Events programme 2016

Events programme
2016
About us . . .
threesixty work with business professionals to help
them achieve their business goals.
That can be as simple as helping them protect their
business by ensuring they meet regulatory
requirements, broader development support for
businesses seeking growth, or assisting and advising
those business owners looking to realise the value in
their business.
We usually work with clients over a number of years,
adapting and flexing our service to suit the
development and progress of each client.
Our clients are typically financial advisers and
financial planners.
Events programme 2016
Contents
Introduction4
Accreditation5
2016 event locations6
Booking events and CPD certificates7
Regional events
Pensions and retirement planning9
The value of advice10
What issues do older people face?11
Tax, trusts and estate planning12
Advising business owners13
Communicating risk14
Back to basics risk management15
Additional workshops
Supervisor courses17
- First time supervisor course
17
- Experienced supervisor course18
Interpersonal skills for financial advisers19
AF3 training20
Discussion forums21
Introduction
Hello everyone,
2016’s events have a number of themes running through them, all focused
on your clients and communicating with them. We will provide you with
more client facing literature and guides to rebrand as your own, as part of
these seminars.
As well as an update on the technical aspects of pension and retirement
planning in February, we’ll be running a broader session in April on the issues
older people face which you can help them plan for, bringing together a
number of issues which we’ve touched on over the years. This is followed up
by a more technical seminar on tax, trusts and estate planning in June.
In March we’ll be running seminars on the value of advice, and providing
you with literature and information to help communicate this to clients and
prospects. We focus on clients who are business owners and their needs in
September.
We finish 2016 with sessions on how to communicate the concept of risk
in its various forms, and round the year off with a session going back to
basics with risk management, showing you how to reduce paperwork and
bureaucracy whilst remaining compliant.
The discussion forums we ran in 2015 received lots of positive feedback,
we will be continuing with these in 2016 and look forward to visiting more
locations to help firms build connections and share thoughts and ideas.
To wrap up, you will also find in this programme some of our supplementary
workshops. These include supervisor training courses for both new and
experienced supervisors, and soft skills training.
It’s a packed programme, so please book as early as possible by logging into
the events section of our website. I look forward to seeing you throughout
the year.
Kind regards
Russell Facer
Compliance Director
Accreditation
The entire events programme, with exception of our informal discussion forums, has received accreditation from CII,
CISI, PMI and IFS.
Whether you attend these events with a view to updating your CPD or with a view to growing your knowledge,
accreditation from these professional bodies means you can rest assured that threesixty are committed to delivering
to you a quality development programme.
Please consult each accredited body directly for more information with regard to their specific CPD requirements.
Please note: Event CPD certificates can be downloaded within 3 days after each event. CPD certificates can be
located under the my events section of the online booking site. CPD certificates are not available for our discussion
forums.
Chartered Institute for Securities and Investments
The Chartered Institute for Securities and Investment (CISI) is delighted to continue the
accreditation of threesixty’s events previously undertaken by Institute of Financial Planning
(IFP). threesixty has established itself as a provider of high quality CPD and CISI is delighted to
accredit its events for the benefit of members.
Chartered Insurance Institute
The Chartered Insurance Institute (CII) will be maintaining a record of threesixty
events so that, where these are used for the Statement of Professional Standing
requirements, CII/PFS members will not be required to provide additional supporting
evidence regarding their suitability.
Pensions Management Institute Accredited Adviser Program
The Pensions Management Institute (PMI) have attended threesixty events since 2013 and
are happy to accredit our events programmes. Each of our events will attract up to the total
stated number of hours as PMI CPD hours.
Institute of Financial Services
This course is recognised by the Institute of Financial Services as meeting the
standards for on-going CPD required by retail investment advisers.
