EVENTS PROGRAMME PROSPECTUS 2019 - SimplyBiz
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EVENTS PROGRAMME
PROSPECTUS 2019
It is hard to believe that a full year has passed since we sent out our last events prospectus. However, 2019 lies ahead of
us and I have no doubt it will be another year of regulatory change, global political activity and evolution in both
product development and client demographics.
The more things change, as they say, the more they stay the same! To complement our face-to-face events, we continue to
innovate and provide access to distance learning through
Throughout 2018’s changing advice landscape, The SimplyBiz Group supported the firms
that use our services at every step. Whether through our magazines and electronic bulletins, our Advice Shows and webinars. These ensure you have
website, speaking to our helpdesks, watching our webinars or attending one of our many access to support that is right up-to-date as the world
events, we aimed to keep you consistently up-to-date. of financial services evolves. All of which puts you in
the best possible position to help your clients get the
In order to do so, we added several new types of meetings last year, including ‘Best of the maximum benefit from your services.
Best’ and ‘Battle of the Brands’ in the mortgages space and Knowledge Booster events.
We hosted over 400 events throughout the year, across the country, and received higher I hope that you are able to join us this year on what
attendance than ever before. promises to be another great year of learning and
opportunities. Opportunities to meet your fellow
In 2019, we are adding even more opportunities for learning and networking with
advisers, to meet the providers that help to make our
extended rounds of Investment Forums (now at 21 venues twice a year), more Investment
events what they are and, of course, to meet with
Conferences (now at 25 venues across the UK), an additional round of Tax Efficient Investing
Workshops, and the introduction of new sessions focussing on ESG products and funds. members of our team, who are always on
hand to help, or to just catch up and hear about how
Our Learning and Development Events will continue to be the cornerstone of our things are going.
programme, offering you a holistic day of financial services education and training at 21
venues across the UK. Here’s to another great year.
Supporting the ongoing development and training of the firms we serve remains of
paramount importance to all of us at The SimplyBiz Group. We strongly believe that you Richard Ardron
should have access to the very best support and it is this belief which drives our events and Group Marketing Director
training programme. The SimplyBiz Group
Supporting the ongoing development and training of the firms we serve remains of paramount
importance to all of us at The SimplyBiz Group. We strongly believe that you should have access to
the very best support and it is this belief which drives our events and training programme.
2 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9
SimplyBiz events 5
Learning & Development Events 6
Investment Forums 8
Compliance First events 11
Professional Development Events 12
Specialist investment events 15
Investment Conferences 16
Specialist Workshops 16
Investment Supervisor Courses 17
Centra Training 17
SimplyBiz Mortgages events 19
Best of the Best Mortgage
Masterclass Events 20
Mortgage Meetings 21
Mortgage Battle Events 22
Mortgage & Protection
Supervisor Courses 23
Other mortgage focussed
and protection events 25
Protection Events 26
Mortgage Showcases 27
NMBA events 29
EVENTS PROGRAMME
Best Practice Meetings 30
Business Evolution Forums 31
Corporate Masterclasses 31
PROSPECTUS 2019
Live broadcasts 32
The Advice Show 32
Webinars 33
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 3
4 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9
Our events cover a huge range of technical, business development and regulatory areas, as
SimplyBiz is committed to promoting professionalism
well as soft skills and technology workshops. In addition to learning opportunities,
within the advice sector and, as such, we provide an we think an events programme should also offer you access to the SimplyBiz team and,
extensive programme of development opportunities. vitally, your peers. We intend to continue to develop our programme throughout the year,
based on the changing needs of our Member Firms.
Covering a wide variety of topics and with thematic
workshops to address new opportunities, a typical year We intend to continue to develop our
sees SimplyBiz run around 400 events across the UK, and
our accreditation with professional bodies means that the
programme throughout the year,
vast majority provide your essential structured CPD. based on the changing needs of All our
events are
our Member Firms. open to all our
Members
and
Clients
SIMPLYBIZ EVENTS
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 5
LEARNING & 21 2
DEVELOPMENT EVENTS VENUES ROUNDS
The Learning and Development Events are the cornerstone of our annual meetings
programme, and are built to cover a wide range of subjects, from regulation and
policy change to pensions and retirement, developing technology and evolving client
demographics.
Taking place twice a year in 21 locations across the UK, The SimplyBiz Group team and our
specially selected partners will help you make sure that you’re on course and up to date
with all the big issues and hot topics of the moment.
