EVENTS PROGRAMME 2020 PROSPECTUS CONTENTS WELCOME TO
Learning and Development Events 4 THE 2020 Investment Forums 6 Professional Development Events 8 SIMPLYBIZ GROUP Specialist Investment Events 10 EVENTS Ethical, Socially Responsible and Governance Investing Workshops 11 PROSPECTUS. Tax Efficient Investing Workshops 11 Intergenerational Advice Masterclasses 12 I am delighted to officially announce our Investment Advice Events 13 2020 event schedule which, once again, Centra Training 14 will be our biggest programme to date. Mortgage and Protection Events 16 Built on the strong foundations that have made our events so Mortgage Meetings 17 successful over the years, we will provide you with access to Best of the Best Mortgage Events 17 an array of events, ensuring we deliver real choice and breadth Mortgage Showcase 18 of subject. We will continue to provide the valuable learning Mortgage Masterclass Events 18 opportunities advisers need, and access to the latest insight and support in what continues to be an ever-changing marketplace. Protection Workshops 19 Anti-Money Laundering, We are as committed as ever to delivering quality and variety, Fraud Awareness and Skills Training 19 which can be seen in the structure of our new programme. National Conferences 20 The programme can be broken up into three categories: NMBA Events 22 CORE 1 Best Practice Events 22 Two rounds of Learning and Development Events Business Evolution Forums 23 (21 venues each round) 1 Two rounds of Investment Forums (21 venues each round) Virtual Learning 24 1 Seven rounds of Professional Development Events The Advice Show 24 (North England, Scotland and Northern Ireland) Webinars 25 1 Two rounds of Mortgage Meetings (13 venues each round) 1 One round of Best of the Best Mortgage Events 2 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 WELCOME TO THE 2020 SIMPLYBIZ GROUP We will continue to provide the valuable learning opportunities EVENTS advisers need, and access to the latest insight and support in what PROSPECTUS. continues to be an ever-changing marketplace. SPECIALIST TRAINING AND KNOWLEDGE
1 Two rounds of Focussed Event Workshops In addition to our core Learning and Development Events, we are (ESG and Tax Efficient – 8 venues each) committed to running a number of events providing learning and 1 One round of Intergenerational Advice Masterclasses knowledge training. (8 venues) We continue to ensure our Members and Clients have access 1 Two rounds of Best Practice Events (15 venues at each) to the widest event programme available, and that we can 1 One round of Business Evolution Forums (10 venues) collectively continue to promote professionalism within the advice sector. 1 One round of Investment Advice Events (21 venues) 1 20 APS Training Days We hope to see you at an event soon. 1 Three National Conferences 1 Three Mortgage Showcase Events 1 Two rounds of Protection Events (Roadshows at 13 venues, Masterclass at 6 venues) 1 Two rounds of Mortgage Masterclass Events VIRTUAL Richard Ardron Marketing Director 1 Six Advice Shows The SimplyBiz Group 1 50 Webinars 1 40 Centra Workshops 1 20 Virtual Learning Events
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 3 21 2 LEARNING VENUES ROUNDS & DEVELOPMENT EVENTS
The flagship of our annual SimplyBiz programme, the Learning and Development Events are designed to deliver something for everyone.
Covering a diverse range of subjects from pensions and retirement to the transforming client landscape and client behaviours, our LDEs are an extremely useful way to spend a day, and pick up some structured CPD.
One of the most valuable parts of the agenda is the regulatory and policy update, delivered by our specialist compliance team. As regulatory demands prove ever-increasing, these sessions cut through the noise, and the rulebook, and help you understand exactly what is needed in order to provide a compliant and transparent service to your clients. ...these sessions cut through the noise, and the rulebook, and help you understand exactly what is needed in order to provide a compliant and transparent service...