2016 event locations
Scotland
DoubleTree by Hilton Dunblane Hydro, Perth Rd, Dunblane FK15 0HG
Telephone: 01786 822 551
(click for directions)
* Dundas House, 20 Brandon St, Edinburgh, EH3 5PP Telephone: 01845 272 8833
(click for directions)
Wetherby
Wetherby Racecourse, York Road, LS22 5EJ
Telephone: 01937 582 035
(click for directions)
Manchester The Cottons Hotel, Manchester Road, Knutsford, WA16 0SU
Telephone: 01565 650 333
(click for directions)
* threesixty services , The Royals, Altrincham Road, Manchester, M22 4BJ
Telephone: 08707 360 360
(click for directions)
Leicester
Hilton Leicester Hotel, 21 Junction Approach, LE19 1WQ
Telephone: 0116 263 0066
(click for directions)
Newmarket The Bedford Lodge Hotel and Spa, Bury Road, CB8 7BX
Telephone: 0800 652 2991
(click for directions)
London
The Ambassadors Bloomsbury, 12 Upper Woburn Place, WC1H 0HX
Telephone: 0207 693 5400
(click for directions)
* The Gherkin, 30 St Mary Axe, London, EC3A 8EP
Telephone: 0207 071 5029
(click for directions)
Farnborough
The Casa Hotel, Handforth Lane, Camperley West, GU46 6BT
Telephone: 01252 873 275
(click for directions)
Bristol
Hilton Bristol, Woodlands Lane, Bradley Stoke, BS32 4JF
Telephone: 01454 201 144
(click for directions)
Belfast
The Stormont Hotel, 587 Upper Newtownards Road, BT4 3LP
(click for directions)
* indicates venues specifically used for threesixty’s range of
Personal Development Days
NB. Further venues will be used for our regional discussion forums.
Details of these venues will be announced 6 weeks prior to each event.
Telephone: 028 9065 1066
Booking events and CPD certificates
To register for an event, login to the threesixty extranet and access the Training and events section, then click the
‘your events’ tab.
Login to the events registration site using your username and password, (your username is the same as the one used
to sign in to our extranet). If you have forgotten your password, click the ‘forgot password’ button. Within minutes
you will receive an email from us allowing you to reset your password. This is much quicker than calling our support
desk.
Events can be navigated either by event type (click the ‘events calendar’ button), or by event location (click upon
the relevant location within the map of the United Kingdom).
Please note, our system automatically sends ‘two week’ and one week reminder emails. The purpose of the two
week reminder email is to give you enough notice to cancel your registration. The one week reminder email is solely
to confirm your attendance.
Event registrations can be cancelled up to five business days prior to the event. Any time after this and a cancellation
fee of £50 +VAT will apply.
Via the ‘my events’ button you can view any past and future bookings, check your attendance record and download
attendance CPD certificates.
CPD attendance certificates
To verify and issue CPD certificates threesixty require sufficient evidence that a delegate has attended our events.
Each delegate must sign the sign in sheets, and complete a full feedback form to verify their full day’s attendance.
Bespoke CPD certificates, where required, are subject to a charge of £20 + VAT
Special dietary requirements
Whilst we aim to meet the special dietary requirements of our clients, we are dependent on individual
event venues to supply appropriate items, and therefore cannot always guarantee to do so. If you have a
specific dietary requirement we will check with the venue to ascertain whether your requirements can be
accommodated. Please note: Increasingly, venues are levying significant charges for specialist dietary options,
particularly those which are faith based, and regrettably, it may in certain circumstances be necessary to pass
these charges back to you at our discretion.
Regional events
As in previous years, our events have been designed in response to client
feedback. As always during the year legislation and political changes
may occur, which may mean changes in the advised agendas. For the
most up to date agendas please refer to the training and events section
of the threesixty website.
Agendas are fixed 6 weeks prior to the start of each round of events.
Pensions and retirement planning
2nd February - 3rd March 2016
The 2014 budget marked the beginning of the changes to legislation, especially around
taking pension benefits, this was followed up with more change to pension transfers
and finally the Chancellors Summer Budget in July 2015 when changes to pension
funding especially for higher earners was the subject in question.