We believe that our LDEs offer something for
everyone, all delivered with key insight and a
fresh perspective.
6 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9
June
Tuesday 4 Cheltenham Cheltenham Chase
Wednesday 5 Wolverhampton The Racecourse
Thursday 6 Leicester Sketchley Grange Hotel & Spa
Tuesday 11 Southampton Macdonald Botley Park Hotel
Round 1 Wednesday 12 Gatwick Crowne Plaza Gatwick – Crawley
Thursday 13 Maidstone Mercure Maidstone Great Danes Hotel NEW VENUE
April
Tuesday 18 Cardiff The Vale Hotel & Spa Resort
Wednesday 24 Norwich Dunston Hall
Wednesday 19 Exeter Sandy Park Conference Centre
Thursday 25 Chelmsford Stock Brook Manor
Thursday 20 Cornwall Lanhydrock Hotel
Tuesday 30 Peterborough Kingsgate Conference Centre NEW LOCATION
Tuesday 25 Blackburn Blackburn Rovers Football Club
May
Wednesday 26 Chester Chester St David’s
Wednesday 1 Manchester Hallmark Hotel Manchester Airport
Thursday 2 Wetherby Wetherby Racecourse Round 2 will take place in November/December 2019. Watch your inbox for more
details later in the year.
Wednesday 8 Birmingham National Motorcycle Museum
Thursday 9 Wakefield Cedar Court Hotel (Wakefield) For our Members and Clients in Northern Ireland, our Belfast events are now run by
Compliance First and details can be found on pages 11 – 13.
Tuesday 21 Nottingham Eastwood Hall
Wednesday 22 North London Holiday Inn London-Elstree
Thursday 23 Central London Royal Overseas League
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 7
INVESTMENT FORUMS 21
VENUES
2
ROUNDS
Designed to meet the need amongst our membership for dedicated investment-focussed
events, the Investment Forums have become one of our best regarded and most highly
attended series of meetings.
We work hard to ensure that these events cover a huge range of subjects relevant to those
operating in the world of investment advice, and, like the steadiest of portfolios, we believe
each meeting follows a well-balanced, diversified mandate. As such, we believe there is a
very, very low risk of you not finding our Investment Forums a profitable use of your time!
Following great attendee numbers and feedback in 2018, in 2019, we will be running two
rounds of these increasingly popular events across 21 venues with round one commencing
in early February.
We work hard to ensure that these events
cover a huge range of subjects relevant to those
operating in the world of investment advice...
8 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9
March
Tuesday 5 Peterborough Kingsgate Conference Centre NEW LOCATION
Wednesday 6 Manchester Hallmark Hotel Manchester Airport NEW LOCATION
Thursday 7 Wetherby Wetherby Racecourse
Tuesday 12 Norwich Dunston Hall
Wednesday 13 Chelmsford Stock Brook Manor
Thursday 14 Birmingham National Motorcycle Museum NEW LOCATION
Tuesday 19 Nottingham Eastwood Hall NEW LOCATION
Wednesday 20 Central London Royal Overseas League NEW LOCATION
Round 1
Thursday 21 North London Holiday Inn London-Elstree
February
Tuesday 26 Cardiff The Vale Hotel & Spa Resort
Tuesday 5 Maidstone Mercure Maidstone Great Danes Hotel NEW VENUE
Wednesday 27 Exeter Sandy Park Conference Centre
Wednesday 6 Gatwick Crowne Plaza Gatwick – Crawley
Thursday 28 Cornwall Lanhydrock Hotel
Thursday 7 Southampton Macdonald Botley Park Hotel
Tuesday 12 Wolverhampton The Racecourse Round 2 will take place in September/October 2019. Watch your inbox for more
details later in the year.
Wednesday 13 Cheltenham Cheltenham Chase
Thursday 14 Leicester Sketchley Grange Hotel & Spa For our Members and Clients in Northern Ireland, our Belfast events are now run by
Compliance First and details can be found on pages 11 – 13.
Tuesday 26 Chester Chester St David’s
Wednesday 27 Blackburn Blackburn Rovers Football Club
Thursday 28 Wakefield Cedar Court Hotel (Wakefield)
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 9
10 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9
The Professional Development Events remain the foundation of our event calendar, and
Supporting the ongoing development and training of
after fantastic attendee numbers and feedback from our events in 2018, we will again be
the firms we serve remains of paramount importance to bringing you six rounds of events in 2019, now across six venues, including Belfast.
