Training courses, delivered by trainers who have practical expertise, is a key service to help meet this aim. We provide a number of different courses which may be delivered either on your own premises or at an open session (click here for further details on these options).
Discussion Forums are held three times a year to provide delegates with updates on various topical issues or other matters of interest. These forums usually include external speakers and give the opportunity to raise questions of the speakers or to raise an issue for discussion with the audience.
Conference Our annual conference is the key event of the year. We provide an excellent line up of speakers who provide the views of political parties, regulators, media and industry into current thinking and developments in the tax incentivised savings and investment industry.
Other events We run a variety of ad-hoc events on specific, topical issues where we provide delegates with excellent speakers to help extend knowledge and understanding of the topic under debate. These events also provide a valuable opportunity for questions and discussion with the speakers who often include government or regulatory representatives.
In addition to all the above, senior executive lunches and an annual terrace reception are held on an invitation-only basis at the House of Commons providing top executives from the retail investment industry with the unique opportunity to meet with and ask questions of high profile industry speakers and Government ministers in an informal environment.