The aim of this event is to recap on the changes, taking into consideration how the
industry has reacted and changed, plus a detailed look at the technicalities of pension
transfers and the regulatory issues you may have encountered.
Agenda
Summary of what has happened as a consequence of pension freedoms and choice
High level summary including what happened as a result of the changes, stats around what consumers have done,
who they have called and changes to come e.g. annuity market. Comment on 2nd hand annuities and new state
pension.
Pension funding
Maximising pension funding before the end of the tax year, taking on-board the changes to PIPs and annual
allowance for high earners and implications for members of DB schemes. Plus a reminder of carry forward.
Retirement options
A reminder of the options currently available plus any issues that could be encountered i.e. MPAA, legacy product
inflexibility. A look at new products that have emerged since April 2015.
Regulatory issues
What is and isn’t a pension transfer relating to regulatory permissions, an update on the FCA consultation, insistent
clients, PI insurance and best practice.
Pension transfers
Looking at transfers from occupational schemes including DB, DC, and offshore pensions plus pension switches and
best practice. A technical session looking at where a TVAS is required, critical yields etc.
Where?
Full details of venues and addresses can be found via the threesixty’s extranet
Tuesday 2nd February
Wetherby
Thursday 25th February
Leicester
Thursday 4th February
Belfast
Tuesday 1st March
London
Tuesday 9th February
Scotland
Wednesday 2nd March
Farnborough
Thursday 11th February
Manchester
Thursday 3rd March
Bristol
Wednesday 24th February
Newmarket
The value of advice
25th Febraury - 17th March 2016
Have you ever quantified how much value your advice gives your clients, or
demonstrated it to your existing clients?
We will look at how advisers can demonstrate and articulate their value, referencing
the damaging behaviours that those who invest directly demonstrate and how you
help by managing those impulses. This will be complemented by a threesixty guide on
the value of advice, which you can use with clients and prospects.
We will also look at practical business issues such as different charging models and
understanding underlying costs which will help you maintain a profitable business.
Agenda
Value of advice guide
Launch of threesixty’s ‘Value of advice’ consumer guide
Behavioural Considerations
How investor behaviour can be the single most damaging contributor to poor investment performance. Insight
from behavioural finance into how advisers can help stop damaging behaviour, and how you can put a value on
that.
Understanding costs
How do you set up monitor a profitable relationship from outset without understanding your costs Whether you
charge a percentage of assets or a fixed fee, understanding your costs to service each client is essential.
Setting a price
A look at the different charging models available and the pros and cons of each. How to document each one from
both a compliance and marketing perspective.
Communicating your value
How to use the different tools and channels available to communicate your value to existing clients for retention
purposes and prospects for growth. Where best to spend your money.
Where?
Full details of venues and addresses can be found via the threesixty’s extranet
Thursday 25th February Belfast
Thursday 10th March
Newmarket
Tuesday 1st March
Wetherby
Tuesday 15th March
London
Wednesday 2nd March
Scotland
Wednesday 16th March
Farnborough
Tuesday 8th March
Manchester
Thursday 17th March
Bristol
Wednesday 9th March
Leicester
What issues do older people face?
19th April - 24th May 2016
Advisers typically deal with clients in or approaching retirement. To assist with the
positioning of your business and services for this market, we consider some of the
issues, concerns and positives which surround the issue of growing old. This event
provides guidance in a number of areas such as the practicalities of care provision and
funding, the way in which risk perspectives change as clients get older, and also how
marketing can be developed to connect with those people considering these issues.
Agenda
What does ‘old’ mean nowadays?
Marketing insight on the changing nature, and perspectives of being old - looking at various issues at pre / post / late
retirement and how firms adapt to changing needs of clients.
Health
Looking at the implications of changing health pre / post / late retirement
A reminder of the different types of care provision and cost implications.