Compliance First. In 2019, we will be expanding our support As usual, at all our events we will also take the opportunity to summarise some of the most
to our Clients and Group Members in Northern Ireland with recent compliance and regulatory developments which could affect your business, during
the Compliance Update presentation.
a dedicated compliance consultant and more events in
As always, we believe these events are more important than ever during challenging times
your region. for financial advisers and institutions and we hope that you can join us,
gaining valuable CPD with your attendance.
All our
...we believe these events are more important than ever during challenging times events are
open to all our
for financial advisers and institutions and we hope that you can join us... Members
and
Clients
COMPLIANCE FIRST EVENTS
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 11PROFESSIONAL 6 6
DEVELOPMENT EVENTS VENUES ROUNDS
Round 1
January
Tuesday 15 Belfast Wellington Park Hotel NEW LOCATION
Wednesday 16 Edinburgh Edinburgh Marriott
Thursday 17 Durham Durham County Cricket Club
Tuesday 22 Falkirk Macdonald Inchyra Grange
Wednesday 23 Aberdeen Holiday Inn Aberdeen West
Thursday 24 Glasgow Hampden Park
Round 2
March
Tuesday 19 Belfast Wellington Park Hotel NEW LOCATION
Wednesday 20 Edinburgh Edinburgh Marriott
Thursday 21 Durham Durham County Cricket Club
Tuesday 26 Falkirk Macdonald Inchyra Grange
Wednesday 27 Aberdeen Holiday Inn Aberdeen West
Thursday 28 Glasgow Hampden Park
12 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9Round 4
August
Tuesday 20 Belfast Wellington Park Hotel NEW LOCATION
Wednesday 21 Edinburgh Edinburgh Marriott
Thursday 22 Durham Durham County Cricket Club
Tuesday 27 Falkirk Macdonald Inchyra Grange
Wednesday 28 Aberdeen Holiday Inn Aberdeen West
Thursday 29 Glasgow Hampden Park
Round 5
October
Tuesday 1 Belfast Wellington Park Hotel NEW LOCATION
Wednesday 2 Edinburgh Edinburgh Marriott
Thursday 3 Durham Durham County Cricket Club
Tuesday 8 Falkirk Macdonald Inchyra Grange
Wednesday 9 Aberdeen Holiday Inn Aberdeen West
Thursday 10 Glasgow Hampden Park
Round 3 Round 6
June November
Tuesday 4 Belfast Wellington Park Hotel NEW LOCATION Tuesday 19 Belfast Wellington Park Hotel NEW LOCATION
Wednesday 5 Falkirk Macdonald Inchyra Grange Wednesday 20 Edinburgh Edinburgh Marriott
Thursday 6 Durham Durham County Cricket Club Thursday 21 Durham Durham County Cricket Club
Tuesday 11 Edinburgh Edinburgh Marriott Tuesday 26 Falkirk Macdonald Inchyra Grange
Wednesday 12 Aberdeen Holiday Inn Aberdeen West Wednesday 27 Aberdeen Holiday Inn Aberdeen West
Thursday 13 Glasgow Hampden Park Thursday 28 Glasgow Hampden Park
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 1314 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9
For this reason, we also run some specialist investment events throughout the year,
Although our Investment Forums cover a wide range of
including Investment Conferences and Tax Efficient Investing meetings, along with
general investment issues, we understand that, in order to specialised workshops and seminars on Centra and our supervisor courses.
trade as independent, advisers also need information on
more esoteric areas of the market, or just more in-depth The short nature of the presentations was very
knowledge on specific areas. positive as it allowed many speakers and
varied topics. Very useful CPD and a
valuable and essential area of All our
financial planning. events are
Jane Bascombe, Best Practice IFA Group Ltd open to all our
Members
and
Clients
SPECIALIST INVESTMENT EVENTS
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 15SPECIALIST INVESTMENT EVENTS
INVESTMENT CONFERENCES
25 venues, 1 round
SimplyBiz Investment Services and its hand-picked partners will be coming together again
in the summer of 2019 to bring you its annual Investment Conferences.
These all day events, comprising a combination of relevant and interesting presentations
and engaging interactive panel debates, are designed to deliver practical, technical
knowledge, which can be used in your day-to-day processes.