4 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 Round 1 Round 2
APRIL NOVEMBER Mercure Maidstone Tuesday 3 Chester Chester St David’s Tuesday 21 Maidstone Great Danes Hotel Blackburn Rovers Wednesday 4 Blackburn Wednesday 22 Gatwick Crowne Plaza Gatwick/Crawley Football Club
Thursday 23 Southampton Macdonald Botley Park Hotel Thursday 5 Wakefield Cedar Court Hotel (Wakefield)
Tuesday 28 Chelmsford Stock Brook Manor Tuesday 10 Cornwall Lanhydrock Hotel
Wednesday 29 Norwich Dunston Hall Wednesday 11 Exeter Sandy Park Conference Centre MAY Thursday 12 Cardiff The Vale Hotel & Spa Resort Tuesday 5 Chester Chester St David’s Tuesday 17 Wetherby Wetherby Racecourse
Wednesday 6 Wetherby Wetherby Racecourse Wednesday 18 Nottingham Eastwood Hall
Tuesday 12 Cornwall Lanhydrock Hotel Thursday 19 Cheltenham Cheltenham Chase
Wednesday 13 Exeter Sandy Park Conference Centre Tuesday 24 Leicester Sketchley Grange Hotel & Spa
Thursday 14 Cardiff The Vale Hotel & Spa Resort Wednesday 25 Wolverhampton The Racecourse Hallmark Hotel – JUNE Thursday 26 Manchester Manchester Airport Blackburn Rovers Tuesday 2 Blackburn Football Club DECEMBER Wednesday 3 Mercure Maidstone Wakefield Cedar Court Hotel (Wakefield) Tuesday 1 Maidstone Great Danes Hotel Tuesday 9 Birmingham National Motorcycle Museum Wednesday 2 Gatwick Crowne Plaza Gatwick/Crawley Wednesday 10 North London Holiday Inn London/Elstree Thursday 3 Southampton Macdonald Botley Park Hotel Thursday 11 Central London Victory Services Club Tuesday 8 Birmingham National Motorcycle Museum Tuesday 16 Wolverhampton The Racecourse Wednesday 9 Milton Keynes Devere Horwood Estate Wednesday 17 Leicester Sketchley Grange Hotel & Spa Thursday 10 Norwich Dunston Hall Thursday 18 Milton Keynes Devere Horwood Estate Tuesday 15 Chelmsford Stock Brook Manor Hallmark Hotel – Tuesday 23 Manchester Manchester Airport Wednesday 16 Central London Victory Services Club
Wednesday 24 Nottingham Eastwood Hall Thursday 17 North London Holiday Inn London/Elstree
Thursday 25 Cheltenham Cheltenham Chase
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 5 21 2 INVESTMENT VENUES ROUNDS FORUMS
The ever-popular Investment Forums are back for 2020, taking place in 21 venues across the UK.
Each event is designed to offer expert opinion and insight into key market drivers and to provide a general overview of the major topics and trends of the moment, whilst delving into the latest thinking behind investment strategies and solutions.
And again, this is your opportunity to catch up with our compliance team and hear about all the developments in the world of regulation. Each event is designed to offer expert opinion and insight into key market drivers and to provide a general overview of the major topics and trends of the moment...
6 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 Round 1 Round 2
FEBRUARY SEPTEMBER Tuesday 4 Cornwall Lanhydrock Hotel Tuesday 8 Chester Chester St David’s
Wednesday 5 Exeter Sandy Park Conference Centre Blackburn Rovers Wednesday 9 Blackburn Football Club Thursday 6 Cardiff The Vale Hotel & Spa Resort Thursday 10 Wakefield Cedar Court Hotel (Wakefield) Tuesday 11 Birmingham National Motorcycle Museum Tuesday 15 Cornwall Lanhydrock Hotel Wednesday 12 Central London Victory Services Club Wednesday 16 Exeter Sandy Park Conference Centre Thursday 13 North London Holiday Inn London/Elstree Thursday 17 Cardiff The Vale Hotel & Spa Resort Tuesday 25 Chelmsford Stock Brook Manor Tuesday 22 Milton Keynes DeVere Horwood Estate Wednesday 26 Norwich Dunston Hall Wednesday 23 Chelmsford Stock Brook Manor Thursday 27 Milton Keynes DeVere Horwood Estate Thursday 24 Norwich Dunston Hall MARCH Tuesday 29 Cheltenham Cheltenham Chase Mercure Maidstone Tuesday 3 Maidstone Great Danes Hotel Wednesday 30 Wolverhampton The Racecourse Wednesday 4 Gatwick Crowne Plaza Gatwick/Crawley OCTOBER Thursday 5 Southampton Macdonald Botley Park Hotel Thursday 1 Leicester Sketchley Grange Hotel & Spa
Tuesday 10 Nottingham Eastwood Hall Tuesday 6 Nottingham Eastwood Hall
