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Start the series with practical insights on how to effectively test and evidence consumer outcomes under the FCA’s Consumer Duty. This session, led by PwC experts, will cover proven methodologies, data-driven approaches, and governance practices to help firms meet regulatory expectations and deliver good outcomes for clients. …
Date & Time: 13th Nov 2025 (0:00 - 0:00)
Location: In Person
Learn practical strategies for supporting clients with year-end tax planning, helping them optimize allowances and make informed decisions before the deadline. …
Free
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person
Review the current state of sustainable finance policy, explore key regulatory developments, and gain insights into what’s next for ESG and responsible investing. …
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person
This 60-minute briefing, led by Peter Haines and Nigel Sydenham of CCL Academy, cuts through the noise to show senior leaders where to focus in 2026, how to stay off the FCA’s radar, and what “reasonable steps” now really look like in practice. …
Free
Date & Time: 25th Nov 2025 (11:00 - 12:00)
Location: Virtual
Join PIMFA on 3 December for a post-Budget webinar exploring what the Chancellor’s announcements mean for our sector. Gain practical insights into key fiscal measures, their impact on firms and clients, and how PIMFA is responding. Featuring expert analysis from Global Counsel’s Christopher Dale and PIMFA’s policy team. …
Free
Date & Time: 03rd Dec 2025 (11:00 - 12:00)
Location: Virtual
A fast, no-fluff briefing showing wealth firms how to turn AI ambition into measurable financial value - from productivity uplift to margin expansion and real-world ROI. …
Free
Date & Time: 11th Dec 2025 (11:00 - 12:00)
CPD: 1
Location: Virtual