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    Keeping it R.E.A.L.

    05 Jun 2024
    Webinar

    Information for advice professionals only.

    Regulations, Education And Legislation. As we approach the mid point of 2024, this session will focus on the current regulatory environment facing financial advisers, from QAR to RITC and beyond. We will also focus on legislative changes that might impact client strategies. 

    CPD Accredited - Watch now

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    End of financial year strategies
    22 May 2024

    End of financial year strategies

    This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.

    We­bi­nar
    Getting it 100% right
    08 May 2024

    Getting it 100% right

    In this, our 100th episode of the BT Academy Technical webinar series, we explore the ethical question of whether it's possible to get it 100% right, all of the time. It may be what we strive for, but what gets in the way?
    We­bi­nar
    Are we headed for better days?
    10 Apr 2024

    Are we headed for better days?

    A lot has been discussed in the first quarter of 2024. There have been discussions on the Quality of Advice Review, adjustments to tax cuts and changes to contribution caps.
    We­bi­nar




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