Hallmark Hotel – Hallmark Hotel – Wednesday 11 Manchester Wednesday 7 Manchester Manchester Airport Manchester Airport
Thursday 12 Wetherby Wetherby Racecourse Thursday 8 Wetherby Wetherby Racecourse
Tuesday 17 Cheltenham Cheltenham Chase Tuesday 13 Birmingham National Motorcycle Museum
Wednesday 18 Wolverhampton The Racecourse Wednesday 14 Central London Victory Services Club
Thursday 19 Leicester Sketchley Grange Hotel & Spa Thursday 15 North London Holiday Inn London/Elstree
Tuesday 24 Chester Chester St David’s Tuesday 20 Southampton Macdonald Botley Park Hotel
Blackburn Rovers Wednesday 21 Gatwick Crowne Plaza Gatwick/Crawley Wednesday 25 Blackburn Football Club Mercure Maidstone Thursday 22 Maidstone Thursday 26 Wakefield Cedar Court Hotel (Wakefield) Great Danes Hotel
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 7 6 7 PROFESSIONAL VENUES ROUNDS DEVELOPMENT EVENTS
The Professional Development Events are the flagship of the Compliance First programme, and take place at venues across Scotland, as well as visiting Northern Ireland and the North of England, to ensure all our Member and Client Firms have access to the very best events.
Each event will provide delegates with a rich blend of subject matter and learning opportunities and, as they run every other month, you can be assured that the content will remain fresh and topical. Plus, rounds one, two, four and seven will finish with our ever-popular, and increasingly important, compliance update. Round 1
JANUARY Hilton Templepatrick Tuesday 14 Belfast Golf & Country Club
Wednesday 15 Edinburgh Edinburgh Marriott
Thursday 16 Durham Ramside Hall Hotel & Spa
Tuesday 21 Falkirk Macdonald Inchyra Hotel & Spa
Wednesday 22 Aberdeen Holiday Inn Aberdeen West
Thursday 23 Glasgow Hampden Park
8 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 Round 2 Round 5 – Tax Efficient Investments
MARCH SEPTEMBER Hilton Templepatrick Hilton Templepatrick Tuesday 24 Belfast Tuesday 8 Belfast Golf & Country Club Golf & Country Club
Wednesday 25 Edinburgh Edinburgh Marriott Wednesday 9 Falkirk Macdonald Inchyra Hotel & Spa
Thursday 26 Durham Durham County Cricket Club Thursday 10 Durham Durham County Cricket Club
Tuesday 31 Falkirk Macdonald Inchyra Hotel & Spa Tuesday 15 Edinburgh Edinburgh Marriott APRIL Wednesday 16 Aberdeen Holiday Inn Aberdeen West Wednesday 1 Aberdeen Holiday Inn Aberdeen West Thursday 17 Glasgow Hampden Park
Thursday 2 Glasgow Hampden Park Round 6 – Protection Specials
Round 3 – Investment Advice Events OCTOBER Hilton Templepatrick APRIL Tuesday 20 Belfast Golf & Country Club Hilton Templepatrick Tuesday 21 Belfast Golf & Country Club Wednesday 21 Edinburgh Edinburgh Marriott
Wednesday 22 Edinburgh Edinburgh Marriott Thursday 22 Durham Durham County Cricket Club
Thursday 23 Durham Durham County Cricket Club Tuesday 27 Falkirk Macdonald Inchyra Hotel & Spa
Tuesday 28 Falkirk Macdonald Inchyra Hotel & Spa Wednesday 28 Aberdeen Holiday Inn Aberdeen West
Wednesday 29 Aberdeen Holiday Inn Aberdeen West Thursday 29 Glasgow Hampden Park
Thursday 30 Glasgow Hampden Park Round 7
Round 4 DECEMBER Hilton Templepatrick JUNE Tuesday 1 Belfast Golf & Country Club Hilton Templepatrick Tuesday 2 Belfast Golf & Country Club Wednesday 2 Edinburgh Edinburgh Marriott
Wednesday 3 Edinburgh Edinburgh Marriott Thursday 3 Durham Durham County Cricket Club
Thursday 4 Durham Durham County Cricket Club Tuesday 8 Falkirk Macdonald Inchyra Hotel & Spa
Tuesday 9 Falkirk Macdonald Inchyra Hotel & Spa Wednesday 9 Aberdeen Holiday Inn Aberdeen West
Wednesday 10 Aberdeen Holiday Inn Aberdeen West Thursday 10 Glasgow Hampden Park
Thursday 11 Glasgow Glynhill Hotel
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 9 SPECIALIST INVESTMENT EVENTS
Being an independent financial adviser means it’s necessary to have an awareness of a wide spectrum of solutions. As you know, there are some areas of investing that are now starting to move from the peripheral into focus and, as such, access to wider information and support becomes vital for advisers.
