30am - 3pm

    Malmaison
    1 Swinegate
    Leeds
    LS1 4AG


    27 September - ​​​​​​​Bristol

    9.30am - 3pm

    Bristol Marriott Royal Hotel
    College Green
    Bristol
    BS1 5TA


    28 September - Birmingham

    9.30am - 3pm

    The Belfry
    Lichfield Road
    Sutton Coldfield
    B76 9PR


    Previous events you might have missed...


    October 2021



    May 2021



    November 2020

    Register now