• Different types of care provision
• Working with local authorities
• Factors effecting the cost of care
• Financial assessment
• Working with care homes, and
• A closer look at some solutions to assist in protecting the individual and their wealth
Solutions
A closer look at some solutions to assist in protecting the individual and their wealth
Property
• Deliberate deprivation of assets
• Property ownership
• Equity release
• Buy to let growing trend
Wealth
• Longevity risk
• Sequence risk
• Income solutions
Protecting families
• Protecting assets
• Preserving wealth
• Assessing mental capacity
• Power of Attorney
• Trusts
Where?
Full details of venues and addresses can be found via the threesixty’s extranet
Tuesday 19th April
Belfast
Wednesday 11th May
Newmarket
Thursday 21st April
Wetherby
Tuesday 17th May
London
Tuesday 26th April
Scotland
Thursday 19th May
Farnborough
Thursday 28th April
Manchester
Tuesday 24th May
Bristol
Tuesday 10th May
Leicester
Tax, trusts and estate planning
1st – 23rd June 2016
Following on from the previous month’s events and those events we have run previously
looking at existing trusts and investments, developing an effective trust proposition
and some of the more common taxation issues, we now turn our attention to some of
the recent changes that will impact on estate planning for your clients. This session will
look at the introduction of the property nil-rate band and multiple trust settlements,
we will also consider how the previous, current and future residences of your client can
affect their planning. The final part of the day will be a practical session looking at a
number of the most common estate planning solutions.
Agenda
A look at the recent changes in legislation that will impact on estate planning
Tax Planning -the transferable NRB, CGT
Following the introduction of the property NRB we investigate how this will impact on Will planning, downsizing and
the need for care, plus a closer look at the changes to CGT and where BPR schemes / EIS etc. have a part to play
Trust Planning – Multiple Trust Settlements
New rules around the taxation of multiple trust settlements were confirmed in the 2015 Summer Budget we now
look at the implications of this and planning opportunities that remain
IHT Planning Solutions
Case study based exercise to explore some of the options for available clients looking to mitigate IHT
• Gift into trust
• Discounted gift trusts
• Loan trusts
• Business property relief
• Will trust
Offshore issues
Looking at how the residence and/or domicile of your clients can impact on tax and IHT planning, looking in detail at:
• Current HMRC rules
• Trusts
• Pensions including QROPS
Where?
Full details of venues and addresses can be found via the threesixty’s extranet
Wednesday 1st June
Scotland
Tuesday 14th June
Leicester
Thursday 2nd June
Wetherby
Thursday 16th June
Newmarket
Tuesday 7th June
Belfast
Tuesday 21st June
London
Thursday 9th June
Manchester
Wednesday 22nd June
Farnborough
Thursday 23rd June
Bristol
Advising business owners
6th -29th September 2016
This seminar will focus on many of the factors in developing and maintaining good
relationships with business owners, not simply as corporate clients but also dealing
with their personal finances, providing you with practical guidance in areas such as
reading company accounts and identifying financial opportunities.
We will also cover some of the issues that you may come across when talking to
business owners and look at how business coaching and professional connections can
help you develop your relationships as you are able to offer more that product advice.
Agenda
What does an effective efficient business look like?
Reading company accounts and identifying opportunities to support your corporate clients
Business solutions
Recap on business specific solutions including:
• Pensions including auto enrolment for small businesses
• Business protection
• Tax efficient investments
Developing professional connections
When to refer and how to develop referrals from accountants and solicitors.
Communicating with business owners and introduction to business coaching
How a new style of advice and support can offer more value to business owners than simply product advice.
Where?
Full details of venues and addresses can be found via the threesixty’s extranet
Tuesday 6th September
Belfast
Thursday 22nd September
Newmarket
Thursday 8th September
Wetherby
Tuesday 27th September
London
Tuesday 13th September
Scotland
Wednesday 28th September
Bristol
Thursday 15th September
Manchester
Thursday 29th September
Farnborough
Wednesday 21st September
Leicester
Communicating risk
27th September – 25th October 2016
Over recent years there have been many new concept introduced to the process of
giving investment advice including assessing risk and an increased emphasis on dealing
with risk in all forms, however the rules and fundamentals haven’t really changed.
