We aim to be not only a provider but a key business partner to all our customer firms. As part of this service, we offer a wide range of regular webinars and events, many of which are completely free to our subscribers. You can find the details of all our upcoming events on this page.
10th September 2025: THINK YOU KNOW CASHFLOW? THINK AGAIN!
Join Jackie Lockie and Adam Leci as they discuss the FCA’s ongoing focus on Retirement Income planning and what it means for you.
We’ll take an in-depth look at what you need to do to truly master this key area of financial planning (and cashflow modelling). Jackie and Adam will be covering:
- Why assumptions matter (and how not to get them wrong!)
- Understanding spending – why an “Income need” is rarely good enough
- Emotional Dynamics, biases, and how doing cashflow live with clients can overcome these
- How to upskill and ensure your team have the confidence to get the best out of your tools
And much more! Don’t miss out, get your free ticket today.
This webinar constitutes 1.5 hours structured CPD
25th September 2025: London Business Development Workshop
One of our regular events, our London Business Development Workshop, has been running for over a decade and continues to attract top-level planners and business owners.
Graham Ponting CFP Chartered FCSI, award-winning planner, and former CFP assessor hosts the day. The agenda includes a case study from one of the planners, software tips and tricks, and a fantastic networking and development opportunity.
| Date | Thursday 25th September |
|---|---|
| Venue | Novotel London Blackfriars Hotel |
| Time | 9.30am – 4.30pm |
| Cost | £200 + VAT (including lunch & refreshments) |
To find out more or if you would like to join us for this exclusive event, please contact sandra@truthsoftware.co.uk
13th October 2025: Current and Future Budget Impacts on client Estate Planning
This isn’t the time to drag your heels..Our next webinar with Malcolm Noblett, MD of Solidus, will be essential viewing.
Current and Future Budget Impacts on client Estate Planning – Update and Latest Essential Actions
Following on from his last webinar, Malcolm will look at:* how leading financial planners are focussing in six key areas of integrated financial and estate planning advice.* the increase in lifetime transfers which are being undertaken in advance of the Autumn statement.* Specifically the session will challenge the advice gap on pension planning and will update advisers on business asset ownership considerations.
| Date | Monday 13th October 2025 |
|---|---|
| Venue | Zoom |
| Time | 10:30 am – 11:30 am |
| Cost | FREE! |
5th November 2025: Truth Virtual User Group
The August meeting of your quarterly Virtual User Group, featuring:
- Software tips & tricks
- Technical guidance
- Case study
- Group discussion
and much more…
| Date | Wednesday 5th November |
|---|---|
| Venue | TBC |
| Time | 14:00-15:30 |
| Cost | £FREE |
Register for free here.
