9th September 2026: 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.

To find out more or if you would like to join us for this exclusive event, please contact sandra@truthsoftware.co.uk

10th September 2026:

Financial Planning Mentoring With Warren Shute – Session 5: Time Management

Join multi-award-winning Financial Planner Warren Shute, CFP, as we explore ways in which we can all grow as financial planners.  This series of FREE 30-minute, bite-sized webinars will run throughout the year.  This is your chance to ask the questions you need answering to help take your financial planning service to the next level.

As planners, we always seem to be running around trying to catch our tails. In this session, we explore how we can manage our staff and ourselves better to maximise productivity without burning out!

• How many client meetings should you have, and how often?
• Delegating effectively and focusing on what you NEED to be doing
• How/when to work on your business and marketing plans
• Practicing what you preach – how to prioritise your own lifestyle

Click here to register now.

15th September 2026:

Pensions & Trusts 2027: New Rules, New Risks, New Strategies

Retirement planning has become one of the most complicated, bureaucratic areas of client planning in the UK. And yet it is also where we can have the most impact on our clients’ lives. Join us as we hear from Richard Boughton, Director of Estate Planning at Solidus.

Learning Outcomes: Estate Planning & The 2027 Pension Regime

1. Analyse the Impact of the 2027 Pension IHT Changes
2. Evaluate the Strategic Use of Intergenerational Trusts
3. Master the “Pension Legacy Trust” and Loan Strategies
4. Optimise Death in Service (DiS) Planning

Click here for the full agenda and to find out more!

Click here to register now.

22nd October 2026:

Financial Planning Mentoring With Warren Shute – Session 6: Client Communication

Join multi-award-winning Financial Planner Warren Shute, CFP, as we explore ways in which we can all grow as financial planners.  This series of FREE 30-minute, bite-sized webinars will run throughout the year.  This is your chance to ask the questions you need answering to help take your financial planning service to the next level.

In recent years, the FCA has started paying close attention to how we communicate with clients as part of Consumer Duty.  How can we banish the jargon and ensure we provide clear and concise information to our clients (exceeding our regulatory requirements)?

• Understanding how Consumer Duty raises expectations around client communications
• Communicating in a way that is fair, clear and not misleading
• Structuring reports so that key actions, risks, costs, performance and recommendations are easily understandable
• Identifying common practices that create information overload
• Determining the appropriate frequency of client communications based on needs, service propositions and regulatory expectations

Click here to register now.

25th November 2026: Truth Virtual User Group

The November meeting of your quarterly Virtual User Group, featuring:

• Software tips & tricks
• Technical guidance
• Case study
• Group discussion

and much more…

Register for free here.

26th November 2026:

Financial Planning Mentoring With Warren Shute – Session 7

Join multi-award-winning Financial Planner Warren Shute, CFP, as we explore ways in which we can all grow as financial planners.  This series of FREE 30-minute, bite-sized webinars will run throughout the year.  This is your chance to ask the questions you need answering to help take your financial planning service to the next level.

Click here to register now.

10th December 2026:

Financial Planning Mentoring With Warren Shute – Session 8

Join multi-award-winning Financial Planner Warren Shute, CFP, as we explore ways in which we can all grow as financial planners.  This series of FREE 30-minute, bite-sized webinars will run throughout the year.  This is your chance to ask the questions you need answering to help take your financial planning service to the next level.

Click here to register now.