As ‘non-mainstream’ becomes the new normal, our Specialist Investment Events will ensure that you receive a balanced and in-depth view across the diverse landscape of investments, from some of the leading experts in the field.
10 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 TAX EFFICIENT INVESTING WORKSHOPS 1 round • 8 venues As some of the lesser known tax efficient investment products start to make their way into the mainstream, we will once again gather experts in this area to provide insight and food for thought. At these events, you will learn more about the non- mainstream market, and examples of situations in which it may offer solutions for your clients. Our aim is that the workshops will provide you with enough guidance to make informed and confident choices when deciding whether such solutions are right for your clients.
FEBRUARY Wednesday 26 Leeds Village Hotel Leeds South
Thursday 27 Bolton Bolton Whites Hotel ETHICAL, SOCIALLY RESPONSIBLE AND MARCH GOVERNANCE INVESTING WORKSHOPS Tuesday 3 Exeter Sandy Park Conference Centre
1 round • 8 venues Wednesday 4 Cardiff Vale Hotel & Spa Resort
Over the past few years there has undoubtedly been a significant Tuesday 10 North London Holiday Inn London/Elstree societal shift in the emphasis placed on issues of sustainability, Wednesday 11 Birmingham National Motorcycle Museum environmental impact and ‘good governance’ that has permeated corporate activity and investment management. Wednesday 18 Southampton Macdonald Botley Park Hotel Thursday 19 Lingfield Lingfield Park Resort Our ESG workshops are designed to help you deconstruct and understand all the moving parts of this marketplace – be it ethical, socially responsible, governance-based or impact investing.
At each event, you will receive insight into all the key issues, from a wide view of the terminology and methods used, through to specific case studies of how individual companies may fare against various potential screening criteria. Of course, we will aim to put this in the context of regulatory expectations and efficient business processes, focusing on what it all means and how you can adopt such solutions in the advice process.
Coming November/December 2020.
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 11 With estimates as high as INTERGENERATIONAL ADVICE MASTERCLASSES £1 trillion of assets expected 1 round • 8 venues to flow to future generations With estimates as high as £1 trillion of assets expected to flow to future generations in the next decade, it’s hardly surprising that in the next decade, it’s hardly advisers have rated intergenerational advice as number two on surprising that advisers have their list of opportunities in 2020 (just behind technology). However, with very few advisers saying that they are currently rated intergenerational advice facilitating family conversations to help manage this transfer, as number two on their list of there is much support needed to realise these opportunities. With this in mind, we are putting on a round of dedicated opportunities in 2020... workshops to provide information and advice around trends, opportunities and how to tackle the intergenerational gap.
Coming July 2020.
12 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 APRIL
Hilton Templepatrick Tuesday 21 Belfast Golf & Country Club
Wednesday 22 Edinburgh Edinburgh Marriott
Thursday 23 Durham Durham County Cricket Club
Tuesday 28 Falkirk Macdonald Inchyra Hotel & Spa
Wednesday 29 Aberdeen Holiday Inn Aberdeen West
Thursday 30 Glasgow Hampden Park JUNE
Blackburn Rovers Tuesday 16 Blackburn Football Club
Wednesday 17 Wakefield Cedar Court Hotel (Wakefield)
Thursday 18 Chester Chester St David’s
Tuesday 23 Norwich Dunston Hall
Wednesday 24 North London Holiday Inn London/Elstree
Thursday 25 Lingfield Lingfield Park Resort
Tuesday 30 Cardiff The Vale Hotel & Spa Resort INVESTMENT ADVICE EVENTS JULY
1 round • 21 venues Wednesday 1 Exeter Sandy Park Conference Centre
Our annual Investment Advice Events are back for 2020, and Thursday 2 Cornwall Lanhydrock Hotel bigger than ever. Each event will combine relevant and engaging Tuesday 7 Cheltenham Cheltenham Chase presentations with panel debates, ensuring delegates receive practical, technical guidance and information to take away and Wednesday 8 Leicester Sketchley Grange Hotel & Spa use when advising. Thursday 9 Wolverhampton The Racecourse From spotting market opportunities and new innovation in Tuesday 14 Southampton Macdonald Botley Park Hotel products, to operational procedures and technology, these Wednesday 15 Milton Keynes De Vere Horwood Estate conferences will ensure you have all you need when giving Thursday 16 Birmingham National Motorcycle Museum investment advice.
