After incredible feedback, we are delighted to announce that GROW: On Tour is back!
Join us this October for the opportunity to connect in person with like-minded professionals, take part in small working groups where you can speak openly, ask questions and gain insights not just from expert speakers, but from each other – all within a trusted, collaborative environment.
Our partners, Quilter and Marlborough, will provide you with the essential tools to drive better client outcomes whilst expanding your expertise with dynamic, knowledge-packed sessions full of practical insights you can take back to your teams.
What’s the format?
On the day, you’ll be placed into small groups of 15-20 for a more personal, interactive and engaging experience. Our speakers will rotate through each group, delivering focused 40-minute sessions. This way, you’ll get to take part in every session without having to choose between them. There’ll be ample time during the morning to network with your peers and lunch is on us too!
- 10:00: Arrival with refreshments
- 10:30: Verve welcome
- 10:50: Session 1 ✨
- 11:30: Refreshment break
- 11:50: Session 2 ✨
- 12:30: Lunch
- 13:10: Session 3 ✨
- 13:50: Verve wrap up and closing remarks
- 14:00: Event close
Inheritance Tax (IHT) has taken centre stage this year, and we've been fortunate to host several insightful webinars with Quilter, breaking down the changes and what they mean for you.
Thanks to overwhelming demand for more on this topic, we’re excited to bring you an in-person, interactive session as part of the October GROW: On Tour events.
In a rapidly changing financial landscape - make sure you stay ahead of the curve. This insightful session will focus on the impact of the pension IHT changes and how you can future proof your advice strategies.
Marlborough - MPS vs Multi-Asset Funds: Navigating the best of both worlds
The Model Portfolio Service (MPS) market continues to expand at pace, with assets under management in the UK surpassing £140 billion in the second half of 2024 alone. As competition intensifies, so too does regulatory scrutiny. The Financial Conduct Authority has announced a forthcoming review of MPS provision through the lens of Consumer Duty - aiming to ensure that clients receive outcomes aligned with their expectations.
Against this backdrop, this interactive session is designed to challenge conventional thinking and spark meaningful debate. Get ready to explore the full spectrum of multi-asset solutions - from MPS and Multi-Asset Funds to bespoke portfolios and even the creation of proprietary funds.
Is there a definitive “best” approach? Or is that simply a matter of perspective - shaped by the manufacturer’s own proposition? Join Marlborough as they unpack the nuances, weigh the trade-offs, and help you navigate the evolving landscape with clarity and confidence.
Verve - Compliance confessionals
Every firm has them: the near-misses, the awkward “is this allowed?” moments, and the compliance slip-ups that no one wants to admit to. In Compliance Confessionals, we’re pulling back the curtain on real (and safely anonymised) stories from financial planning firms - the good, the bad, and the “you couldn’t make it up.”
This isn’t another dry compliance session. Think case studies with a twist. You’ll hear true-to-life scenarios, debate what should have happened, and discover how to turn compliance headaches into practical lessons.
What you can expect:
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