Upcoming events
November
Avoiding bad outcomes for vulnerable customers
21 November 2024, 2pmWhen:
21 November 2024, 2pm
Join this MorganAsh webinar featuring Meg Kirby, founder of LegaCare, who will discuss the severe impact of "bad outcomes" on vulnerable customers through powerful case studies. Johnny Timpson OBE, vulnerable customer champion and chair of MorganAsh, will also join the session, contributing to get a wider picture from his experience across many of the charities and groups with which he works.
What’s in our toolbox? See our online tools in action with a handy tutorial
21 November 2024, 10amWhen:
21 November 2024, 10am
Don't miss Standard Life Home Finance's free clinics throughout November. Meet the underwriters, speak with their case owners and see their online tools in action in their interactive online clinics.
Artificial Intelligence in financial advice - a beginner's guide
Thursday 21 November 2024, 12pmWhen:
Thursday 21 November 2024, 12pm
The next Technology Forum explores artificial intelligence (AI), the different types and their uses, and the potential impacts on advice firms.
Chaired by Ian Mckenna, this popular forum aims to help firms who are keen to adopt technology but are seeking help with the practicalities.
In this webinar, Ian and his expert guests will help you build your understanding of:
- The different types of AI, and how each type may be used in society generally and, specifically, financial advice.
- The importance of ethics and data in the use of AI.
- Examples of how AI is impacting advice firms who were early adopters.
- Where to find additional information on AI solutions for financial advice
Book your space and you can suggest questions for the panel.
December
Digital Mortgage Technology
10 December 2024, 10am - 12pmWhen:
10 December 2024, 10am - 12pm
Financial Reporter brings you the Mortgage Technology Event, a series of events held at venues across the UK which aim to bring you, the intermediary, a better understanding of mortgage technology in order to boost your offering to your clients.
- Meet from up to 3 mortgage technology specialists
- Earn up to 1.5 CPD hours all in a morning's work