This session looks at all aspects of risk in financial services, beginning with defining the
different types of risk, then looking in more depth at attitude to risk and capacity for
loss.
The remainder of the day will then concentrate on gaining a better understanding of
investment risks and how you can illustrate this for clients, including the threesixty
consumer guide to risk which you can use with your clients.
Agenda
What is risk?
• Introduction to threesixty’s consumer guide to risk.
• Identifying the different types of risk in financial services.
Attitude to risk and capacity for loss
Understanding the relationship between information such as the client’s attitude to risk, the required risk they need
to deliver an investment goal, and the risk of financial ruin.
Understanding investment risks
We’ll be looking at a number of investment risks, for example:
• Sequence risk
• Longevity risk
• Inflation risk
• Interest rate risk
Capital market risk - how does a fund manager manage risk?
Modelling risk
What part does deterministic and stochastic forecasting play in illustrating risk to clients?
Where?
Full details of venues and addresses can be found via the threesixty’s extranet
Tuesday 27th September
Scotland
Wednesday 12th October
Newmarket
Thursday 29th September
Belfast
Tuesday 18th October
London
Tuesday 4th October
Wetherby
Thursday 20th October
Farnborough
Thursday 6th October
Manchester
Tuesday 25th October
Bristol
Tuesday 11th October
Leicester
Back to basics risk management
3rd -30th November 2016
Sessions designed to make compliance quicker, simpler and more cost effective by
exploding myths, eliminating bureaucracy and removing unnecessary paperwork.
The day will conclude with an opportunity to reflect on the key messages from 2016
and a steer on the future issues to be aware of.
Agenda
Better factfinding
Practical session looking at what’s required, and what isn’t required for a file.
Research and due diligence
What’s the difference and how to document it.
Shorter Suitability Reports
Making reports easier to write and read, without increasing your risk.
Using effective MI to manage the business
What are the business metrics you need to run your business from a commercial and a risk perspective?
Direction of travel
A round up of current and future issues to consider for 2017.
Where?
Full details of venues and addresses can be found via the threesixty’s extranet
Thursday 3rd November
Belfast
Tuesday 22nd November
Leicester
Tuesday 8th November
Wetherby
Wednesday 23rd November
Newmarket
Thursday 10th November
Manchester
Tuesday 29th November
Bristol
Tuesday 15th November
Scotland
Wednesday 30th November
Farnborough
Thursday 17th November
London
Additional workshops
These events are designed to grow your skills and improve interactions, both
internally within the work-place and between you and your clients.
In this post RDR world, many of our clients are keen to enhance their personal
interaction skills and enhance their ability to influence others. The events listed
within this section are those which we are repeating due to client demand, however
it is our intention to arrange more ‘personal development workshops’ later in the
year.
These sessions are facilitated by experts in their field, the cost of which reflects the
need to charge delegates for attendance.
Supervisor courses
First time supervisor courses
Any T&C scheme is only as good as its supervisors. The FCA places great importance
on the role of a supervisor, which is not surprising given the vital role that supervisors
perform in developing, assessing and maintaining the competence of the advisers
that they oversee. The skilled supervisor needs to display a complex blend of talents,
combining sound technical knowledge with effective coaching, assessment, mentoring
and support skills.
The first time supervisor event is relevant to individuals who have never attended a supervisor event and/or are
fairly new to the supervisor role. The first time supervisor workshops are full day events and aim to develop and
demonstrate the key skills required by the FCA to supervise and develop staff performance and to be able to
independently assess and develop key skills and benchmark these against industry best practice.
