The Findings
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Productivity Boost - The power of AI on processes
Expert: Rob Tedder, Account Manager UK at Conquest Planner Facilitator: Ben Wright, Director of Progress at Change Squared
09 November 2023
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Annuities – no longer quite ‘so last year’
Expert: Paul Speight, Head of Business Development, Canada Life Facilitator: Ben MacGregor, Director, Client Development, Savanta
17 October 2023
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Are you doing your duty? We take a look at the FCA’s Consumer Duty regulation to see how you are faring.
Expert & facilitator: Michael Lawrence, Principal Consultant, Bovill
17 October 2023
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Inheritance Tax gets a lot of bad press but is keeping it or ditching it such a binary decision?
Expert: Dan Goss, Researcher, Demos Facilitator: Rupert Neville, Consultant
17 October 2023
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Leveraging the tech to communicate with your clients
Expert and facilitator: Mike Johnstone, Director, TOMD (The Outsourced Marketing Department Limited)
17 October 2023