Our virtual events bring the experts to you, all you need to do is tune in and we’ ll do the rest

Compliance Clinic: Keeping compliant whilst working with clients with vulnerable characteristics- 6th October or watch on demand post-event.

Having good practice and culture around working with clients with vulnerable characteristics is crucial in delivering good consumer outcomes under the Consumer Duty. In our upcoming Compliance Clinic, we’ ll revisit client vulnerability, look at the current regulatory landscape, and discuss best practice for managing vulnerable client relationships and how to ensure compliance whilst adding value to your business.

Our Compliance Clinics deliver regular updates on key themes in onehour bitesize sessions. Each one takes a deep dive into a specific area of regulation currently affecting advisers, with our expert team providing insight and practical guidance, offering 60 minutes of structured CPD.

Investment Academy- 16th October

Building on the success of our Investment Academies earlier this year, we’ re excited to invite you to our next session, offering valuable insights from leading investment providers on the key challenges currently facing advisers.

Advice Show- 20th October

As we enter the second half of 2025, the Advice Show will take a look at the key on which advisers are focussing, the external factors influencing advice, and at how Simplybiz and our partners are shaping our services to support you.

To make sure you don’ t miss out on any of them, or to get ahead of the game and book your CPD-accredited events for 2026, make sure to visit the Events area of our website: https:// members. simplybiz. co. uk / events-webinars-cpd /

30 | The Adviser