Our second Technical Club of 2018 kicks off on the 17th May and we would love to see you in the stands (pie optional).



This is an invitation-only event for select
clients and professional connections.




Our prestigious office at
The Old Court House, 191 High Road
South Woodford, London, E18 2QF



Thursday 17th May 2018
Kick-off at 10:00 am. Full time at 12 noon.

We’re excited about the upcoming World Cup in June, and this has inspired the theme of our next Technical Club – The Winning Formula.

It takes a lot to make a venture succeed. You need teamwork, management, support, people willing to go the extra mile and the resources, training and skills to keep things together when they could so easily fall apart.

With that in mind, our three topics for this seminar will be:

The three presentations will qualify for 90 minutes free CPD accredited by the Pensions Management Institute and will provide both technical and practical solutions relevant to your own business and your clients.

The agenda is as follows:

10.00 am  – registration plus networking opportunity over coffee and pastries
10.30 am  – presentations start
12.00 midday – presentations end

We don’t expect this event to run into extra time, and there will be no penalties allowed.

Click here to book

Event details

Digital Marketing: Using Digital to Attract more Customers

We live in a digital world.

Customers expect seamless experiences from brands – both online & offline. And whilst a few companies run ahead, catching up is not as expensive, or complex, as you would think.

This seminar will highlight tips & tricks that will future proof your business, allowing you to find, attract & retain customers online, using digital.

Paul Monteath 


Collaborate & Grow: Growing your Practice through Collaboration

Working with like-minded professionals can provide numerous benefits and opportunities for your business, particularly if you are looking to grow. These vary from enhancing your client proposition and services, which will deepen your relationships with your existing clients and help you re-engage with them, to receiving more targeted and appropriate introductions from your professional network.

However there are risks if you don’t collaborate and risks if you don’t choose your partners wisely. Even if you already have established relationships with other professionals, are these the right relationships, and how should you look to nurture these relationships to maximise the mutual opportunity?

Collaboration is not just about working with external professional firms. Are you working effectively and collaboratively within your own business? Are all partners and departments ensuring their clients are benefiting from the company wide knowledge and expertise?

This session will help you seize the opportunity and grow your business.

Darren Berry


Looking after your team: Relevant Life Insurance 

Protection is one of the most important aspects of financial planning.

Many employers offer employees life assurance (Death in Service) as part of a competitive benefits package. If you don’t have a Group Life Insurance policy it could mean a separate life insurance policy for each employee. This means each policy is subject to income tax, corporation tax and National Insurance Contributions.

But there’s an alternative tax-efficient life cover for business owners and employees, and many people are still unaware of how it works so they are currently missing out on the benefits it provides.

Job seekers and current employees value life insurance when it comes to employee benefits, life insurance is one of the most popular choices which employers opt to use to attract the top talent.

Whether you get a Group Life insurance or tax efficient life cover, it’s an affordable way to offer something to employees along with Business owners, Directors of limited companies. With Relevant Life Insurance, you can save tax and protect employees.

On the day I will walk you through a case study which demonstrates how cost effective this insurance can be compared to a normal term assurance policy.

Clive Lotherington

The event will last the traditional 90 minutes, with no extra time anticipated. Kick-off at 10am on 17th May. 

We look forward to welcoming you to our team.

Click here to book