From spotting market opportunities and new innovations in products, to operational
procedures and technology, these conferences will ensure advisers have access to all the
latest news from the wold of investments.
SPECIALIST WORKSHOPS
Venues and rounds to be confirmed
Following the popularity of our Non Mainstream and Tax Efficient Investment events,
we will once again be delivering a series of specialist investment workshops in 2019.
During the course of the year, we will be looking at the areas where we feel advisers would
most benefit from having access to additional sessions and adding workshops to the
calendar along the way.
In the planning already are:
1 Another round of tax efficient workshops
1 A round of ethical investment workshops
Further details will be released over the coming weeks.
16 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9INVESTMENT SUPERVISOR COURSES CENTRA TRAINING
Venues and rounds to be confirmed Running throughout the year across the UK
New to supervision or looking to refresh your skills? Following the launch of Centra in early 2018, over 2,400 advisers are now using a system
that an independent FTRC review said offered ‘expert guidance and time-savings, no
We run supervisor courses to allow our firms to develop those individuals charged with the
matter the chosen investment selection method’.
supervision of advisers within the firm.
To help support firms in the adoption of Centra, we will again be offering a choice of training
As an authorised firm, it is imperative that those in this role understand what the FCA’s
options throughout 2019, all designed to suit your particular needs.
term ‘supervision of advisers’ means and what the expectations are in terms of how a firm
conducts its business. Centra workshops
Whether you are new to supervision or an experienced supervisor looking to refresh your These workshops are practical, hands-on sessions, allowing you to take the driving seat
knowledge and skills in the implementation of a compliant training and competence with access to a live version of the system. You are joined by Centra experts from SimplyBiz
scheme and the monitoring of staff throughout; this course can help. Investment Services, who’ll be on hand to walk you through the full investment process and
get to grips with how to use the system.
These one-day courses will be run by members of our highly experienced compliance
team, who bring with them decades of financial services experience in both advising and Centra surgeries
compliance roles.
If you’re looking for some more dedicated support to ensure Centra works for you and your
There are a number of reasons for attending these courses: firm, then our surgeries might be what you’re looking for. Whether you just want some one-
1 It is an FCA requirement that advisory firms, (except sole practitioners) have at least one to-one training for a single member of staff so they can become your Centra ‘super-user’,
nominated supervisor and that this individual must maintain their supervisory skills on a or you want all your staff to be part of the session so everyone has a chance to ask their
regular basis and keep up to date with regulatory requirements. burning questions, these single firm, telephone surgeries are there to help.
1 Skills development of the supervisor will add value to the firm and should increase the
performance of the individuals being supervised.
1 The FCA generally expects firms to have adequate risk management systems in place;
this includes appropriate Training & Competence and Compliance plans.
1 It will help you understand the current industry risk areas to your business and how you
as a Supervisor can look to identify and address these, so de-risking your business.
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 1718 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9
As a nation, as long as we continue to want to own our SimplyBiz Mortgages events are always
own homes, we will need mortgage loans. That, however,
well organised, engaging and supported by a
could be the only constant, as the variety of loans that are
applicable to property purchase during the last ten years range of providers on the day. The insights and
has grown exponentially, as has the requirement for brokers knowledge gained on the day help to further
to operate compliantly. enhance our understanding resulting in
This is an ever-changing landscape that today’s broker has to understand and navigate to better outcomes for our clients.
be best placed to add value for their clients. Harish (Harry) Hirani (BAHons, MA) CeMAP®
All our
Managing Director – Lending & Insurance Specialist events are
These events look to offer an understanding of both key areas.
Key Life Financial Services Ltd open to all our
Members
and
Clients
SIMPLYBIZ MORTGAGES
EVENTS
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 19BEST OF THE BEST MORTGAGE 13 1
MASTERCLASS EVENTS VENUES ROUND
Our Best of The Best Masterclasses launched in 2018 and proved to be very valuable and
popular with you. These events feature some of the most renowned and respected
names in the world of mortgages. Designed to deliver exclusive insight and respected
thought-leadership, these sessions are certainly not to be missed.