First time supervisor course content
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FCA regulation
Understanding the benefits of supervision
Elements of training and competence schemes
Using relevant Key Performance Indicators
Assessing skills accurately using an observation record
Conducting feedback / coaching sessions to develop an adviser’s weaknesses and build on strengths
Process
1. Pre-course reading to cover knowledge requirements
2. One day workshop (with assessments)
3. Record of assessments and development plan
This event qualifies for a potential 6 hours’ worth of structured CPD.
Where? Full details of venues and addresses can be found via the threesixty’s extranet
Tuesday 19th April
London
Tuesday 4th October
London
Wednesday 20th April
London
Wednesday 5th October
London
Tuesday 24th May
Manchester
Tuesday 18th October
Manchester
Wednesday 25th May
Manchester
Wednesday 19th October
Manchester
Tuesday 14th June
Scotland
Wednesday 16th November
Scotland
In order for us to run the supervisor events, we need to apply a charge to cover costs. The cost to attend a supervisor
event is £215 + VAT per delegate (£258) and is required at the time of booking.
Supervisor courses
Experienced supervisor courses
The Experienced Supervisor Course is relevant to Supervisors who have previously attended the threesixty First Time
Supervisor Course (or similar) and have been carrying out a supervisory role. The Experienced Supervisor Course is a
full day interactive event aiming to reconfirm the Supervisor’s ability to assess adviser skills and data in the form of
Key Performance Indicators.
Development of an adviser is key to the success of the individual and the business with the Experienced Supervisor
Course looking at ways of getting the best out of people and the methods that can be adopted. There will be times
when a Supervisor has to encounter a difficult conversation with the final element of this Course looking at how
these can be best managed.
Experienced supervisor course content
• A reminder of the FCA’s expectations
• 21st century training and competence
• Assessing advisers performance:
- Observations
- Key Performance Indicators
• Getting the best out of people
• Coaching
• Handling difficult conversations
Process
1. Pre-course reading to cover knowledge requirements
2. One day workshop (with assessments)
3. Record of assessments and development plan
This event qualifies for a potential 6 hours’ worth of structured CPD.
Where? Full details of venues and addresses can be found via the threesixty’s extranet
Thursday 21st April
London
Thursday 6th October
London
Thursday 26th May
Manchester
Thursday 20th October
Manchester
Wednesday 15th June
Scotland
Thursday 17th November
Scotland
In order for us to run the supervisor events, we need to apply a charge to cover costs. The cost to attend a supervisor
event is £215 + VAT per delegate (£258) and is required at the time of booking.
Interpersonal skills for financial advisers
This one-day intensive master class for financial advisers, will show how you can use
powerful interpersonal skills and techniques used by professional coaches to improve
your clients’ and your understanding of their goals and motivation, connect with your
clients on a deeper rational and emotional level and build strong rapport and trusted
relationships.
The course participants will learn:
• The benefits of using coaching conversation techniques as a financial adviser
• Purposeful listening and observation techniques for improved understanding of clients’ needs and motivation
• High quality questioning to help increase the clients’ self-awareness and facilitate their thinking and decision
making
• How to uncover clients’ goals and deeper motivations, and through these help them see more possibilities
• How to build strong rapport and relationships with your clients
• How to use the increased understanding and deeper rapport to develop a tailored and appealing financial plan
The training workshop will be interactive and practical; mixing theory with conversation exercises. The participants will
also receive a course workbook with descriptions of the models and techniques shared during the workshop.
Agenda
The financial adviser and coaching skills
Purposeful listening
Effective questioning skills
Uncovering you client’ goals and motivation
Building rapport and relationships
Conversation exercise
Using the skills in your business
Review and Q&A
Where?
Full details of venues and addresses can be found via the threesixty’s extranet
Thursday 12th May
London
Wednesday 26th October
London
Wednesday 18th May
Manchester
Thursday 27th October
Manchester
Thursday 19th May
Scotland
Wednesday 9th November Scotland
In order for us to run this coaching event, we need to apply a charge to cover costs. The cost to attend this course is
£215 + VAT per delegate (£258) and is required at the time of booking.
