SimplyBiz announces UK wide learning and development events

Posted on 12 Oct 2017

SimplyBiz has announced this year’s second round of learning and development events, to be held at 21 venues across the country.

Following the success of the first series of the learning and development events, which are accredited by the CII and London Institute of Banking and Finance, earlier this year, the second round of events will cover a wide range of areas, including cash flow modelling, risk and capacity for loss; pensions and divorce and HMRC’s disclosure requirements for trusts. There will also be an extended, two hour “Pensions Masterclass” presented by Scottish Widows and the SimplyBiz Pensions team, exploring the recent changes to advice as well as the likely future direction of regulatory travel and, of course, an in depth focus on DB pensions.

Standard Life, Aviva, Retirement Advantage and Royal London will also be presenting, with Pensionhelp, Innvotech, Intelliflo and Selectapension also exhibiting at each event to take adviser queries and discuss solutions. 

Louise Wilson, Head of Events, The SimplyBiz Group commented:

“We were delighted by both the attendance levels and positive feedback we received from the learning and development events in May and June, and have already taken more than 1200 bookings for the upcoming round. These events are always well attended and we are proud to have an impressive range of speakers from our partners examining the topics which our Member Firms have told us are most important to them.

“Unsurprisingly, pensions are a key focus for advisers at the moment, and industry experts from SimplyBiz, Scottish Widows, Retirement Advantage and Royal London will be presenting on various aspects of this area. As our Members know only too well, the financial advisory landscape is continually evolving and so we look forward to helping advisers navigate any issues they and their clients may face.”

The Learning and Development Events are a key part of The SimplyBiz Group’s annual event programme, which features over 300 meetings every year.  In addition to business area specific sessions like investment forums, mortgage meetings and workplace masterclasses, the Group also offers skills based events covering business efficiencies, training and professional development and a comprehensive schedule of online learning opportunities. 

The full list of learning and development events is below:


Tue 17th Oct


Cedar Court Hotel (Wakefield)

Denby Dale Road, Calder Grove, Wakefield, WF4 3QZ

Wed 18th Oct


Blackburn Rovers Football Club

Jack’s Lounge, Ewood Park, Blackburn, Lancashire, BB2 4JF

Thu 19th Oct


Chester St David’s

St David’s Park, Ewloe, Flintshire, CH5 3YB

Tue 31st Oct


Wetherby Racecourse

York Road, Wetherby, LS22 5EJ


Wed 1st Nov


Hallmark Hotel – Manchester Airport

Stanley Road, Handforth, Wilmslow, Cheshire, SK9 3LD

Thu 2nd Nov


Dunsilly Hotel

20 Dunsilly Road, Antrim, County Antrim, BT41 2JH

Tue 14th Nov


Eastwood Hall

Mansfield Road, Eastwood, NG16 3SS

Wed 15th Nov


Cheltenham Chase

Shurdington Road, Brockworth, Gloucestershire, GL3 4PB

Thu 16th Nov


The Vale Hotel & Spa Resort

Hensol Park, Hensol, Vale of Glamorgan, CF72 8JY

Tue 21st Nov


Marriott Tudor Park

Ashford Road, Bearsted, Maidstone, ME14 4NQ

Wed 22nd Nov


Crowne  Plaza Gatwick/Crawley

Langley Drive, Crawley, RH11 7SX

Thu 23rd Nov


Macdonald Botley Park Hotel

Winchester Road, Boorley Green, Southampton, SO32 2UA

Tue 28th Nov


Dunston Hall

Ipswich Road, Norwich, Norfolk, NR14 8PQ

Wed 29th Nov


Sketchley Grange Hotel & Spa

Sketchley Lane, Burbage, Hinckley, LE10 3HU

Thu 30th Nov


The Racecourse

Gorsebrook Road, Wolverhampton, West Midlands, WV6 0PE


Tue 5th Dec


Royal Overseas League

Overseas House, Park Place, St James’ Street, SW1A 1LR

Wed 6th Dec


Stock Brook Manor

Queens Park Avenue, Stock, Nr Billericay, Essex, CM12 0SP

Thu 7th Dec


Holiday Inn London/Elstree

Barnet Bypass, Borehamwood, WD6 5PU

Tue 12th Dec


Lanhydrock Hotel

Lostwithiel Road, Bodmin, Cornwall, PL30 5AQ

Wed 13th Dec


Sandy Park Conference Centre

Sandy Park Way, Exeter, Devon, EX2 7NN

Thu 14th Dec


National Motorcycle Museum

Coventry Road, Bickenhill, Solihull, B92 0EJ


To register, please visit