We bring our technical experts and leading industry commentators together to help you gain knowledge and insight on a range of relevant topics, guaranteeing you’re kept informed in an ever-changing landscape.

We were delighted to catch up with so many of you face-to-face, at our recent Illuminate Live events.

If you weren't able to attend in person, we're pleased to offer the opportunity to see our presenters online with four virtual events that will share the wisdom of Christian Markwick with more leading market insights from our pensions, tax and trust specialists. These sessions will contribute towards CPD accreditation.

There'll also be the chance to hear how we’re busy combining the best of both our businesses to develop a service that truly meets the needs of advisers and their clients.

Introducing our speaker line up

Christian Markwick
from The Verve Group

Tuesday 25 October
2pm - 3pm

Good old Consumer Duty​​

John Dunn
Technical Manager, Pensions

Thursday 27 October
10am - 11am

Pension commencement lump sum: permitted maximum guide

Ian Linden
Technical Manager, Pensions

Thursday 3 November
10am - 11am

​​​​​Lifetime allowance -
exploring some myths

By the end of this session you should be able to: 


Outline the key criteria of the lifetime allowance (LTA) and summarise how its usage works from a practical perspective, including where LTA protection is applicable to your clients.


Define some of the issues facing clients when considering the impact of the LTA from their own perspective.


Apply some practical ideas through building on the presentation case studies to facilitate analysis of real-life scenarios.

Ian has been involved in financial services for over 30 years, spending the early years as an IFA, including management positions with national firms. His roles have included responsibility for a centralised operations centre, project management and senior sales management.

He subsequently moved into consultancy with asset management companies and IFAs before taking time out to complete an MBA, majoring in strategy. On completion of his postgraduate qualification, he held business development roles with a number of specialist pension providers. 

In his current role as Technical Manager, Pensions, Ian provides guidance on pension tax legislation. As well as his MBA, he holds the Diploma in Financial Planning from the Chartered Insurance Institute and the Retirement Provision Certificate from the Pension Management Institute.

Neil MacGillivray
Head of
Technical Support

Thursday 10 November
10am - 11am

Tax planning for married couples and civil partners