January
Tuesday 8 Durham Hardwick Hall Hotel
Wednesday 9 Bradford Mercure Bradford
Thursday 10 Warrington Statham Lodge Hotel
Tuesday 15 Nottingham Village Hotel Nottingham
Wednesday 16 Solihull The Limes Country Lodge Hotel
Thursday 17 Swindon Village Hotel Swindon
Tuesday 22 Cornwall Lanhydrock Hotel & Golf Club
Wednesday 23 Taunton The Corner House Hotel
Thursday 24 Cardiff The Vale Hotel & Spa Resort
Tuesday 29 Bournemouth Dudsbury Golf Club
Wednesday 30 Gatwick Crowne Plaza Felbridge
February
Tuesday 5 Essex Holiday Inn Basildon
Wednesday 6 Cambridge Newmarket Racecourse
20 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9MORTGAGE MEETINGS 13
VENUES
3
ROUNDS
Our round-table Mortgage Meetings are always a favourite with you, offering something
for everyone on all the current hot topics. In 2019, we will bring you three rounds of these
events, with round one kicking off in March.
Round 1
March
Tuesday 5 Glasgow Hampden Park
Wednesday 6 Durham Hardwick Hall
Thursday 7 Sheffield Hellaby Hall Hotel
Tuesday 12 Bristol Kings Weston House
Wednesday 13 Cardiff The Vale Hotel & Spa Resort
Thursday 14 Cornwall Lanhydrock Hotel & Golf Club
Tuesday 19 Warrington Statham Lodge Hotel
Wednesday 20 East Midlands Hilton East Midlands Airport
Thursday 21 Coventry Holiday Inn Coventry M6 Jct 2
Tuesday 26 Essex Holiday Inn Basildon
Wednesday 27 North London Holiday Inn London Elstree
April
Tuesday 2 Gatwick Crowne Plaza Felbridge
Wednesday 3 Exeter Sandy Park Conference Centre
Dates for rounds 2 and 3 will follow later in the year. Watch your inbox for more
details later in the year.
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 21MORTGAGE BATTLE 10 1
EVENTS VENUES ROUND
Introduced in 2018, these events pitch market-leading lenders against one another to
establish who brings you what you really need.
Over the past decade, the mortgage world has changed significantly and the standard
service provision that was available to brokers in the first decade of the century has had to
adapt to changed demand from not only the client, but also that of the mortgage broker.
With a raft of lenders available, it can be difficult to stay on top of all the change and
innovation from each lender – and with that in mind, we bring the three key sectors in our
industry together to detail the ways in which they are able to support you and your clients.
Pitched as The Battle of the Brands, we are not expecting the relevant representative to
come to blows whilst they battle for your favour, but instead go toe-to-toe to discuss what
the benefits are to you in dealing specifically with their sector and, in particular, their firm.
We expect you to learn a considerable amount about these brands during the day and, for a
bit of fun, we will ask you to take part in a vote to offer your opinion regarding who you felt
won the battle of hearts and minds at your event.
All attendee feedback will be collated and the overall ‘winner’ will be announced at the end
of the round.
So who will your winner be – the banks, the building societies or the centralised lenders?
22 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9MORTGAGE & PROTECTION
SUPERVISOR COURSES
New to supervision or looking to refresh your skills?
We run supervisor courses to allow our firms to develop those individuals charged with the
supervision of advisers within the firm.
As an authorised firm, it is imperative that those in this role understand what the FCA’s
term ‘supervision of advisers’ means and what the expectations are in terms of how a firm
conducts its business.
Whether you are new to supervision or an experienced supervisor looking to refresh your
knowledge and skills in the implementation of a compliant training and competence
scheme and the monitoring of staff throughout; this course can help.
These one day courses are specifically designed for supervisors with a mortgages and/or
protection focus and are run by members of our highly experienced compliance team who
bring with them decades of experience in both advising and compliance settings.
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 2324 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9
Our SimplyBiz Mortgages team supports the Mortgage The event was extremely useful and very
Showcase Expos taking place in three locations in the
interesting. I thought the whole day was worth
North, the Midlands and the South of England.
attending and taking time away from the office
These events offer the opportunity to meet with lenders and providers and are supported
by seminars throughout the day covering the topics of the moment and offer the
for. I liked the set up and it was well organised
equivalent CPD. and run.
