WATCH ON DEMAND WITH OUR ADVISER MEDIA PLAYER
Over the past few months, we’ ve hosted lots of topical and insightful events- if you missed out first time round, then you can still benefit from valuable CPD and learning opportunities by watching again on the Adviser Media Player.
Protection Matters
Protection Matters asks the industry the questions you have said you really want the answers to, to enable you to assess whether you should change your current processes, approach or business structure. Protection Matters is in place to answer your specific questions and therefore we expect a number of questions from the floor, so please come armed with the key questions that will allow you to decide what your next step as a business is and which direction you should take to achieve your aims.
Advice Show
As we enter the second half of 2025, the Advice Show will take a look at the key on which advisers are focussing, the external factors influencing advice, and at how Simplybiz and our partners are shaping our services to support you.
Compliance Clinic: Keeping compliant whilst working with clients with vulnerable characteristics- watch on demand on the Product News Hub.
Having good practice and culture around working with clients with vulnerable characteristics is crucial in delivering good consumer outcomes under the Consumer Duty. In our upcoming Compliance Clinic, we’ ll revisit client vulnerability, look at the current regulatory landscape, and discuss best practice for managing vulnerable client relationships and how to ensure compliance whilst adding value to your business.
Our Compliance Clinics deliver regular updates on key themes in one-hour bitesize sessions. Each one takes a deep dive into a specific area of regulation currently affecting advisers, with our expert team providing insight and practical guidance, offering 60 minutes of structured CPD.
Advice Show- Protection Special
You can now catch up on the Advice Show – Protection Special, which aired live on Monday, 22nd September. Simply head to the Adviser Media Player via your member portal to watch the session on demand.
This is just a small sample of the in-person and online events that we have to offer for the rest of 2025. To make sure you don’ t miss out on any of them, or to get ahead of the game and book your CPD-accredited events for 2026, make sure to visit the Events area of our website: https:// members. simplybiz. co. uk / events-webinars-cpd /
OUR COMPLIANCE CLINICS DELIVER REGULAR UPDATES ON KEY THEMES IN ONE-HOUR BITESIZE SESSIONS.
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