Events archive

If you missed an event or would like to re-watch one you’ve attended, you’ll find recordings of many of our events below. Can’t see the event you’re looking for? Drop a line to the events team and we’ll search the vaults for you.

Illuminate live

At illuminate live you’ll learn from top-quality speakers in hour-long interactive workshops and engage with like-minded advisers. These workshops are designed to give you exposure to current thinking, regulatory change and future trends. You'll receive a certificate of attendance with the CPD hours attained.

User sessions

Our user session events are aimed at those who use the platform on a day-to-day basis. They are held regularly throughout the year and are a chance to find out more about upcoming developments, see demos of new enhancements before they go live and provide us with your feedback.
 

Illuminate live – May 2021

Kathryn Knowles
Cura Financial Services

Knowing when to take a different approach with clients

Richard Essex, Grayside and Jeannie Boyle, EQ Investors

How to get closer to your clients through sustainable investments

Phil Billingham
Perceptive Planning

The future of the financial planning profession

Alan Smith
Capital Asset Management

The power of sharing
client stories

Illuminate live – November 2020

Neil Bage
BeIQ

Behavioural impacts of a strange and unique 2020

Julie Littlechild
Absolute Engagement

How will your client experience need
to evolve?

Tony Wickenden
Technical Connection

Paying for whatever it takes
 

Claire Trott
Technical Connection

How will Covid-19 impact your client's retirement plans?

Illuminate live – September 2020

Rohan Sivajoti
NextGen Planners

From classroom to boardroom: building a sustainable financial planning business

Jo Little
Emery Little

Lessons from a business transformation
 

Ruth Sturkey
Paradigm Norton

You have a great financial planning firm, but what’s next? Use your business as a force for good

Ewan Rosie
Cooper Parry Wealth

Disrupting development:
shaping the next generation of planners

User sessions

June 2021

April 2021

March 2021