Our protection events aim to leave attendees with a good understanding of the wide range Tony Wadsworth, MCA (Bolton) Limited,
of protection products available to support their clients varying needs and requirements. T/A Advanced Mortgage Solutions All our
events are
open to all our
Members
and
Clients
OTHER MORTGAGE FOCUSSED
& PROTECTION EVENTS
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 25PROTECTION EVENTS 13
VENUES
1
ROUND
Whether you are already operating fully in the world of protection, or want to find out more
about the products, market and opportunities available, this series of events holds a range
of sessions that look certain to deliver a relevant and engaging day.
Protection is often referred to as the cornerstone of financial planning, and as an adviser
you are aware that its core aims are to ensure your client, their family and their assets are
adequately covered – providing them with piece of mind when they need it most.
However, the protection market is vibrant and thriving, and the ways in which you can meet
your clients’ needs are constantly evolving. The Protection Events, hosted in a popular
roundtable format, offer the opportunity to really get under the skin of the latest products
and developments and engage with some of the leading providers in the market and the
SimplyBiz Mortgages team.
The events tackle everything from complex subjects such as IHT planning, through to the
new breed of products that are no longer just about financial support after the loss of a
loved one, helping to enable your clients to keep fit, healthy, and lead highly fulfilling lives.
We will also share ideas around how you can grow your protection business, where you can
find additional support in placing complex cases, training, and how we and our website can
support you throughout 2019.
These events will take place in April and May – keep an eye on the website and your inbox
for more details coming soon.
26 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9MORTGAGE SHOWCASES 3
VENUES
Mortgage Showcases follow a tried and tested format where you’ll be able to speak
with over forty lenders and providers plus other supporting services in our extensive
marketplace. Their availability gives you the opportunity to discuss your clients and
business needs in depth with the representatives who will be available all day.
In addition, we have developed a highly insightful seminar programme to ensure you get
the inside track on what’s happening in our sector, the key topics, opportunities and tips
and hints regarding how you and your clients can get the most form your conversations.
We will also host a couple of panel debates that will allow you to hear from key industry
personnel on a variety of matters , thereby arming yourself with useful information the
next time you speak with your client base, keeping your knowledge one step ahead of the
competition.
Our first Showcase of 2019 will be North London on Wednesday 13 February at the
Holiday Inn London Elstree. Keep an eye on your inbox for more information coming soon.
To find out more, visit www.mortgageshowcase.co.uk
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 2728 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9
We believe development is absolutely key in helping financial services professionals
The financial services industry does not stand still;
ensure their knowledge and skill set are kept relevant and topical. In the run up to the
innovation in both technology and product development implementation of the RDR, the main focus for many of those working in financial services
mean that our sector is constantly evolving. At the same was firmly upon qualifications as they sought to reach Level 4 Status. Although many
advisers have continued on to sit more exams and gain further qualifications, there is also a
time, the breadth of information and options available to large, and increasing, interest in other areas of development including soft skills, business
consumers is also growing, and it is imperative that advisers management and conduct and ethics.
keep up in order to be able to demonstrate not only the The New Model Business Academy offers guidance in all of these areas, and can support
you at every stage of your ongoing professional development journey; from identifying your
importance of professional advice generally, but also the needs and building a process through which to address them to ensuring that you capitalise
key strengths of their own services and proposition. on your strengths in the most profitable way. Although everybody’s development needs are
individual, there are common threads around which we build the services available through
our professional development programme.
...we believe development is absolutely key in helping financial services All our
professionals ensure their knowledge and skill set are kept relevant and topical. events are
open to all our
Members
and
NMBA EVENTS
Clients
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 29BEST PRACTICE MEETINGS
12 venues, 2 rounds
NMBA EVENTS Best Practice Meetings are interactive and engaging, designed to progress your business
for even better client outcomes, with each meeting giving you access to valuable ‘adviser
intelligence’ from the sharing of experiences and ideas from your peers.
These meetings will include generic educational sessions, which will support regulated
continued professional development, and a large proportion of the overall content will be
accredited by NMBA for structured CPD. There will also be substantial portion of the agenda
designed for attendees to debate and discuss topical issues in an open forum and evolve a
more profitable and efficient business.
One of the key benefits of Best Practice Meetings is for attendees to use the event as
an opportunity to exchange thoughts and ideas on practical, productive solutions, and
overcome challenges together, in order to enhance the quality of advice delivered to
customers.