AF3 training
This one day course will focus on the key elements relevant to each subject area. The
trainer will be a subject specialist and past CII examiner.
During this one day course the trainer will examine the most typically examined areas,
include practice questions and discuss exam technique. Each course is specifically
designed to prepare individuals with a sound understanding of the subject area to ensure
they pass the exam.
If you are interested in attending please contact the events team at [email protected] or call us on
08707 360 360
Discussion forums
These events are an ideal opportunity to discuss topical issues with your peers and
threesixty. Typically it will be hosted by a threesixty director and if applicable an
appropriate member of the threesixty team who can add knowledge on the current
challenges.
When registering to attend please feel free to drop us a line at [email protected] with any
current issues that you would like to be included in the agenda.
We will look to circulate a short agenda to those who have registered to highlight topics that are planned to be
included.
Example topics have included:
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How to develop further our service proposition?
How do we differentiate our business?
What software tools are useful and what have been the experiences of them?
Winning charging structures? Pros and cons. What will clients pay for/value?
Centralised Investment Processes – how to work with and what potential changes?
Managing an effective and compliant client ongoing review service
FCA Thematic reviews & business risk assessments & News
PII and FOS current opinions on the Market…
Adviser remuneration (Financial Incentives)
What does the future of the market look like and how to prepare
What is my business worth? How do I make it more valuable?
What is involved in acquiring managing investment permissions and will it suit my business?
Please note: These events take the form of an informal discussion. They have no pre-set agenda and therefore do not
qualify for structured CPD. For these reasons these events have not been accredited by the professional bodies.
Where? Full details of venues and addresses can be found via the threesixty’s extranet
Wednesday 29th June
Belfast
Wednesday 7th September
Gatwick
Tuesday 5th July Manchester
Thursday 8th September
Exeter
Wednesday 6th July Preston
Tuesday 13th September
Birmingham
Thursday 7th July
Birmingham
Wednesday 14th September Watford
Tuesday 12th July
Exeter
Thursday 15th September
Norwich / Ipswich
Wednesday 13th July
Bournemouth/Southampton
Tuesday 20th September Preston
Thursday 14th July London Central
Wednesday 21st September
Newcastle
Tuesday 23rd August
Glasgow
Thursday 22nd September
Scotland
Wednesday 24th August
Aberdeen
Tuesday 1st November
Bristol
Thursday 25th August Inverness
Wednesday 2nd November
Manchester
Tuesday 6th September
Kent
Thursday 3rd November London
Events calendar
Tuesday 2nd February
Wetherby
Pensions and retirement planning
Thursday 4th February
Belfast
Pensions and retirement planning
Tuesday 9th February
Scotland
Pensions and retirement planning
Thursday 11th February
Manchester
Pensions and retirement planning
Wednesday 24th February
Newmarket
Pensions and retirement planning
Thursday 25th February
Leicester
Pensions and retirement planning
Thursday 25th February
Belfast
The value of advice
Tuesday 1st March
London
Pensions and retirement planning
Tuesday 1st MarchWetherbyThe value of advice
Wednesday 2nd March
Farnborough
Pensions and retirement planning
Wednesday 2nd March
Scotland
The value of advice
Thursday 3rd March
Bristol
Pensions and retirement planning
Tuesday 8th March
Manchester
The value of advice
Wednesday 9th MarchLeicesterThe value of advice
Thursday 10th March
Newmarket
The value of advice
Tuesday 15th MarchLondonThe value of advice
Wednesday 16th March
Farnborough
The value of advice
Thursday 17th MarchBristolThe value of advice
Tuesday 19th AprilLondonFirst time supervisor course
Tuesday 19th AprilBelfastWhat issues do older people face?
Wednesday 20th AprilLondonFirst time supervisor course
Thursday 21st AprilLondonExperienced supervisor course
Thursday 21st AprilWetherbyWhat issues do older people face?
Tuesday 26th AprilScotlandWhat issues do older people face?
Thursday 28th April
Manchester
What issues do older people face?