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 13 CENTRA TRAINING
Running throughout the year across the UK Following the launch of Centra in early 2018, over 3,400 advisers are now using a system that an independent FTRC review said offered ‘expert guidance and time-savings, no matter the chosen investment selection method’.
To help support firms in the adoption of Centra, we will again be offering a range of training options throughout 2020, all designed to suit your particular needs. ...over 3,400 advisers are now using a system that an independent FTRC review said offered ‘expert guidance and time-savings, no matter the chosen investment selection method’.
14 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 Centra Workshops ...workshops are practical, These workshops are practical, hands-on sessions, allowing you to take the driving seat with access to a live version of the system. hands-on sessions, allowing you You are joined by Centra experts from SimplyBiz Investment to take the driving seat with access Services, who’ll be on hand to walk you through the full investment process and get to grips with how to use the system. to a live version of the system. We will also be running advanced workshops focussing on You are joined by Centra experts... the more experienced users to showcase new and extended functionality. who’ll be on hand to walk you Centra Surgeries through the full investment If you’re looking for some more dedicated support to ensure process... Centra works for you and your firm, then our surgeries might be the perfect solution. Whether you want some one-to-one training for a single member of staff so they can become your Centra ‘super-user’, or for all your staff to be part of the session so everyone has a chance to ask their burning questions, these single firm, telephone surgeries are there to help.
To find a suitable date and venue near you, visit the events area of your Member or Client website for up-to-date availability.
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 15 MORTGAGE & PROTECTION EVENTS
The mortgage market continues to evolve and new technology and products, combined with continual changes to client demographics and needs, mean that education and training in this area has never been more important. That’s why we’ve developed our Mortgage and Protection Events programme to be the biggest to date.
16 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 MORTGAGE MEETINGS BEST OF THE BEST MORTGAGE EVENTS 2 rounds • 13 venues 1 round • 13 venues The cornerstone of our mortgage event schedule, these two Our Best of the Best events do exactly as the name suggests, rounds of events are designed to bring you a comprehensive and that’s bring you some of the best and most highly rated overview of the entire market, and feature an in-depth update on names in the industry to provide the latest thinking across a the regulatory matters which may affect you and your business. broad range of topics. Each presentation will last for no longer than 25 minutes followed by questions, so in the space of a few Round 1 hours you can return to the office primed and ready to go. FEBRUARY JANUARY Tuesday 25 Cardiff The Vale Hotel & Spa Resort Tuesday 7 Durham Hardwick Hall Hotel Wednesday 26 Bristol Village Hotel Bristol Wednesday 8 Leeds Village Hotel Leeds South Thursday 27 Coventry Holiday Inn Coventry M6 Jct 2 Thursday 9 Warrington Village Hotel Warrington MARCH Tuesday 14 Cornwall Lanhydrock Hotel & Golf Club Tuesday 3 Glasgow Hampden Park Wednesday 15 Taunton The Corner House Hotel Wednesday 4 Durham Hardwick Hall Hotel Thursday 16 Cardiff The Vale Hotel & Spa Resort Thursday 5 Leeds Village Hotel Leeds South Tuesday 21 Swindon Village Hotel Swindon Wednesday 11 Cornwall Lanhydrock Hotel & Golf Club Wednesday 22 Coventry Village Hotel Coventry Thursday 12 Exeter Sandy Park Conference Centre Thursday 23 Nottingham Village Hotel Nottingham Tuesday 24 Gatwick Crowne Plaza Felbridge Tuesday 28 Gatwick Crowne Plaza Felbridge Wednesday 25 North London Holiday Inn London Elstree Mercure Maidstone Wednesday 29 Maidstone Thursday 26 Essex Holiday Inn Basildon Great Danes Hotel Tuesday 31 Warrington Statham Lodge Hotel FEBRUARY APRIL Tuesday 11 Essex Holiday Inn Basildon Wednesday 1 Nottingham Eastwood Hall Wednesday 12 Cambridge Hallmark Hotel, Cambridge
Keep an eye on your inbox for details of round 2 coming later in the year.