Round 1
February
Tuesday 12 Bolton Bolton Whites Hotel
Wednesday 13 Leeds Village Hotel – Leeds South
Thursday 14 Glasgow The Westerwood Hotel & Golf Resort
Tuesday 26 Central London Congress Centre
Wednesday 27 Chelmsford Pontlands Park Hotel
March
Tuesday 5 Birmingham Village Hotel Solihull
Wednesday 6 Cardiff The Vale Resort Hotel & Spa
Thursday 7 Exeter Sandy Park Conference & Banqueting Centre
Wednesday 13 Nottingham Eastwood Hall
Thursday 14 Manchester Manchester Airport Marriott Hotel
Tuesday 19 North London Holiday Inn London/Elstree
Wednesday 20 Southampton Macdonald Botley Park Hotel & Spa
30 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 Keep an eye on your inbox for details of round 2 coming later in the year.BUSINESS EVOLUTION FORUMS CORPORATE MASTERCLASSES
10 venues, 1 round 6 venues
NMBA’s Business Evolution Forums provide a great opportunity to fully engage with These meetings will include generic educational sessions, which will support regulated
experts, listen to their advice, have discussions with your peers, and ask questions relevant continued professional development, and a large proportion of the overall content will be
to your individual and business needs. accredited by NMBA for structured CPD. It is expected that the agenda should specifically
deliver content, which is relevant to financial advisers involved in corporate advice or those
Our Business Evolution Forums provides practical and useful guidance on how to evolve
wanting to develop their businesses towards workplace propositions. This would also be in
your business model, diversify income streams and shape your proposition to meet the
accordance with the training and development needs outlined by the NMBA membership,
needs of a segmented client-base. By working with other advisers and our hand-picked
in order to enhance the quality of advice delivered to customers.
partners, the New Model Business Academy will help you to not only visualise the direction
in which you would like your business to go, but also to turn that vision into reality. March
May Tuesday 26 Leeds Village Hotel – Leeds South
Tuesday 21 Southampton Macdonald Botley Park Hotel & Spa Tuesday 27 Manchester Manchester Airport Marriott Hotel
Wednesday 22 Exeter Sandy Park Conference & Banqueting Centre April
Thursday 23 Cardiff The Vale Resort Hotel & Spa Tuesday 2 Cardiff The Vale Resort Hotel & Spa
June Wednesday 3 Birmingham Village Hotel Solihull
Tuesday 4 Central London Congress Centre Tuesday 30 North London Holiday Inn London/Elstree
Wednesday 5 Chelmsford Pontlands Park Hotel
Wednesday 19 Birmingham Village Hotel Solihull
Thursday 20 Nottingham Eastwood Hall
Tuesday 25 Leeds Village Hotel – Leeds South
Wednesday 26 Bolton Bolton Whites Hotel
Thursday 27 Glasgow The Westerwood Hotel & Golf Resort
...a great opportunity to fully engage with
experts, listen to their advice, have discussions
with your peers, and ask questions relevant to
your individual and business needs.
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 31LIVE BROADCASTS
To complement our face-to-face events, we have a
programme of live broadcasts, providing you with access to
leading industry figures discussing the key issues and hot
topics of the moment.
THE ADVICE SHOW
The Advice Show is a live broadcast featuring an array of industry leaders discussing the
big issues shaping our industry and is broadcast straight to your laptop, phone or any other
device, wherever you are, meaning you don’t have to go anywhere to get all the latest news,
views and insight.
We broadcast three distinct type of show, each designed to cover different aspects of the
advice landscape.
ADVICE SHOW: BITE SIZE
To complement our main programme, and to ensure you are always right up to date with
the latest goings on, we will bring you Advice Show Bite Size – a two hour special which
complements our main show and broadcasts in January and July.
32 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9ADVICE SHOW: MAIN WEBINARS
We broadcast two full programmes in March and September, which tackle a whole host Whilst we understand the significant value of face-to-face educational events, we also
of issues and opportunities form the markets, challenges and opportunities facing the know that every day out of the office means less time to spend with your clients!
advisory sector, technology and more. The programme will usually run for four hours, Therefore, our online learning and development events mean that you can still benefit
allowing you to tune in and watch the entire programme or just select the bits of interest to from relevant sessions from the comfort of your home, office... or anywhere else with a
you – this truly is your programme. wi-fi connection!
