Access recordings of all our previous, exclusive Prestwood Professional Partners Development Programme sessions, all in one place!
For current events, click here.
Past Events
Impact of Legislation on Client Estate Planning
(12th October 2025)
Discover six key areas that leading financial planners prioritise in integrated financial and estate planning.
Featuring Malcolm Noblett, Director and Founder at Solidus IEP.
Think you know cashflow? Think again!
(10th September 2025)
Join Jackie Lockie and Adam Leci as they discuss the FCA’s ongoing focus on retirement income planning, and what it means for you.
Featuring Jackie Lockie, Certified Financial Planning Trainer at Lockie Consultants and Adam Leci, Technical Consultant at Prestwood Software.
Implementing AI into your financial planning business
(23rd July 2025)
Learn how to choose an AI partner and what the future of AI has in store for financial planning…
Featuring Gabby Peters, Account Executive at Saturn.
Improving the questions we ask clients
(3rd July 2025)
Join Jackie Lockie to discover how to ask clients better questions that help us better understand their financial motivations.
Featuring Jackie Lockie, Certified Financial Planning Trainer at Lockie Consultants.
Estate Planning: Essential Actions
(5th June 2025)
We explore six key considerations financial advisers should be aware of and key action points over the next two years.
Featuring Malcolm Noblett, Director and Founder at Solidus IEP.
What’s on the Regulatory Horizon?
(23rd April 2025)
We take a look at some of the biggest compliance issues that will challenge firms in 2025 and beyond.
Featuring Phil Dibb, Compliance Consultant at The IFA Corporation.
Why bonds are the new Sexy!
(10th April 2025)
Find out why the appeal of bonds is making a comeback, with a vengeance.
Featuring Brian Radbone, Technical Counsel at Transact.
Recognising and managing biases (and what to do about them)!
(27th February 2025)
Join the amazing Jackie Lockie of Lockie Consultants as she takes us through the biases that we and our clients exhibit (both consciously and subconsciously) and how they impact on the planning process.
Featuring Jackie Lockie, Certified Financial Planning Trainer at Lockie Consultants.
How hard can it be to pass on wealth?
(27th January 2025)
Join Transact’s Brian Radbone as he takes us through the opportunities and challenges coming to wealth transfer and IHT planning over the next two years.
Featuring Brian Radbone, Technical Counsel at Transact.
Financial Planning Pivot: Mastering Labour’s Budget Changes
(13th November 2024)
Stay ahead of any potential legislative changes. Plus all the latest planning strategies from Transact.
Featuring Brian Radbone, Technical Counsel at Transact.
Are you Walking the Talk?
(6th August 2024)
Jackie’s research indicates that most firms who claim to offer a “comprehensive” financial planning service aren’t doing so! Find out what you’re doing wrong…
Featuring Jackie Lockie, Certified Financial Planning Trainer at Lockie Consultants.
Update your IHT Planning Toolbox
(21st March 2024)
Are Trusts complicated and only suitable for High Net Worth clients? What are the challenges we face today with IHT and intergenerational planning?
Featuring Brian Radbone, Technical Counsel at Transact.
The power of CFP
(14th November 2023)
According to CFP.net, earning your CERTIFIED FINANCIAL PLANNER™ certification is the most beneficial step you can take to accelerate your career and better serve your clients. Is it time YOU got certified?
Featuring Jackie Lockie, Certified Financial Planning Trainer at Lockie Consultants.
How well do you know ESG?
(26th September 2023)
83% of millennials would leave their adviser if they were not sufficiently knowledgeable about ESG. How knowledgeable are you?
Featuring Carlota Esguevillas, Head of Sustainable Investment at EdenTree Investment Management.