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 17 MORTGAGE SHOWCASE MORTGAGE MASTERCLASS EVENTS 3 venues 2 rounds • 4 venues Our Showcase events continue to go from strength to strength Our regional masterclasses focus on relevant issues brokers face, with over fifty lenders and multiple discussion panels at each of supported by our lender and provider partners offering solutions the three events across the UK. that meet specific needs and requirements. In addition to the exhibition, there’s also a highly insightful Round 1 seminar programme to give you the inside track on what’s happening in our sector. Industry experts will cover the key JANUARY topics, opportunities and tips and hints on how you and your Thursday 30 Belfast Dunsilly Hotel clients can get the most from your conversations. Tuesday 4 Edinburgh Norton House Hotel & Spa
SOUTH FEBRUARY Wednesday 5 February Holiday Inn London/Elstree Wednesday 5 Aberdeen Holiday Inn Aberdeen MIDLANDS Thursday 6 Glasgow Hampden Park Wednesday 17 June Heart of England Conference Centre Keep an eye on your inbox for details of round 2 coming later in NORTH the year. December (date TBC) Venue TBC
18 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 PROTECTION WORKSHOPS ANTI-MONEY LAUNDERING, 1 round • 13 venues FRAUD AWARENESS AND SKILLS TRAINING The protection market is vibrant and thriving, and the ways 1 round • 12 venues in which you can meet your clients’ needs are constantly This bespoke workshop has been designed to support those evolving. The Protection Events, hosted in a popular roundtable working in the mortgage and lending sector to stay safe from format, offer the opportunity to really get under the skin of the increasing financial crime risks and threats, whilst continuing latest products and developments and engage with some of to grow a successful business. This event attracts 4.5 hours the leading providers in the market along with the SimplyBiz unstructured CPD. Mortgages team. Please note: These workshops are a chargeable event at We will also share ideas around how you can grow your £150 + VAT per person attending. protection business, where you can find additional support in placing complex cases, training, and how we and our website can JANUARY support you throughout 2020. Thursday 16 Central London Victory Services Club Wednesday 22 APRIL Essex Holiday Inn Basildon Thursday 23 North London Holiday Inn London/Elstree Tuesday 21 Cornwall Lanhydrock Hotel & Golf Club Wednesday 29 Cardiff Vale Hotel & Spa Resort Wednesday 22 Cardiff The Vale Hotel & Spa Resort Thursday 30 Solihull The Limes Country Lodge Hotel Ashton Gate Stadium Thursday 23 Bristol & Conference Centre FEBRUARY Tuesday 28 Glasgow Hampden Park Wednesday 5 Leicester Sketchley Grange Hotel
Wednesday 29 Newcastle Village Hotel Newcastle Thursday 6 Leeds Village Hotel Leeds South
Thursday 30 Leeds Village Hotel Leeds South Tuesday 11 Warrington Statham Lodge Hotel
MAY Oldham Athletic Event Centre, Wednesday 12 Oldham Boundary Park Tuesday 5 Coventry Holiday Inn Coventry M6 Jct 2 Wednesday 19 Glasgow Hampden Park Wednesday 6 Nottingham Eastwood Hall Hotel Thursday 20 Edinburgh Norton House Hotel & Spa Tuesday 12 Gatwick Crowne Plaza Gatwick/Crawley
Wednesday 13 North London Holiday Inn London/Elstree APRIL Thursday 2 Thursday 14 Essex Holiday Inn Basildon Gatwick Crowne Plaza Gatwick JUNE Tuesday 2 Norwich Dunston Hall
Thursday 4 Haydock Haydock Park Racecourse
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 19 NATIONAL CONFERENCES
New for 2020, our thought-leadership conferences will provide a great platform from which to deliver high end sessions about key market drivers, interactive workshops, great networking opportunities and the chance to socialise and engage with your peers and our partners over a three-course meal.