The SimplyBiz Group delivers webinars on a wide range of subject areas, presented by
ADVICE SHOW: MI LIVE members of the team and our key partners. Generally between 30 and 60 minutes long,
This is our dedicated Mortgage and Insurance show, providing you with two hours of insight each online session is built to the same high-standard as our face-to-face events. Included
into these markets and the opportunities that lie ahead, and is brought to you in May and in the programme are educational training events, demonstrations of new technology and
November. systems and updates on products or initiatives introduced by our partners.
Visit www.theadviceshow.co.uk for more information and to book on to the next show. Some of our best attended webinars from 2018 included:
1 Royal London – Pension death benefits – facts and planning
Date Show 1 Aviva – Buying your home and keeping it
Monday 21 January Advice Show: Bite Size 1 Aegon – The big advice opportunity – succession planning
Monday 18 March Advice Show: Main Best of all, if you miss an online event, or just want to have a second look, you can access
Monday 13 May Advice Show: Mi Live recordings of all of our online events through your Member or Client website.
Monday 1 July Advice Show: Bite Size Full details of our webinar programme will be made available on your Member or
Monday 16 September Advice Show: Main Client website and also via email during the year.
Monday 11 November Advice Show: Mi Live
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 33QUALITY GUARANTEED
We understand that, for events to be truly beneficial to our
Member and Client Firms, they have to act as more than just
a CPD box-ticking exercise.
That’s why, before you see a single session at any of our events, we undertake months of
work in advance, analysing your feedback from previous rounds and building an agenda
which we feel will best deliver the information relevant to your business, in the most
interesting and engaging way possible. We then work alongside our partners to design the
content and flow of each session and interact with key people from within The SimplyBiz
Group to ensure a range of specialist perspectives on the day.
Whilst we have an events team which is solely dedicated to ensuring that your experience
as an attendee at any one of our meetings is satisfactory, dozens of the Group team are
involved at some level in maintaining the relevance, technical accuracy and high quality of
our events programme.
The majority of our events qualify for structured CPD, with the others providing the
opportunity to build up your unstructured hours. When structured CPD is available, we
ensure that learning objectives and a set of questions to demonstrate your understanding
of the areas covered are provided, giving you the means to easily track and evidence your
structured learning.
34 T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9The Chartered Insurance Institute
We believe that learning and professional growth should never stop. Continuing
Professional Development (CPD) ensures that you keep your skills and knowledge
up-to-date and, in turn, remain competent to perform your job.
All qualified CII members are obliged to comply with the scheme’s requirements
and commit to ongoing learning and development. The Chartered Insurance
In order to demonstrate how seriously we take the matter of our accreditation, we work Institute works closely with organisations to ensure that their accredited events
very closely with both the CII and LIBF every year to make sure that our schedule and and learning outcomes are held to the highest standards.
processes go above and beyond their requirements. This means that when it’s time to CPD is an essential requirement of any professional. Ensuring that your knowledge
renew your Statement of Professional Standing, the accredited body that is reviewing your remains relevant is key to providing good consumer outcomes, safeguarding the
record is likely to recognise that CPD collected through SimplyBiz Group events is of an public and meeting their expectations of dealing with the profession. Undertaking
already proven high quality. your CPD with an organisation that has achieved CII CPD accreditation means
However, the most important steer on how we are doing with our events is your feedback. that you can rest assured the content is focussed on meeting the needs and
Please do take the time to complete your feedback form at the end of meetings, or get in expectations of consumers.
touch with our events team at any point to let us know what you think we are doing well, The SimplyBiz Investment Forums and Learning and Development Events and
what you’d like to see more of and what you feel could be improved. We are listening and we Compliance First Professional Development Events have achieved CII CPD
hope that you can see that we react to your comments and strive to constantly improve our accreditation. This signifies that they are of a high quality and that Chartered
events programme. Insurance Institute and Personal Finance Society members may use them to
To let us know what you think, please don’t hesitate to get in touch on contribute to their annual CPD requirements.
01484 443479 or at simplyevents@simplybiz.co.uk Sandra McDonald BA (Hons) Cert CII ACIM
Development Manager
Chartered Insurance Institute
T H E S I M P LY B I Z G R O U P • E V E N T S P R O G R A M M E 2 01 9 35The John Smith’s Stadium, Stadium Way, Huddersfield HD1 6PG
Tel: 01484 443479
Fax: 01484 439101
Email: simplyevents@simplybiz.co.uk
www.simplybiz.co.uk
www.compliancefirst.co.uk
www.simplybizmortgages.co.uk
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