GROW: On Tour is back — bringing the learning to you.
We’re hitting the road again this October, bringing you five expert-led sessions from Aberdeen, AJ Bell, Octopus Investments, Vanguard - and us! Join us at the Aztec Hotel in Bristol for a day designed to spark ideas, challenge thinking, and elevate the way you support your clients.
This isn’t your typical roadshow. Expect small-group sessions in a relaxed, collaborative setting where you can ask questions, share experiences, and gain practical insights you can actually use. You’ll be in great company too — connecting with fellow financial advisers, paraplanners, compliance managers and other financial professionals, who are all focused on delivering better outcomes.
Across the day, we’ll break into two small groups with rotating speakers sharing actionable insights on some of our most highly requested topics.
Expect a day of invaluable insights, meaningful networking and hopefully some fun along the way.
In short - nothing!
Thanks to the generous support of our partners, there's no cost to attend. However, we do have a cancellation policy: if you book a spot but don’t show up without letting us know in advance, a £50 admin fee will apply.
Spaces are limited, so please only grab a ticket if you’re planning to join us on the day. Max 3 tickets per firm.
For the running order of the day and details for each of the four sessions, see below.
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☕️ 10:00 Arrival with refreshments
🤗 10:20 Verve welcome
⭐ 10:50 Session 1
☕️ 11:30 Refreshment break
⭐ 11:50 Session 2
🍴 12:30 Lunch
⭐ 13:10 Session 3
☕ 13:50 Refreshment break
⭐ 14:10 Session 4
👋 14:50 Verve closing remarks
Aberdeen - From Consumer Duty to consumer understanding: MPS, regulation and opportunity
Learn to embrace Consumer Duty as a tool for building a better business.
Regulation isn't going away. The question is whether you treat it as a burden or a business advantage.
MPS scrutiny is increasing. Consumer Duty is becoming more embedded. And the bar for evidencing genuine client understanding - not just technical compliance - is rising.
Most firms are focused on keeping up. This session is about getting ahead. Aberdeen will show you what consumer understanding actually looks like in practice, how clients experience your advice, how they grasp risk and outcomes, and how they recognise the value you provide.
From there, you'll explore how to turn regulatory expectations into a genuinely distinctive proposition - one that protects your business, deepens client trust, and creates a framework for sustainable growth.
Learning Objectives:
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AJ Bell - Technical round-up: the rules are changing - is your planning strategy?
Get a new take on wrappers, designed for an evolving industry.
Advisers are trying to navigate a succession of important planning rule changes right now. Keeping up with them all is one thing. Understanding how they interact – and what that means for your clients' strategies – is another.
In this practical session, Senior Technical Consultants Lisa Webster and Joshua Croft cut through the noise and focus on what actually matters. They'll cover the new ISA rules arriving in April 2027 – including restrictions on cash and cash-like investments, charges on interest, and what the reforms mean in practice. They'll also tackle the pensions and IHT question head-on, asking if the widely discussed ‘pension first’ retirement income strategy is really the right answer for your clients.
The session closes with the introduction of AJ Bell's Great Wrapper Reset -a fresh framework for wrapper strategies in a world of rising complexity, evolving tax rules, and changing retirement planning assumptions.
Learning Objectives:
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Octopus Investments - Business relief in 2026: more relevant than ever
Learn what’s changed across business relief, and approach conversations with confidence.
Business relief has been part of UK inheritance tax legislation since 1976. But in 2026, it's changed significantly - and the planning implications for your clients are bigger than ever.
The Autumn Budget 2024 introduced the most significant BR reforms in a generation. From April 2027, undrawn pension pots fall into taxable estates too. And with IHT receipts projected to exceed £12.6 billion by 2028–29 and nil rate bands frozen until 2030, more clients are being drawn into the IHT net without realising it.
This session cuts through the complexity. Octopus Investments will equip you with a clear framework to understand what's changed, apply BR across real client scenarios, conduct proper due diligence, and identify who to prioritise - so you can approach these conversations with confidence, not hesitation.
Learning Objectives:
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Vanguard - Adviser Alpha in the age of AI: is this changing?
Learn where AI adds value, and futureproof your practice.
Vanguard has been researching and articulating the value of financial advice for 25 years. They've studied what advisers actually deliver (beyond returns) and how clients experience that value. Now they're asking a harder question - how does AI change any of that?
It's a question worth sitting with. Because the advisers who thrive in the next decade won't be the ones who ignore AI, or the ones who hand everything over to it. They'll be the ones who understand exactly where their value lies, and lean into it.
This session pulls together Vanguard's latest thinking on Adviser Alpha, explores where AI genuinely enhances what you do, and gives you a clearer picture of the skills and relationships that will define great advice in the years ahead.
Learning Objectives:
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