NATIONAL CONFERENCES
June Oxford
July Birmingham
November Glasgow
20 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 National Conferences – sample agenda
10.00 Welcome
10.10 The state of the nation
10.30 The advisory landscape
11.00 Main platform panel debate
11.30 Break and exhibition time
Breakout sessions (choose one) Session 1 12.00 Session 2 Session 3
Breakout sessions (choose one) Session 1 12.40 Session 2 Session 3
13.20 Summary of the morning and close
13.30 Lunch and exhibition area
14.30 Welcome back and what’s in store
14.40 Outside speaker
15.00 Second platform panel debate
15.30 Regulatory landscape
15.50 Looking to future
16.20 Closing remarks and end of business session
16.30 Conference closes – exhibition time/free time
18.30 Drinks reception
19.15 Sit down for dinner
19.30 Dinner commences
21.00 Conference ends
These events are subject to a charge.
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 21 NMBA EVENTS
The New Model Business Academy’s event programme is built around its key objectives; to improve access to, and the quality of, advice.
Rather than providing product information, NMBA events instead focus on wider issues, soft skills and how insight from our partners – and your peers – could help you develop your business even further. BEST PRACTICE EVENTS 2 rounds • 15 venues Our Best Practice Events are unique and allow delegates to tap into the shared collective of ‘adviser intelligence’, allowing you to exchange thoughts and ideas on practical, productive solutions, and overcome challenges together, and enhance the quality of advice and outcomes delivered to your customers. Round 1
FEBRUARY Tuesday 4 Bolton Bolton Whites Hotel Westerwood Hotel Thursday 6 Glasgow & Golf Resort Manchester Airport Tuesday 25 Manchester Marriott Hotel Wednesday 26 Bolton Bolton Whites Hotel Thursday 27 Wakefield Cedar Court Hotel (Wakefield) MARCH Tuesday 3 Birmingham Village Hotel Solihull Wednesday 4 Nottingham Eastwood Hall
22 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 MARCH BUSINESS EVOLUTION FORUMS Tuesday 10 Chelmsford Pontlands Park Hotel 1 round • 10 venues Wednesday 11 Central London Congress Centre NMBA’s Business Evolution Forums provide a great opportunity Thursday 12 North London Holiday Inn London/Elstree to fully engage with experts, listen to their advice, have Tuesday 17 Southampton Macdonald Botley Park Hotel discussions with your peers, and ask questions relevant to your individual and business needs. Sandy Park Conference Wednesday 18 Exeter & Banqueting Centre Our Business Evolution Forums provide practical and useful Wednesday 25 Birmingham Village Hotel Solihull guidance on how to evolve your business model, diversify Tuesday 31 Cardiff The Vale Resort income streams and shape your proposition to meet the needs APRIL of a segmented client-base. By working with other advisers and our hand-picked partners, the New Model Business Academy will Thursday 2 Central London Congress Centre help you to not only visualise the direction in which you would like your business to go, but also turn that vision into reality. Round 2 SEPTEMBER MAY Tuesday 8 Birmingham Village Hotel Solihull Tuesday 5 Chelmsford Pontlands Park Hotel Wednesday 9 Central London Congress Centre Wednesday 6 Central London Congress Centre Westerwood Hotel Tuesday 15 Birmingham Village Hotel Solihull Wednesday 13 Glasgow & Golf Resort Wednesday 16 Nottingham Eastwood Hall JUNE Tuesday 22 Southampton Macdonald Botley Park Hotel Tuesday 2 Birmingham Village Hotel Solihull Sandy Park Conference Wednesday 23 Exeter & Banqueting Centre Wednesday 3 Nottingham Eastwood Hall Thursday 24 Cardiff The Vale Resort Tuesday 9 Bolton Bolton Whites Hotel Tuesday 29 Wakefield Cedar Court Hotel (Wakefield) Wednesday 10 Wakefield Cedar Court Hotel (Wakefield) Wednesday 30 Bolton Bolton Whites Hotel Tuesday 16 Southampton Macdonald Botley Park Hotel Sandy Park Conference OCTOBER Wednesday 17 Exeter & Banqueting Centre Manchester Airport Thursday 1 Manchester Thursday 18 Marriott Hotel Cardiff The Vale Resort Tuesday 6 Chelmsford Pontlands Park Hotel Wednesday 7 North London Holiday Inn London/Elstree Westerwood Hotel Tuesday 13 Glasgow & Golf Resort Thursday 15 Bolton Bolton Whites Hotel Wednesday 21 Central London Congress Centre
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 23 VIRTUAL LEARNING
To complement our face-to-face events, we have a programme of virtual events, allowing you to access the latest news or learning opportunities from wherever you are.
