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2026 Training Events in this collection Upcoming (5) Past
Autumn Budget Update Friday at 10:00 GMT
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AML AND THE SMF17 ROLE Fri 6 Nov, 10:00 GMT
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Tax Planning 1 - Protection and Trusts: Planning Opportunities and Pitfalls Fri 13 Nov, 10:00 GMT
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Tax Planning 2 - Pensions and IHT: Planning for Later Life and Legacy Fri 27 Nov, 10:00 GMT
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Tax Planning 3 - Business Relief, EIS and VCTs: Specialist Tax Planning Fri 4 Dec, 10:00 GMT
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SMF16 TRAINING Fri 9 Oct, 10:00 BST
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VULNERABLE CLIENTS Fri 2 Oct, 10:00 BST
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Assessing Suitability - Protection Advice Fri 18 Sept, 10:00 BST
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SMF3 TRAINING Fri 4 Sept, 10:00 BST
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Identifying Mortgage Fraud and Protecting Your Firm's Permissions Fri 14 Aug, 10:00 BST
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FCA Compliant Complaints Handling Fri 31 Jul, 10:00 BST
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Assessing Suitability - Pension & Investment Advice Fri 17 Jul, 10:00 BST
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The Data (Use and Access) Act 2025 (DUAA) Fri 3 Jul, 10:00 BST
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DIRECTOR TRAINING: FCA REQUIREMENTS FOR CCL FIRMS Fri 26 Jun, 10:00 BST
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Assessing Suitability - Mortgage Advice Fri 19 Jun, 10:00 BST
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Factfinding 101 - Why it matters for Consumer Duty, Clients and Advisers Fri 22 May, 10:00 BST
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ADVISING ON RETIREMENT OPTIONS - ANNUITIES Fri 15 May, 10:00 BST
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FCA REGULATORY REPORTING RETURNS Fri 8 May, 10:00 BST
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CP26/10 - Simplifying the Pensions and Investment Advice Rules Fri 1 May, 10:00 BST
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THE CONSUMER DUTY - ANNUAL REPORTING Fri 24 Apr, 10:00 BST
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AML AND THE SMF17 ROLE Fri 27 Mar, 10:00 GMT
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FCA Compliant Complaints Handling Fri 13 Mar, 10:00 GMT
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SMF16 TRAINING Fri 6 Mar, 10:00 GMT
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Organizer of 2026 Training
Kirsty Turner Dip PFS, Pension Transfer Specialist, qualified in Compliance at Prudential in 1998 as a validator for pension transfers, moving to Towry Law, thence to Origen (formerly Wentworth Rose FS) Specialising in annuities, until moving to LEBC as their Director of Policy and Risk, responsible for compliance, training, recruitment, complaints, pension transfers and file checking, leading team with £10m budget
