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.
24th April 2025: What’s on the Regulatory horizon for directly authorised IFAs?
Phil Dibb from The IFA Corporation (TIFAC) will take us through some of the biggest compliance questions keeping IFA firms busy in 2025, including:
- Ongoing advice … what will the FCA do next and are IFA firms on track with annual suitability reviews?
- Drawdown / retirement income advice … Sustainable income vs. ‘it’s their money’. This topic continues to drive debate.
- The FOS introduce CMC case fees – will it improve case quality or will numbers fall?
- Pension death benefit proposed changes …. Will the IFA sector see a focus on ‘whole of life’ contracts?
- ESG / Ethical investing (are firms are taking on new clients and actively discussing this area?) and clients making an informed choice?
- The Consumer Duty meets ‘protection’ and the needs of under-insured clients.
- My FCA – The new system soon to be introduced.
This webinar constitutes 1 hour structured CPD
30th April 2025: Truth Virtual User Group
The January meeting of your quarterly Virtual User Group, featuring:
- Software tips & tricks
- Technical guidance
- Case study
- Group discussion
and much more…
| Date | Wednesday 30th April |
|---|---|
| Venue | TBC |
| Time | 14:00-15:30 |
| Cost | £FREE |
Register for free here.
14th May 2025: Improving the questions you ask clients
Jackie Lockie takes us deeper into human biases in Financial Planning, as we look at:
- Further understanding (following on from our February session) how clients make financial decisions
- Evaluating the range, type, and structure of good-quality questions
- Exploring specific questions you should ask clients to develop a deeper understanding of their situation
- Applying clients’ responses and incorporating the impact of these questions when creating comprehensive financial plans
This webinar constitutes 1 hour structured CPD
| Date | Tuesday 3rd June 2025 |
|---|---|
| Venue | Zoom – CLICK HERE TO REGISTER |
| Time | 10:30am – 11:30am |
| Cost | FREE |
3rd June 2025: Budget impacts on client Estate Planning – Essential Actions!
The session will consider how the budget has impacted clients in unexpected ways and provides six key considerations which financial advisers should be aware of.
Specifically, the session will consider:
- Pension planning
- Lifetime transfers
- The need to revise many “Mirror Wills”
- Business asset ownership.
This webinar constitutes 1 hour structured CPD
| Date | Tuesday 3rd June 2025 |
|---|---|
| Venue | Zoom – CLICK HERE TO REGISTER! |
| Time | 10:30am – 11:30am |
| Cost | FREE |
4th June 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 | Wednesday 5th March |
|---|---|
| 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