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 four full programmes each year, which tackle a whole host of issues and opportunities from the markets, challenges and opportunities facing the advisory sector, technology and more. The programme will usually run for four hours, allowing you to tune in and watch the entire programme or just select the bits of interest to you – this truly is your programme.
24 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 WEBINARS
Whilst we understand the significant value of face-to-face educational events, we also know that every day out of the office means less time to spend with your clients! Therefore, our online learning and development events mean that you can still benefit from relevant sessions from the comfort of your home, office... or anywhere else with a wi-fi connection!
The SimplyBiz Group delivers webinars on a wide range of subject areas, presented by members of the team and our key partners. Generally between 30 and 60 minutes long, each online session is built to the same high-standard as our face-to-face events. Included in the programme are educational training events, demonstrations of new technology and systems and updates on products or initiatives introduced by our partners.
Best of all, if you miss an online event, or just want to have a second look, you can access recordings of all of our online events through your Member or Client website. THE ADVICE SHOW: MI LIVE Full details of our webinar programme will be made available on your Member or Client website and also via email during MI Live is our dedicated mortgage and protection broadcast the year. featuring an array of leading specialists in their field, discussing the big issues facing the industry. It will provide you with unique Included in the programme insight into the mortgage landscape, future trends, product development and more. are educational training events, demonstrations of new Monday 20 January Advice Show: MI Live technology and systems and Monday 9 March Advice Show
Monday 18 May Advice Show updates on products or initiatives Monday 6 July Advice Show introduced by our partners. Monday 21 September Advice Show
Monday 16 November Advice Show: MI Live
Visit www.theadviceshow.co.uk for more information and to book on to the next show.
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 25 QUALITY 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 events meets your expectations, 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.
26 THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 THE CHARTERED INSURANCE INSTITUTE
In order to demonstrate how seriously we take the matter of We believe that learning and professional growth should never our accreditation, we work very closely with both the CII and stop. Continuing Professional Development (CPD) ensures that LIBF every year to make sure that our schedule and processes you keep your skills and knowledge up-to-date and, in turn, go above and beyond their requirements. This means that when remain competent to perform your job. it’s time to renew your Statement of Professional Standing, All qualified CII members are obliged to comply with the the accredited body that is reviewing your record is likely to scheme’s requirements and commit to ongoing learning and recognise that CPD collected through SimplyBiz Group events is development. The Chartered Insurance Institute works closely of an already proven high quality. with organisations to ensure that their accredited events and However, the most important steer on how we are doing with learning outcomes are held to the highest standards. our events is your feedback. Please do take the time to complete CPD is an essential requirement of any professional. Ensuring your feedback form at the end of meetings, or get in touch with that your knowledge remains relevant is key to providing our events team at any point to let us know what you think we are good consumer outcomes, safeguarding the public and doing well, what you’d like to see more of and what you feel could meeting their expectations of dealing with the profession. be improved. We are listening and we hope that you can see that Undertaking your CPD with an organisation that has achieved we react to your comments and strive to constantly improve our CII CPD accreditation means that you can rest assured the events programme. content is focussed on meeting the needs and expectations of To let us know what you think, please don’t hesitate to get in consumers. touch on 01484 443479 or at [email protected] The SimplyBiz Investment Forums and Learning and Development Events and Compliance First Professional Development Events have achieved CII CPD accreditation. This signifies that they are of a high quality and that Chartered Insurance Institute and Personal Finance Society members may use them to contribute to their annual CPD requirements.
Sandra McDonald BA (Hons) Cert CII ACIM Development Manager Chartered Insurance Institute
THE SIMPLYBIZ GROUP • EVENTS PROGRAMME 2020 27 www.simplybiz.co.uk The John Smith’s Stadium, Stadium Way, Huddersfield HD1 6PG Tel: 01484 443479 • Fax: 01484 439101 www.compliancefirst.co.uk Email: [email protected] www.simplybizmortgages.co.uk www.nmba.info www.sifa.co.uk