Tuesday 10th May
Leicester
What issues do older people face?
Wednesday 11th May
Newmarket
What issues do older people face?
Thursday 12th MayLondonInterpersonal skills
Tuesday 17th May
London
What issues do older people face?
Wednesday 18th May
Manchester
Interpersonal skills
Events calendar
Thursday 19th MayScotlandInterpersonal skills
Thursday 19th May
Farnborough
What issues do older people face?
Tuesday 24th May
Bristol
What issues do older people face?
Tuesday 24th May
Manchester
First time supervisor course
Wednesday 25th May
Manchester
First time supervisor course
Thursday 26th May
Manchester
Experienced supervisor course
Wednesday 1st June
Scotland
Tax, trusts and estate planning
Thursday 2nd June
Wetherby
Tax, trusts and estate planning
Tuesday 7th June
Belfast
Tax, trusts and estate planning
Thursday 9th June
Manchester
Tax, trusts and estate planning
Tuesday 14th June
Leicester
Tax, trusts and estate planning
Tuesday 14th JuneScotlandFirst time supervisor course
Wednesday 15th JuneScotlandExperienced supervisor course
Thursday 16th June
Newmarket
Tax, trusts and estate planning
Tuesday 21st June
London
Tax, trusts and estate planning
Wednesday 22nd June
Farnborough
Tax, trusts and estate planning
Thursday 23rd June
Bristol
Tax, trusts and estate planning
Tuesday 6th SeptemberBelfastAdvising business owners
Thursday 8th SeptemberWetherbyAdvising business owners
Tuesday 13th SeptemberScotlandAdvising business owners
Thursday 15th September
Manchester
Advising business owners
Wednesday 21st SeptemberLeicesterAdvising business owners
Thursday 22nd September
Newmarket
Advising business owners
Tuesday 27th SeptemberLondonAdvising business owners
Tuesday 27th SeptemberScotlandCommunicating risk
Wednesday 28th SeptemberBristolAdvising business owners
Thursday 29th September
Farnborough
Advising business owners
Thursday 29th SeptemberBelfastCommunicating risk
Events calendar
Tuesday 4th OctoberWetherbyCommunicating risk
Tuesday 4th OctoberLondonFirst time supervisor course
Wednesday 5th October
London
First time supervisor course
Thursday 6th OctoberLondonExperienced supervisor course
Thursday 6th OctoberManchesterCommunicating risk
Tuesday 11th OctoberLeicesterCommunicating risk
Wednesday 12th October
Newmarket
Communicating risk
Tuesday 18th OctoberLondonCommunicating risk
Tuesday 18th October
Manchester
First time supervisor course
Wednesday 19th October
Manchester
First time supervisor course
Thursday 20th October
Manchester
Experienced supervisor course
Thursday 20th October
Farnborough
Communicating risk
Tuesday 25th OctoberBristolCommunicating risk
Wednesday 26th OctoberLondonInterpersonal skills
Thursday 27th October
Manchester
Interpersonal skills
Thursday 3rd November
Belfast
Back to basics compliance
Tuesday 8th November
Wetherby
Back to basics compliance
Wednesday 9th November
Scotland
Interpersonal skills
Thursday 10th November
Manchester
Back to basics compliance
Tuesday 15th November
Scotland
Back to basics compliance
Wednesday 16th November
Scotland
First time supervisor course
Thursday 17th November
Scotland
Experienced supervisor course
Thursday 17th November
London
Back to basics compliance
Tuesday 22nd November
Leicester
Back to basics compliance
Wednesday 23rd November
Newmarket
Back to basics compliance
Tuesday 29th November
Bristol
Back to basics compliance
Wednesday 30th November
Farnborough
Back to basics compliance
Contact Us
threesixty services LLP, The Royals, Altrincham Road, Manchester, M22 4BJ
Telephone: 08707 360 360
Email: [email protected]
Web: www.threesixtyservices.co.uk